• Industry-specific sales tools and customized literature
Services We Provide
  • Insurance sales training
  • Prospecting methods
  • Customized client case preparation, product specific Power Point presentations and visual aids
  • Client consulting and sales assistance
  • Growing your knowledge of the total financial planning process
Developing Your Market and Building Your Client Base

Insurance and financial Services Consulting and training

If you are in the insurance or financial services field, Sincera can be of significant value to you or your organization. 

Whether you're just starting out; interested in becoming a licensed agent; or have been in the business for a while, but would like help in advancing your career by learning more about how to do comprehensive financial planning; estate planning; business insurance planning; supplemental benefits; or presenting final expenses; we have the experience that can help you increase both your knowledge and your sales.

Throughout your career, your success will depend upon the sales process you use and the product solutions you develop for your clients.  We have the experience and the knowledge to provide you with the essential skills and competencies to not only get you started, but to help you become a top producer in your field.  Members of our team have been a former member of the Million Dollar Round Table (and Top of the Table) and a retired Financial Planner.  Our team members also include a Certified Public Accountant; and an Estate and Business Planning Lawyer.

We can help you focus by teaching you how to provide solutions for your clients.  We offer training on topics including:

  • Learning the complete financial sales process to become a consultative sales pro
  • Developing and growing your markets

Sincera Management Consultants, LLC

If you don't have the time or the funds to hire a full time staff, we can help so you can do what you do best --- SELL

  • Customized client proposals
If you don't have the time or the skills, we can help with all of the above. so that you can focus on what you do best---Sell.
  • Presentation skills
  • Client fact finding materials
  • Estate planning services, including the preparation of wills, trusts, and business documents such as:  Buy/Sell, Stock Redemption, and Cross Purchase agreements
  • Understanding your clients needs and how to close the sale

If you are just getting started and feel like you're not getting the training and support that you need; or if you would like to pursue more advanced markets; we will help you identify the right market or markets for you and how to penetrate them.  Together, we look at your background, experience, interests, community involvements, and other pertinent information.  Once we've helped you to establish your market, we will work with you to develop a marketing plan which will help you target potential clients in those markets to begin, and to expand your practice.

Growing Your Business and Your Career

As you grow your business, or practice, and continue to create your career path, we can provide on-going training and support in essential and specialty areas such as:  Insurance Planning; Comprehensive Financial Planning; Estate Planning; Business Insurance Planning; Supplemental Benefits; Final Expenses; and Debt Management.  This enables you to not only better serve your clients, but to explore the various options available for personal growth and to totally serve your clients needs.

  • Retirement planning
  • Comprehensive Financial Planning
  • Teaching you how to prospect and work in advanced underwriting markets
  • Closing techniques
  • Automated Excel spreadsheets for life, comprehensive financial planning, retirement planning, and cash needs analysis