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You are here: Home / Keynotes and Workshops for Insurance and Financial Services

Keynotes and Workshops for Insurance and Financial Services

Truth be told, it’s extremely difficult for business leaders to find qualified speakers that can both deliver a high level of motivation while at the same time deeply relating with an audience, especially in the insurance industry.  That’s the absolute hardest part of sourcing a candidate for an upcoming keynote speech or workshop.

Over the years Redbird has worked directly with some incredible keynote speakers that either had a successful story in the insurance industry / financial services, or are still actively in the insurance and financial services industry.  We believe the independent insurance community is starving to not only connect with highly successful professionals, but those that have survived the trenches and understand the sacrifices it takes to win at the highest level of the insurance business.

The key for your next event is bringing together a highly accomplished keynote speaker or workshop leader that possesses an amazing story telling ability while also resonating with every producer and employee in the audience.  Do this and you’ll start seeing amazing business growth and development of high performance employees and team members.

Below are some of the best keynote speakers that are sure to deeply influence the behavioral change it takes to get out of your comfort zone and grow. All leaders listed below are available for your next keynote or workshop event whether it be in-person or virtual.

Leadership Keynote Speakers and Workshops for the Insurance Industry

 

Brandon Clay Insurance Sales CoachBrandon Clay

I am a story teller, strategist, and coach!

Brandon has 30+ years experience in the healthcare and insurance industry at both the producer level and c-suite, primarily the Medicare market and has developed thousands of sales agents over the years through his highly successful Six Hours to Six Figures curriculum.

Most notably, Brandon took a $40M life insurance agency and implemented and grew it to more than 150K Medicare policy sales per year in 5 years.

Brandon brings an incredible amount of energy as a motivational speaker and does a phenomenal job of looping his experience and delivering deeply resonating messages.

Insurance Experience:

Medicare & Ancillary Products

Speaking Categories:

LEADERSHIP, SALES, MOTIVATING TOP LEADERSHIP, TEAMWORK, DEVELOPING FUNDAMENTAL LEADERSHIP SKILLS, ENTREPRENUERSHIP, PERSONAL DEVELOPMENT, PEAK PERFORMACE, SCALING PERSONAL ACCOUNTABILITY.

Travels From: Atlanta, GA


Ben Newman is a top keynote speaker for insurance and financial services.Ben Newman

Performance & Executive Coach | International Keynote Speaker | #1 Wall Street Journal Best Selling Author

Ben Newman is a leadership expert.  He started his career as an insurance agent and financial advisor with a Fortune 100 firm and quickly grew to one of the top performers in the country.  His approach to sales and retention and passion for developing scalable processes quickly propelled him through the ranks.

Ben currently coaches a team of 25 financial advisors that all produce over $1M per year in life insurance and in aggregate have built financial practices with over $1B in AUM.

His life changing story and success in the insurance and financial services industry paired with his success as a performance and mental toughness coach for major brands such as NCAA (Alabama Football), Fortune 500 firms, Olympic athletes, NFL, and other professional sports such as the MLB, NBA, and PGA make him highly qualified to not only resonate with your audience, but to have the real world experience to motivate next level growth!

Ben has been featured in Forbes, CNN, Entrepreneur, ESPN, along with many others and recently released his bestselling book, Uncommon Leadership. Click here for videos of Ben.

Insurance Experience: Life, Disability and Wealth Management

Speaking Categories:

LEADERSHIP, SALES, TEAMWORK, ENTREPRENEUR, STRATEGY, FINANCE PRACTICE MANAGEMENT, INSPIRATION & MOTIVATION, EXECUTIVE & ORGANIZATIONAL LEADERSHIP, PERSONAL DEVELOPMENT, PEAK PERFORMANCE, PERFORMANCE & PRODUCTIVITY, SPORTS PERFORMANCE, CUSTOMER EXPERIENCE, MOTIVATIONAL KEYNOTES.

