Episode Summary
In this episode of Broker Link, Cynthia Rosales, Regional Sales Director at The Brokerage Inc., with 28 years of experience in Medicare sales, discussed the importance of differentiating between sales and educational events, emphasizing the need for reporting in sales events.
She advised choosing venues where seniors gather, such as restaurants or senior centers, and securing dates consistently. Rosales recommended a budget under $15 per person and highlighted the significance of national marketing during AEP (August-December). She suggested scheduling events 21 days in advance and maintaining consistency for six months. Rosales also stressed the importance of being compliant, using the correct language, and being confident in product knowledge.
With years of experience in the field, Cynthia offers practical, actionable tips to help agents and teams host successful, high-impact events.
