Melissa works with businesses across a wide range of industries, from hospitality and service businesses to professional firms and corporate organisations. If you have a client, prospect or referral connected to a business, bring Melissa into the conversation to help identify and explore their group benefit options.
Size and industry don't have to be a barrier. Whether it's a five-employee restaurant or a fifty-employee firm, Melissa can help determine the best options for the business. Don't count out an opportunity simply because the group feels too small or doesn't fit the "typical" benefits client.
Carrier certification comes first
You can't sell this until you've completed carrier certification training. Once you're onboarded the training link arrives within 24 hours. Get that done before you're sitting in front of a business owner.
You book it. Not your client.
The booking form asks for detail about the group — who the business is, what's in place today, what prompted the conversation. That's information only you have.
Book it in your own name, for the time your client appointment is already set. If your client books it instead, Melissa gets a slot with no case behind it and the appointment starts cold.