Monday, February 25, 2008

A Sales Coaching Conversation... with a Financial Advisor 2


Well, it happened.

And it happens with a lot of sales people that think they are their own bosses??, like this financial adviser.

What I wanted to write about was that she finally followed her sales consciousness... and that she was getting a lot of results and that I transformed her.... but not, not in this case.

In fact, it happened the other way around. She was asked to lead a project for another insurance company and this project has nothing to do with selling (she says that yes, that it has to do with selling... of course... but she has to sell hard to herself the project so she can quiet her own sales consciousness and be comfortably uncomfortable) so she will be "distracted" during the whole year from her main selling activities.

Besides being distracted by not selling and not working with discipline, she will be distracted doing a project that has nothing to do with her nature and her business.

Is that too bad?

Well, she complained about it. She told me that she has been an underachiever, this meaning that she knows can produce a lot more compared with what she was selling right now and/or the year before. Also she told me that during the last year she was distracted by a lot of 'things' including those that sometimes 'appeared' in her office and by people that 'drained her energy'.
And that she was "fed up" so she was willing to do whatever it was necessary to 'change' BUT we understood later, that in 'necessary' weren't included the basic things that an insurance sales person must (if she wants the results she says she wants) do:
  • find the hundreds of opportunities that she has in her own portfolio (remember that she has been selling for the last 8-9 years) by reselling to them or asking them for referrals (really, is that very hard action to take, really?)
  • make appointments, have interviews
Instead of doing these 'easy and practical things' she choose to do a completely different thing, so maybe she and I are going to be talking in a year.

And about sharing an unsuccessful case?

Well, almost every coach that I have met has more that one stories of failures (more than one, are you kidding?). So, sometimes it is better to share some of them to help the readers (hoping that these are sales professionals AND coaches) to mirror themselves in them.

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