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a coach

Life Health > Running Your Business > Selling

Should Salespeople Have a Sales Coach?

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What You Need to Know

  • A coach can help you read the wall.
  • You can learn how to present the right strategies to the right people.
  • Another benefit: Assessments of your strengths and weaknesses.

Why do professional athletes have coaches?

In critical moments before and during a game, when emotions run high, it’s easy to lose focus.

Coaches work closely with the players, to motivate them, identify their strengths and weaknesses and make sure they are playing at their best.

They will develop strategies and analyze opponents in order to help the player win as many matches — and tournaments — as possible.

Coaches possess insights that players may overlook; they assist in preparing players for the opposition by providing a game plan and emphasizing what truly matters in the moment.

The same principle applies to selling.

Before a meeting, we need a pregame warmup to get our mindset right and be ready for any objection.

We should already be aware of which products are most suitable to present for that prospect or client, what questions to ask, and anticipate potential objections.

When you ask a prospect or client for their time, you’re asking them to take that time from their life with the prospect you’ll bring value to that time.

Coaching can make you the most prepared sales professional you can be, in any room.

What Do They Do?

In the National Football League, before each play, a coach has only a few seconds to relay the call to the quarterback.

Within that brief window, the coach must communicate the play to all 11 players on the field.

They must identify defensive weaknesses and align their team’s strengths accordingly.

What if you had a coach for that moment?

A sales coach might tell you that the first step is to focus on the person you’re about to meet.

Get in the right frame of mind because each prospect has a unique situation.

What if your coach advised you to start the appointment by establishing an emotional connection with the client?

Consider what you already know about them and their interests.

If you’re meeting in their home, office, or a public setting, observe visual cues. W. Clement Stone taught “selling off the wall” — discussing photographs, plaques, trophies, art, awards, or sports memorabilia.

Initiate a casual conversation while emphasizing emotional connections, because that can encourage someone to open up and express their needs.

Your coach might instruct you to ask about what matters to them, the prospect.

Additionally, be prepared to discuss how you can help solve prospects’ problems, ensuring that you don’t waste their time and progress toward closing faster.

Prospect Analysis

Your coach might ask two simple questions to help you grasp the basics about your prospects.

#1. Are they single or married?

#2. How old are they?

These small pieces of information can help provide you with the necessary details to create your game plan.

Why? Because most life experiences are predictable.

For instance, if you’re talking with a couple in their late 60s, chances are they are approaching retirement or have already retired.

A coach can guide you toward the right questions to ask, leading the couple to realize that, for most, income holds greater importance in retirement than assets.

Product Presentation

At some point, you might want to talk to prospects like that couple about specific solutions.

A coach can teach you how, for example, to show the couple that an income annuity can generate more income than CDs while providing greater reliability than a diversified portfolio.

Suppose that prospects have experienced losses in the market but still want to invest.

In that case, a coach can advise you to show the prospects how to transfer some of the market’s downside risk to an insurance company, through a variable or indexed annuity.

Strategy Discussions

You can learn from a coach about sequence-of-returns risk, and about the importance of showing clients that losing money just before or after retirement can significantly impact their plans. You can also learn about how explaining sequence-of-returns risk demonstrates the value the prospect is receiving by allocating time with you.

Individuals in their 60s are often tempted to claim their Social Security benefits at age 62.

A sales coach can teach you the most effective way to remind them that, in general, the primary breadwinner may want to delay claiming, to secure a larger guaranteed monthly paycheck for both spouses’ lives.

And you can learn from a sales coach why you should show couples how life insurance on one spouse can protect the other spouse’s Social Security benefits.

A sales coach will give you ideas about how to explore family dynamics, given that the clients’ parents’ plan could have implications for their own plan.

Once you’re talking about the clients’ parents’ plan, the conversation could turn to long-term care planning, and then to leaving a legacy and estate planning.

A sales coach can help you develop the framework and pivot questions to ensure that clients have wills, and to explain to the clients why a trust is the most tax-efficient method for wealth transfer.

The Execution

Several products could help these types of clients, but if you can’t get in front of the clients, do those products matter?

If you can’t help clients identify the problems they want to solve, will you ever be able to talk about those products?

If you aren’t effective in your sales presentation, will you close any sales, ever?

After a football coach relays the play to the quarterback, the responsibility falls on the professionals. It’s up to you to execute.

A sales coach can help you time your warmup perfectly, so your client arrives when you’re fully focused.

Athletes must have athletic talent and an extensive knowledge of their sport, just as salespeople must have good people skills and an extensive knowledge of their products.

Like athletes, salespeople typically get their knowledge through years of practice and experience at lower levels of competition.

A sales coach should be a source of inspiration and guidance for you.

They should provide support in the face of defeat and reinforcement in the face of victory.

They should actively assess your strengths and weaknesses and fight to help you improve in any way they can.


Lloyd Lofton (Photo: Lofton)Lloyd Lofton is the founder of Power Behind the Sales and the author of The Saleshero’s Guide To Handling Objections.

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Credit: kudos studio/Adobe Stock


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