Our Core Training Program
Our core offering is a 9-Week, Live online training course which includes:
- An In-Depth study and practice of our entire sales system, including both sales concepts and language.
- Weekly take-aways and action steps.
- Click Here to View Our Complete Training Agenda!
**We offer many other custom designed programs and are available for in-person events as well!
Bo Marshall's Areas of Sales Study
- Sandler Sales
- The Kinder Brothers
- Dale Carnegie
- Zig Zigler
- Miller-Heiman
- Action Selling
- SPIN Selling
- Neuro-economics
- Influence (Cialdini)
- And More…
Bo Marshall - Profile
Professional Profile
- 22 Years of Insurance and Financial Services leadership experience
- Trained hundreds of agents in a 1 on 1 setting, and trained thousands of agents in a group setting
- Personally field trained and mentored over 100 advisors, ranging from brand new to reps making over $500,000/year.
- Have consulted and built comprehensive business plans with dozens of agencies ranging from start-up to over $7MM of annual commission.
- Led a sales team of 26 life insurance and annuity salespeople where the average income was $190,000/yr
- Proud leader of an agency with $1.7 Billion of life insurance in force
- #1 recruiter of female agents for 7 years
- Numerous sales and sales leadership awards
- #1 Sales Manager in the country – Allstate Financial, 2014
- GAMA Diamond Award (Leadership) – Mutual of Omaha, 2015, 2016
- Founder and Owner of Marshall Asset Management LLC, Insurance and Financial Services
- Professional Designations:
- Chartered Financial Consultant
- Chartered Life Underwriter
- Chartered Advisor for Senior Living
- Retirement Income Certified Professional
- Certified in Long-Term Care
- Trustworthy Selling Certified Facilitator
- Licenses
- Life and Health
- FINRA Series 7, 66, 24, 51
Training Info & Cost
Get My Customized Quote and Training Options Now