Scott Karstens Sales Trainer Review: How I Wrote $25M in Life Insurance in 2 Years

I had been a full-time insurance agent for roughly 8 years and needed something in my life to change if I was going to accomplish my insurance sales goals.  So I committed to working with a sales coach and dedicated the necessary amount of time listening, learning, and asking A LOT of questions.  I was a sponge!

Working with Scott as my sales coach has been one of the best decisions I have ever made during my 13 years as an insurance agency owner.

Scott Karstens Sales Coach Review

Below is my firsthand review of insurance sales coach, Scott Karstens and the experience I had learning and executing the sales training concepts of his coaching curriculum.  Spoiler Alert!  Scott helped me write more than $25 of life insurance!

First, I want to set the expectation of what this program is so there is no confusion.

What this business and sales coaching program is:

This is functional sales training for insurance agents (life and health insurance or property and casualty) and financial advisors looking to scale their business.  It dives into the sales psychology of what it takes to produce at a high level as well as the functional tactics to support top level growth.  You will walk away from every single session with actionable sales and retention tactics to deploy in your agency or practice immediately.

This program is taught by a highly accomplished insurance sales training team led by Scott Karstens. Scott has built multiple businesses to a very high level using the same methodology that works across property and casualty, life and health, financial planning, and overall insurance marketing.

This is the insurance industry’s equivalent of getting your MBA without the 5 figure price tag!

Coaching Program Stats

My Experience

This is my testimonial on Scott’s insurance sales training program. It’s a must for any salespeople regardless of your job titles. It’s perfect for seasoned sales professional, new entry level sales associate with little sales experience, sales representative, or whatever job titles that come along with the various sales jobs.

This single handedly changed the trajectory of my business not only as a personal life insurance sales producer, but as an insurance business consultant.

I’ll be honest, at first glance, Scott was intimidating.  I remember walking into his office in Colorado Springs to meet him in-person for the first time during my 8^th year in the industry.

Scott is 6’4″, 240 pounds, and is a straightforward, confident person. Then I learned a bit about his back story getting his bachelor’s degree from Western Michigan as well as being a starter on their Division 1 football team.  Good enough to go to the pros but had a career-ending injury.

And I’ve got to be honest, I thought to myself, “what could I possibly learn about taking my life insurance sales to the next level or growing my insurance agency from a football player”. I know that isn’t nice, rude and immature, but that’s how I initially felt (please don’t judge me).  I’ve grown a lot since then! 🙂

And then he started to speak, and I very quickly realized this guy is different. And he’s different on purpose, something I had not experienced working with the various sales managers and sales teams over the years.

Fast forward two hours later and I have filled multiple pages with notes and tips of everything I had learned in our first initial meeting.  From there, I completely immersed myself in our coaching sessions and diligently implemented the tactics I learned each week and started to see a very real ROI.  The results were astounding and were influential in launching the next phase of our business.

I score this insurance sales training program an A++ and for good reason, mainly because I implemented exactly what I learned from Scott and have since written over $25M of life insurance.

Coaching Program Summary

Scott focuses on helping insurance agents and financial advisors separate themselves from the competition by teaching and coaching to the art & science of high production without being a one trick pony.  That may sound cliché, but it’s the absolute truth.

He explains it well with his red ocean and blue ocean analogy, which is just one of the ways he simplifies his concepts throughout the various recorded and live modules.

Here is a fly by of the modules you can look forward to when starting the program.

Program Modules & Benefits At-A-Glance

• Learn the universal sales presentation that works for both outside sales and those that work from home. (THIS IS A GAME CHANGER)
• The fact map to help you visualize your sales flow and understand the why behind the sales psycology.
• Database reactivation strategy every insurance sales agent should know.
• The secret to building a sustainable referral team
• Intentional success and how to implement it
• IULs
• Whole life
• Term life
• Disability insurance
• Long term care
• Setting up future business.

His universal methodology is rooted in sales psychology and transforms the customer experience by empowering your customers to resonate with you in a way the competition cannot touch.

My Insurance Sales Results

• I implemented the sales skills I learned from Scott’s mentorship and I wrote $25M in new business life insurance within my first 2 years and put my professional growth on a much more aggressive trajectory.  And for the record, there was zero cold calling involved!
• I learned one universal sales presentation and I’ll never use any other approach. This is where I spent the most of my time mastering as it’s the foundation to everything else in the program.  The recordings made it easy to revisit and then the live meetings were great to ask my specific questions.
• Deeper understanding of sales processes and sales psychology across product lines and how they loop back to the initial prospect presentation whether it’s B2B or B2C sales. This was massively impactful once I mastered the fundamental presentation.
• I feel and believe in myself differently. How to differentiate yourself from the competition…this is incredibly important and true. Once you master the presentation, your prospects will literally tell you how much easier it is to work with you because you communicate in a way they can more easily understand. That level of simplicity translates to relationship nurturing as well, I like to call it sales wellness!
• Art and Science of high production and how top producers consistently remain at the top. The term conversion tip is likely the single most impactful tip I walked away with that have driven more and more life sales. Whether you’re experienced or a new agent, your career will change.
• Improved communication skills.  This is the secret to getting your prospect emotionally engaged so they can use their logical understanding to make a lasting purchase decision. It’s all about using words that work and you’ll learn exactly what to say without sounding scripted.

About Scott Karstens, Financial Services Consultant

Scott is a uniquely qualified coach because he’s both produced and managed at the highest levels in the insurance and financial services industry and worked with some of the most progressive insurance companies. Scott has personally written millions of dollars of life insurance, millions of P&C premiums, and managed more than $300M in AUM during his 20+ years of experience in the insurance & financial services business.

Scott is the President of NFG Brokerage and founder of two technology companies, broker back office and Quote-Bot.

He enjoys spending time with wife and coaching his kids sports teams in Colorado Springs.  The best place on social media to follow Scott would be Linkedin.

How to get started with Scott Karstens

Getting started is simple.

Go to the link below and request to enroll in Scott’s free Master Class to get to know Scott and more about the specifics of his sales training / coaching program.

This part is completely free and you or your sales force will learn some good nuggets before deciding if the full program is for you or not.  I learned at a young age that investing in a sales coach would be the difference maker between me and my peers.  That is advice I give to everyone I meet to this day as it changed my life.

As I said before, I highly recommend this sales training to anyone looking to get an edge on their competition and break out of their current comfort zone with their business.