Workshop Categories:

DEVELOPING A PRIZEFIGHTER DAY, MILLION DOLLAR IDEA (FINANCIAL SERVICES ONLY), IMPLEMENTING AND DEVELOPING STANDARDS OVER FEELINGS.

Travels From: St. Louis, MO

 


Scott KarstensScott Karstens

Helping insurance agencies implement the fundamentals required to scale sales production.

Scott Karstens has twice from scratch built two multi million dollar insurance practices before building his brokerage.  His proprietary holistic approach to sales and business development allowed him to organically use his book of P&C customers to generate over $1M in annual life insurance sales.

During the last 20+ years of his professional career he mas managed more than $300M in AUM, written millions of dollars in life and DI insurance and built two very successful P&C agencies.  Scott is also a founder of two insurtech firms that have provided the tools to scale his and his client’s businesses faster and and was a starting Division 1 Athlete.

Scott currently serves as President of NFG Brokerage and is an executive coach for some of the top performing financial services teams in the country.

Insurance Experience: Life, Disability, Retirement Planning, AUM, Property and Casualty, and Business Insurance.

Speaking Categories:

SALES TRAINING, DIGITAL TRANSFORMATION, PRACTICE MANAGEMENT, CORPORATE CULTURE, LEADERSHIP DEVELOPMENT, EMOTIONAL INTELLIGENCE, SALES PROCESS AND EFFICIENCIES, UNIQUE POSITIONING IN THE SEA OF SAMENESS, CUSTOMER EXPERIENCE, CHANGE MANAGEMENT, TEAM BUILDING, EMPLOYEE ENGAGEMENT.

Workshop Categories:

THE MILLION DOLLAR SALES PRESENTATION, STANDING OUT IN THE SEA OF SAMENESS, SCALING A SALES ORGANIZATION, BUILDING WHOLESALE MARKETING ORGANIZATIONS, INSURTECH.

Travels From: Colorado Springs, CO

 


Jordan Montgomery is a top insurance and financial services keynote speaker.Jordan Montgomery

Expert and Thought Leader for Inspiring and Developing Millennial Founders and Co-Founders.

Jordan’s qualifications as a keynote speaker for the insurance industry is easily summarized.  He’s personally performed as a top 1% of financial advisors in the country, led on the the top performing sales teams inside a fortune 100 firm, and became the youngest Managing Director in the history of a 150 year old fortune 100 firm.   His knowledge and experience in sales, customer retention, and team management is hard to match while at the same time making him incredibly relatable to a wide range of audiences within the insurance and financial services industry.

Insurance Experience: Life, Disability and Wealth Management

Speaking Categories:

LEADERSHIP, REDUCING BURNOUT, ORGANIZATION CULTURE AND THE FUTURE OF WORK CULTURE IN A GROWING REMOTE ENVIRONMENT, SALES & TEAMWORK, ENTREPRENEUR, STRATEGY, PERSONAL DEVELOPMENT, PEAK PERFORMANCE, PERFORMANCE & PRODUCTIVITY, SPORTS PERFORMANCE

Travels From: Iowa


Jim Mall final expense sales trainer with 35 years experience as a top final expense producer.Jim Mall

Expert and Final Expense Insurance Industry Pioneer 

Jim Mall is a pioneer for the final expense industry, and for 30 of his 35 years selling final expense, he’s written over $200,000 ever single year working no more than 2 days in the field! Jim has personally written over $6.5M of final expense and built an amazing organization through leading by example.

Jim is the founder of 1&done Training, a dedicated final expense sales training platform that teaches agents every single tactic Jim used to achieve such a high level of success over his 35 years in the business. Jim is a highly sought after teacher, speaker, and industry trainer.

Insurance Experience: Final Expense Insurance

Speaking Categories:

SALES LEADERSHIP, ENTREPRENUERSHIP, BALANCING BUSINESS AND FAMILY AS AN OWNER, TIME MANAGEMENT AND PERSONAL ACCOUNTABILITY.

Workshop Categories:

FINAL SALES PROSPECTING, BUILDING AND SCALING FINAL EXPENSE ORGANIZATIONS.

Travels From: Kansas

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