Life insurance sales, remote sales, and the path from appointment setter to closer—told by Kelly Vincent of Pinnacle Life Group.
Learn proven sales scripts that work, how independent insurance brokers scale, and the persistence behind passing the life insurance exam.
In this episode of Discipline • Desire • Dedication, hosts Dakota Lang and Garrett Cotten dive into Kelly’s journey from telesales/solar to remote life insurance sales, why broker vs captive matters, the burn-the-boats mindset, and how to mirror top performers without “reinventing the wheel.” You’ll hear practical advice on lead generation, Zoom presentations, recruiting remote agents, and building a sales team while protecting your own production.
If you’re a door-to-door rep exploring remote sales or a new agent chasing that first deposit, this conversation is your playbook.
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