The 7-Step Sales Process


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The 7-Step Sales Process


The 7-Step Sales Process was created by Dennis Postema. It is based on the unique, custom designed sales process that skyrocketed him from a struggling agent to a consistent multimillion-dollar producer with his own independent agency and national marketing organization.

The proven, agent-tested 7-Step Sales Process has revolutionized the sales methods of hundreds of agents and is essential to every financial advisor’s successful business strategy.

This simple process is designed to help you gain significant new prospects, effectively research each case, conduct a thorough policy presentation, and maximize each individual sale.

Whether you are a brand new agent or have years of field experience under your belt, The 7-Step Sales Process will transform the way you conduct sales.

The 7-Step Sales Process includes:

Seven training modules taught by Dennis Postema, President & CEO of Postema Marketing Group and Postema Insurance & Investments, consistent multimillion-dollar producer, and creator of The 7-Step Sales Process. The training sessions are moderated by Paul Mallett, PMG VP/COO.

Module 1: The Approach
Module 2: The Warm-Up
Module 3: The Fact Find
Module 4: The Presentation
Module 5: The Qualify
Module 6: The Close
Module 7: The Cool-Down

A Confidential Assessment Guide delivered digitally so you can print as many copies as you need. It is the same Confidential Assessment Guide created and used by Dennis Postema with his own prospects and clients.

Beneficiary Review Form

Weekly Goals & Metrics Report

The Psychology of Sales Success by Dennis M. Postema
Say Less, Sell More by Paul M. Mallett
Why People Buy by Dennis M. Postema


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