The Team Member Perspective teaches sales and service techniques tailored for insurance team members in the form of weekly live interactive training & practice. These sessions allow for team members to learn what successful team members are doing nationwide, instead of trying to reinvent the wheel.
MEET OUR TEAM
Colter Johnson
TEAM MEMBER COACH & OWNER
As a former top producing team member, Colter consistently wrote 200+ life insurance applications with $100k+ in annual premium submitted and 100+ health applications and $20k+ annual premium submitted every year.
Colter prides himself in helping team members get out of their head and into the production, money, and life they want.
Christian Bisese
TEAM MEMBER COACH
As a top producing raw new business team member with 10+ years of insurance experience, Christian excels in the team member seat. On average, Christian writes 50+ raw new auto, 25+ fire, and 25+ financial services every month.
Christian specializes in coaching team members with new business acquisition of all lines.
Megan Trevino
TEAM MEMBER COACH
As a top producing hybrid sales/service team member, Megan is a rockstar at capitalizing on opportunities. Megan consistently produces 15+ life policies per month averaging $100k in annual premium, as well as writes P&C at a high level.
Megan is passionate about helping team members tap into their potential and protect more financial futures.
Joseph Matela
TEAM MEMBER COACH
As a top producing team member for his agency, Joseph consistently averages 175 life applications a year and 175 health applications a year.
Joseph specializes in coaching team members with new business acquisition in all lines, specifically life & health products.
Jeremy Davis
TEAM MEMBER COACH
Jeremy is a consistent top producing team member, based out of Colorado. Jeremy is a tenured expert with a whopping 13 years of experience in the team member seat. Jeremy averages 80+ policies every month and is a consistent contender in the sales league.
With his contagious energy, Jeremy is passionate about helping protect people's financial futures and helping team members become consistent top producers.
Madison Croasdell
TEAM MEMBER COACH
As a top producing new business team member out of Colorado, Madison has a consistent track record of 100+ apps - including 15+ financial services every month. Madison produced 33 life apps her first year and finished her second year with 173 life applications.
Madison is known for her 3 touch referral system and specializes in writing all lines with new business.
What is The Team Member Perspective?
At The Team Member Perspective, we are dedicated to empowering team members with sales processes already working for team members nationwide.
We focus on the development of essential sales, communication, and mindset skills to be compelling in our conversations with prospects & customers. Our goal is for team members to write more policies, make more money, and protect the financial futures of more people. As a result, our agency's will naturally hit their yearly promotions and goals- through the team members. That way our agency owners to focus on other areas of growing the business. Be business owners, not business operators. Work on the business, not in the business. We recognize for that to happen, the team members need to pick up the production.
With a collective experience of 40+ years in the team member seat, our team understands how to continuously grow & develop team members into consistent top producers.
Identifying a gap in the training and development of team members within the insurance space, we noticed a lack of focus on fundamental skills such as sales techniques, effective communication, and cultivating & maintaining a winning mindset. While many organizations offer high-level strategies, we recognized the need for practical, tactical details to truly excel in these areas. We want our team members to have the details.
Our approach is centered around “the team member perspective”. We learn from of variety of top producing team members nationwide. Ones that are consistent at a high level. Everyone does things a little differently and we believe that hearing from a variety of our peers gives everyone the best shot at winning. Through networking, healthy competition, continuous learning, and mentorship, we aim to create an environment where team members can thrive and reach their full potential. An elite team member study group, if you will.
Our ultimate goal is to equip team members with proven sales processes that have already yielded success for team members nationwide. By developing their sales, communication, and mindset skills, we empower them to engage in compelling conversations, increase their income, expand their impact, find fulfillment in their roles, and help the agency achieve its goals.
Through the guidance of our Top Producing Team Member Mentors and Coaches, we are committed to ensuring that every agency who joins our community has the support and resources needed to succeed. And to succeed at a high level. Consistently.
Empower your team members with The Team Member Perspective and they will empower your agency.
