The Sales Execution Academy for Group Benefits Advisors
A practical advisor activation system for benefits advisors, brokers, agencies, MGAs, insurers, and distribution teams that need stronger prospecting, discovery, quote-readiness, proposal control, implementation, renewal, and account growth.
Why the Academy Exists
Product Training Teaches What Exists. ClearSales Teaches How to Sell It.
Product training
Explains plans, funding, carrier rules, quoting tools, eligibility, underwriting, administration, and compliance expectations.
ClearSales.ca
Teaches advisors how to create opportunities, ask better questions, earn cleaner quote requests, present recommendations, control decisions, manage implementation, and build durable client relationships.
What the Academy Includes
Assets for Learners, Facilitators, and Organizations
Learner Assets
- Textbooks
- Workbooks
- Knowledge checks
- Field assignments
- Completion requirements
Facilitator Assets
- Presenter guides
- Slide decks
- Roleplay instructions
- Timing plans
- Coaching prompts
Manager & Organization Assets
- Manager scorecards
- Certification rubrics
- Activity trackers
- Completion dashboards
- Pilot report templates
Academy Structure
The Six-Course Academy Pathway
A structured progression — each course builds on the last, moving advisors from readiness to account growth.
The Reality of Selling Group Benefits
Advisor readiness, business advisory selling, professional positioning, and the first 90-day launch plan.
Prospecting and Pipeline Creation
Target markets, list building, outreach, referrals, CRM discipline, call blocks, and pipeline movement.
Discovery, Diagnosis and Quote Request Control
Better questions, cleaner discovery, stronger data collection, quote-readiness, and qualified opportunities.
Technical Selling, Plan Design and Risk Exposure
Plain-language technical explanation, plan structure, renewal risk, funding concepts, and client-ready recommendations.
Presenting, Closing and Decision Control
Proposal clarity, recommendation discipline, objection handling, pre-close readiness, and next-step control.
Implementation, Service, Renewal and Account Growth
Implementation handoff, service rhythm, renewal preparation, retention, referrals, AOR discipline, and account expansion.
The Standard
Bring Proof, Not Intentions
ClearSales training is built around field execution. Participants are expected to write, practice, track, roleplay, update CRM records, complete assignments, and bring evidence of activity.
Training is not complete because someone attended a session. Training is complete when behaviour changes.
Certification Pathway
Three Levels, Earned With Evidence
Advisor Launch and Pipeline Readiness
Courses 1–2Evidence may include setup checklist, positioning statement, CRM/activity tracker, prospect list, outreach proof, and knowledge check.
Discovery, Diagnosis and Technical Sales Readiness
Courses 3–4Evidence may include discovery roleplay, needs analysis, quote-readiness review, plan vulnerability case, and technical explanation practice.
Practice Growth and Distribution Performance
Courses 5–6Evidence may include proposal roleplay, implementation plan, renewal strategy, AOR review, account-growth plan, and manager review.
This three-level pathway is the full Group Benefits Sales Academy — a six-course system covering the complete advisor journey from prospecting to account growth. If you're looking for a shorter, focused program, our 6-Week Advisor Certification is a single cohort course built specifically around the Buying Guide to Benefits — ideal as a standalone CE-eligible offering or as an entry point before the full Academy.
Who the Academy Serves
Built for Every Level of Distribution
Advisors and Brokers
For individuals who need stronger confidence, sales language, prospecting rhythm, and quote-readiness.
Agencies and Brokerages
For firms that need consistent onboarding, shared language, manager accountability, and field proof.
MGAs and Insurers
For organizations that need advisor activation, quote quality, product adoption, and measurable distribution execution.
Sales Leaders
For leaders who need scorecards, coaching rhythms, performance metrics, and repeatable deployment.
Want to See the Academy Structure?
Download the sample structure above, or book a call to discuss rollout for your advisors, team, or organization.
Request Academy Overview