Group Sales Team
Who We Are
Comprised of members and staff who work to facilitate group sales that are paid for both by the employer/carrier and those that are allowed through payroll deduction.
Who's On the Team
Volunteer Lead: Mark Acre
Staff Lead: Randy Clark
How to Get Involved
Schedule agency or group presentations:
- Make a list of general agencies, independent agencies or firms or brokers/wholesalers operating in your state.
- Identify members within those agencies or groups who can schedule a presentation.
- Make an introduction to the general agent or managing partner for a member of the recruitment team to schedule the presentation.
- As agency and group presentations are scheduled, report them to NAIFA as soon as you schedule the appointment.
Make an agency or group presentation:
- Use the Membership Promise Presentation and accompanying script for all agency and group presentations.
- Order NAIFA pins to present to new members who join during the presentation.
- Distribute Advocate. Educate. Differentiate. materials or promotional items during the presentation.
- After the presentation is given, submit a report to NAIFA providing feedback on the presentation.
Quick Links
Membership Promise Presentation
