Are you an insurance agent and/or a financial advisor? If you are, have you ever wondered how can you find more clients as an insurance agent or a financial advisor on Social Media today?
If you do, this article has some questions you can ask yourself on how you can get started, and 2 video Case Study of Insurance Agents / Financial Advisors on Facebook Business Pages, and Instagram Accounts.
There are 5 questions every insurance agent and financial advisors need to ask themselves.
In this video, I am going to walk you through what you’re missing out as an Insurance Agent on Social Media.
1. Ask yourself if you have knowledge to share as an Insurance Agent to help your customers make better and more informed decisions
- This is what I heard from my friend from Aviva, that Aviva investment/savings plans have better returns that Prudential but Prudential has better marketing.
- As we were having this conversation, I was thinking, there is so much more Insurance Agents can do, to position the products they stand for whether from AIA, Prudential, Aviva, etc.
Naturally, if you have knowledge to share as an Insurance Agent, the next question I have for you is:
- Are you willing to share the knowledge on Social Media?
- If you are willing to share these knowledge on Social Media, what’s stopping you?
Get started by creating your Facebook Business Page with the correct settings!
As a financial adviser & insurance agent, we need to differentiate ourselves from our competitors, and figure out at least 3 to 5 Unique Selling Points (U.S.P.s) so that our customers find it easy to make a decision to purchase with us, or engage us for our services.
Here's a video where I share about how Peatix competes with a giant event platform EventBrite, and a checklist for you to map out your own U.S.P.s after understanding the example given in the video :)
If your customers are on Instagram, using and spending time on Instagram, here's the top 3 common mistakes made on Instagram by Business Owners, and 5 of our top instagram marketing strategy:
You might say that you do not have time to create the graphics, but these are skills you can learn!
You could easily design with Microsoft PowerPoint, and in the video below, you will see that majority of our Facebook and Instagram Posts are designed in Microsoft PowerPoint or Keynote.
Meanwhile, I am attaching some of our Instagram Posts designed with Keynote below:
You might say you are not comfortable sharing these knowledge opening on social media, for the fear that competitors will do the same.
There will always be people who copy. But if we do not do what we need to do (share our knowledge), someone else will, and we will be at the bottom of the Social Media Marketing GAME.
You might be afraid of people stealing your ideas or the graphics you created for your social media accounts, and many other reasons (P.S. there are ways to protect your graphics with watermarks).
My point to you today is that if you DO NOT do it, someone else will.
If you DO NOT get started early (like right now), you will be the one losing the Social Media Marketing GAME of brand positioning, thought leader, etc.
I am telling you, not many has taken this approach and run with it yet. I am going to share with you some Instagram Accounts of Insurance Agents that are doing well, but I think there is a MUCH BIGGER potential to do better.
Don’t be late to the GAME. People who are late to the Social Media Marketing GAME, tend to find difficulty to position themselves differently.
This is a brand positioning and long term investment, as you might not see the returns immediately, and it might take 6 months to 12 months to get organic results.
What you need to know is that Social Media Marketing needs 3 things:
- Social Media Marketing Content Strategy
- Maximum Commitment
Learn Insider Settings we share with our participants during our courses! New Ebook, Published 5 July 2019!Download Facebook Guide Ebook >
Did a course with Charmaine on the 2nd of Dec. She was able to give us a comprehensive leeson on facebbok with a 6hr span. We had a lot of hands on practice and i feel everyone was able to learn at their own pace. The small size class room was definitely a plus and i would reccomend people to sign up with them especially if they are very foreign to facebook marketing! Cheers!
Lead Generation Industry
I recently attended Sky Digital Agency's SEO & SEM: Fundamentals to Internet Marketing workshop. Because of the small class size, the workshop was very engaging and enriching for me. It exceeded my expectations, and at the end of the day, my objectives were met. Thank you, Charmaine, for the knowledge imparted and for answering our questions and doubts!
Charmaine did an exceptional job presenting the material. She set up by explaining what she was going to teach us, summarized, and proceeded to teach, providing relevant real life examples. She found out what we handled and catered examples to us that makes the course meaningful. I personally highly recommend you to take up digital marketing courses she crafted. It does upgrade my digital literacy and critical thinking.
Attended "Grow your business with Facebook Marketing" workshop last weekend. The workshop gave us an insight of the varies effective adversting tools provided in the facebook platform.
Charmaine is friendly, professional and welcome all questions during the class. She also shared valuable tips and real life cases so that everyone has a better understanding of what facebook marketing campaign is all about. I would definitely recommend Charmaine if you want someone patient and helpful!
