Mike Aoki

The conversion from order-taker to salesperson is not that easy. Nine tips to successfully transition your agents from a reactive to a proactive role.

The more companies want to please customers, the more that can be exploited by con artists, hackers and other cybercriminals through social engineering.

Fulfilling identified customer needs, clearly outlining fees and mentioning any restrictions builds customer trust. It also increases the likelihood of repeat business and referrals.

Strike a balance between rewarding sales and maintaining great customer service. Sales should always be conducted ethically, with a goal toward helping your customer get the best performance and value.

Seasonal agents may go on to become permanent, full-time agents. Properly treated, they may also become customers and cheerleaders for your brand.

It is easy for agents to get discouraged by the constant deluge of post-holiday cancellations. Show that they are making an impact by sharing positive retention statistics.