Sales Cycle from Start to Finish

What does a strong benefits sale look like, from first contact to signed agreement? In this live discussion, two experienced advisors will walk through their full sales cycle, offering candid insights into what works, what stalls, and what gets results.

We’ll explore real conversations, decision points, and tactics you can apply in your own practice.

You’ll learn:

• How to build trust and move past “just send me a quote”
• The role of education in the sales process
• How to position The Benefits Trust with different buyer types
• Tips for handling objections and keeping momentum
• Q&A session

This session is presented by The Benefits Trust, Canada’s largest independent third-party administrator, ensuring you have the tools and knowledge to serve your clients better.