What is the agent's primary role in a sales presentation?

The agent's primary role in a sales presentation is to instill confidence in the product. This involves providing clients with clear and accurate information about the insurance products being offered, demonstrating the benefits and features that meet the client's needs, and building a trusting relationship. By ensuring that the client understands how the product works and how it can benefit them, the agent helps the client feel secure in their decision to purchase the insurance policy. This trust is crucial because it not only aids in the current sale but also fosters a long-term relationship, leading to potential referrals and continued business.

In contrast, focusing solely on maximizing profits or minimizing coverage options can undermine the agent-client relationship, as it may suggest that the agent prioritizes their own financial gain over the client's best interests. Concentration on commission rates may lead clients to perceive the agent as more interested in their earnings rather than providing tailored solutions that genuinely meet the clients' needs. Therefore, instilling confidence in the product is essential for both the agent's success and the client's satisfaction.