Jeremy Tuckfelt President, Tuck Enroll Pittsburgh

  1. You have to care to be successful in this business, if youdon't, you're just another talking head and everyone can readthrough that.
  2. Sell for your clients' needs, not your own pocketbook.
  3. Taking an educational approach to enrollments helps you helpyour client. Educating your client will increase both trust withthe client and persistency with the business.
  4. It's imperative to know when to shut up. All of us in saleslike to talk. But the old axiom is true: If you're talking, it'smuch harder to listen, and if you don't listen you probably won'tlearn anything. Knowledge is power. No matter who you are, learnsomething new every day.
  5. K.I.S.S. We all learned this our first day in the business, butwe tend to get away from it. Be an expert in one field and surroundyourself with quality trustworthy experts in other fields.
  6. Smile every day. It's infectious. We learn to smile while coldcalling on the phone because you can hear the smile. Smiling makesa difference in every aspect of an enrollment from broker to CEO,CFO, HR, group meetings and the all important one on ones. Peoplefeel more at ease if your smile is genuine.
  7. Have fun every day. Be passionate about what you do. Sales is aroller coaster and having fun, passion and persistence is the onlyway to survive. Focus on good things and don't get stuck spinningyour wheels on things you think should be productive, but reallyare not. Change is good; change your routines from time totime.
  8. It's a shrinking world. The insurance world is shrinking fasterand faster and employee benefits are even smaller. In thisbusiness, your name is your word. If you say you will do something— do it!
  9. Embrace technology. It's not the future; it is now. It helps toease and streamline every aspect of business.
  10. My father always said, “Take care of your clients' needs andthey will take care of you.” Actively pursue their smallest problemand they will be you client for life.

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