INSURANCE BROKER PRO:

SCALE, VIP CLIENTS AND GROWTH STRATEGY

Date:

25.01.2025

Well:

3 months, 75 lessons

Format:

Online learning with live classes

Teachers:

Julia Shekhtman

This course is for you if you:

Already working in insurance but feeling stuck at one income level
Want to move beyond being an employee and start your own agency or brokerage practice?
We are ready to attract high-level clients and work with large contracts
Are you planning to scale your business and reach a new financial level?
Burnt out and want to reinvigorate your career by changing your approach to work

WHAT YOU’LL LEARN

How to Transition from Self-Employment to Business – Creating an Agency and Building a Team
How to Work with VIP Clients – Attracting Wealthy People and Large Companies
Sales system for expensive contracts – psychology of elite clients and their needs
How to Double or Triple Your Insurance Revenue – Volume Growth Strategies
Scaling through hiring agents – how to build a team correctly
Business automation – working with CRM, delegation, modern technologies in insurance
Advanced Negotiation Techniques – Closing Big Deals and Managing Conflict
Burnout in the profession and ways to overcome it – work-life balance, restoring motivation

Julia Shekhtman

CEO and Licensed Insurance Agent in the State of California
More than 20 years of experience in the insurance industry - worked in the largest insurance companies in the world
Expert in insurance for individuals, families and businesses
Founder of an insurance agency since 2011
A mentor who teaches how to become a successful insurance broker and open your own practice

Join us and take your insurance practice to the next level!

Experienced Insurance Brokers: For those who are already working in insurance but want to reach a new level of income and expand their business.
Professionals Seeking Independence: For those who want to set up their own agency or brokerage practice rather than work for someone else.
Those who want to work with VIP clients: For brokers who are ready to attract high-level clients and work with large contracts.
Entrepreneurs in Insurance: For those who plan to scale their business and reach a new financial level.
Professionals Looking for a Refreshed Approach: For those feeling burnt out and looking to reinvigorate their careers by changing the way they approach their work.

International certification: Get a certificate confirming your new skills and knowledge in the field of insurance.
Business scaling skills: Learn to create and develop a successful insurance agency, attract VIP clients and work with large contracts.
Growth strategies: Master advanced strategies for increasing income and business expansion.
Work with VIP clients: Learn to effectively interact with high-level clients and satisfy their needs.
Business automation: Master the skills of using modern technologies to optimize processes and increase work efficiency.
Advanced negotiation techniques: Learn how to conclude large deals and manage conflicts.
Psychological training: Master the methods of overcoming burnout and maintaining motivation.
New career opportunities: The course opens up new opportunities for high-level work in the insurance industry, including creating your own business or developing an existing one.