I’ve learnt a lot from the session on “Master Email Marketing with MailChimp” with Charmaine yesterday. She has shared many valuable tips and resources that are available for SMEs to tap on to start working on our email campaigns efficiently and effectively. Great stuff!
Thank you Charmaine for your guidance and patience in answering every single question from all of us in class.
I attended the SkillsFuture approved course "Grow your business with Facebook marketing" and appreciated the hands-on immediate application during the course itself.
I attended the "Email Marketing with MailChimp" workshop, and it was very informative - I definitely left the workshop feeling more enriched and knowledgeable about the email marketing! :)
Charmaine covered both MailChimp and Canva, and was very patient with all the students. I loved how the class size was very small, so it was very cosy and comfortable to talk and ask questions.
National Healthcare Group (NHG)
I signed up and attended Sky Digital Agency's "Grow Your Business With Facebook Marketing" workshop quite recently.
I would like to thank Charmaine for her guidance in the workshop. Charmaine is professional and knowledgeable. She is also very approachable and always ready to answer your questions.
What I really liked about the workshop was besides the Facebook advertising mechanics, Charmaine took the extra steps by providing free tools to make the advertising campaign look more attractive. She also helped us to walkthrough a brainstorming process before we go about creating the Facebook ad.
The thing I felt could improve better was perhaps to spend more time on going through the ad platform again or in more detail as there was not enough time for details because it is a one day course.
Nevertheless, it was a great learning experience. I highly recommend anyone who wants to learn more about Facebook marketing to Sky Digital Agency.
Adult Trainer with People's Association
I attended the "Email Marketing with MailChimp" workshop with Sky Digital Agency recently.
The two things that I had appreciated most about the training were the small class size made conducive for learning and the informative handouts that the trainer had provided us, which supplemented her presentation very well.
Charmaine is experienced, candid and fun! I would highly recommend the workshop to anyone who is exploring email marketing for their work or business.
I attended the SEO and SEM workshop. I really like how the course was well-structured and clearly presented. As someone who is completely new to internet marketing, I found it easy to follow the class. Lots of practical tips and references to useful templates and resources. Charmaine also took the time to address all our questions. Great class!
Already started to advertise my company facebook after attending this workshop. This workshop gives me the confidence to go ahead and plan the advertisement. Worth to attend to have a better knowledge of facebook marketing.
Director at Annesing
I attended the "Fundamentals to Internet Marketing" and the "Visual Content Marketing" as I needed to get more insights for my new job. It was the best decision ever! Charmaine is an awesome presenter, she is very patient and explains things so well. I would recommend her workshops anytime, regardless of age or knowledge. My new colleagues am quite impressed with my Infographics Skills :) Thank you so much and thumbs up! Claudia
I attended the “Master Email Marketing with MailChimp Workshop” with Trainer Charmaine in late January this year, and this review is long overdue!
Having started my own social enterprise, the marketing and publicity aspects have been a necessary yet challenging one. I found the workshop very helpful in a better understanding of not just the workings of MailChimp, but on tips and strategies for effective use of it as well. The workshop went beyond what I expected and explored the creative side, as we delved into the aesthetics of our designs (via Canva - a lifesaver for a Photoshop-amateur as myself!) which is crucial to online marketing as well.
Charmaine possesses great insight on the topic, and is equipped with the design skills and experience on the same. She is generous in her sharing of tips and suggestions, not just on MailChimp per se but on targeted concerns pertaining to our individual business/focus.
Additionally, I found the small group size a comfortable and effective one for learning and even a platform for the exchanging of ideas. The time we had during the workshop was a good balance of learning and hands-on practice; as well as a place where we can raise questions and gain practical help at the same time.
Highly recommended for entrepreneurs, business owners, sales personnel, and any others who are looking for more knowledge on the workings of email marketing and MailChimp!
Social Entrepreneur (Reblossom)
The Infographics and Visual Content Marketing course was an effective way for me to quickly get up to speed on the resources and tools available to create impressive looking presentations and visual materials over one Saturday. Good work, Charmaine!
Thank you Charmaine for the very useful & informative workshop yesterday! I learnt new things about Mailchimp that will definitely help in our future marketing efforts. Will definitely recommend this workshop to others! :)
Had attended Charmaine course on Grow your business with Facebook Marketing. Learned how to market my own business through Facebook and went to try it out and it drove 6 organic enquiries which all translated into a sale for me. Definitely worthwhile! Thanks Charmaine!