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Digital Sales Advisor Training Program.

It’s time for your agents and advisors to embrace the new wave of digital transformation.

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About the Program

Transition from traditional sales
to new and advanced digital sales.

Digital approach is the ultimate need of the modern-day selling process. With our Going Digital program, you will learn to build awareness, attract prospects and increase sales using social media and digital marketing tools.  

Programme Curriculum ​
Digital Sales Manager

Finance (Coming Soon)

Financial Literacy
Digital Sales Manager

Finance (Coming Soon)

Financial Literacy
Learning Highlights

Programme Curriculum

Our comprehensive curriculum covers everything from basics to advanced levels of Digital Marketing and Sales. 

Level 1: Digital Sales Foundations
  • Why is going digital necessary?
  • Create your professional personality online
  • Isolate your personal and professional social media profiles
  • Clean up your profile
  • Know your channels
  • Choose the best fit
  • Import all your contacts
  • Join Groups and follow influencers
  • Social Engagement
  • Ideal content formats
  • Posting Etiquette
  • Posting Schedule
  • Wrapping Up
Total Modules
Digital tools
Level 2: Digital Sales Kickstarter
  • What are digital sales and marketing?
  • Becoming a modern and relevant advisor by going digital
  • Basics of every platform, best options
  • Defining objective and understanding the target audience
  • Setting up accounts 
  • Creating posts, starting the organic journey 
  • Boosting for better reach and engagement
  • Optimize the Facebook page and its content for the search ranking
  • Facebook Meta Business Suite
  • Facebook Ads Manager
  • Remarketing on Facebook – custom audiences & lookalikes
  • Monitoring Performance and Analytics on Facebook
  • LinkedIn organic strategy and what works best?
  • LinkedIn advertising and targeting
  • LinkedIn Sales Navigator
  • Twitter organic strategy and what works best?
  • Twitter Hashtags & tools to find the best hashtags.
  • Twitter Ads
  • WhatsApp: Difference between a personal account and a business account
  • Whatsapp marketing
  • Introduction to digital content 
  • Content Creation Process 
  • Know your audience 
  • Choosing the right format for your content 
  • How to design good digital content?
  • Benefits of Email Marketing in prospecting and contacting cold leads 
  • Basics of Email Marketing 
  • Walkthrough tutorial of email marketing tools 
  • Design your own email marketing strategy and understand drip campaign 
  • Tracking and analysis
  • Why is digital analytics necessary? 
  • Types of social media analytics 
  • Key performance indicators
  • Learnings from Key performance indicators
Total Modules
Digital tools
Level 3: Digital Sales Professional - I
  • Digital Sales Fundamentals 
  • Understanding the Financial needs of the customer
  • What is Feature Selling
  • Feature Selling Vs Benefit Selling 
  • How Do People Make Buying Decisions 
  • Developing our Questioning Skills 
  • The Art of Painting a Picture Correctly
  • 8 Fears of the Customer
  • What is a lead and how to generate leads 
  • Rethinking Your Lead strategy 
  • Tips to help design a sales pitch for digital sales
  • How to make sure that you are generating authentic leads
  • Lead Mapping 
  • How to Screen a Prospective Lead and prospect needs 
  • How to Introduce Yourself to your Prospective Lead
  • Elevator Pitch, Importance of Being Natural and Seeming Genuine
  • The Sales Funnel 
  • What is a Digital Sales Funnel and How it helps to scrutinise Leads 
  • How our Brain Processes Information
  • The mindset of a customer during a sale 
Total Modules
Digital Tools
Walkthrough Videos
Case Studies
Level 4: Digital Sales Professional - II
  • Marketing Tactics
  • Workshop or Activity or Assessment: How to write “eye-catching” headlines 
  • How to apply Hashtags 
  • How to conduct interactive activities on Social Media
  • Activity/Assesment How to create an editorial calendar for blogging and scheduling post
  • Reasons Why Prospect Object
  • Objection Handling Methodology
  • How to tackle questions
  • Seeing objections as opportunities
  • Why do we need Sales CRM? 
  • Types of Sales CRM
  • Configuring your digital tools to Salesforce CRM 
  • Benefits of using CRM for Customer Service 
  • Tricks for using CRM for Customer Service
  • Trial Closes
  • Close 5x
Total Modules
Digital Tools
Walkthrough Videos
Case Studies


On successful completion of the programme, advisors and agents will receive a certification that will be shareable across all social media platforms which help them showcase their new skills to employers and clients.

Development Partners

Going Digital is the flagship program in the digital advisor series, a global collaborative effort developed between Learnsure AI and iPi Global Solutions (UK). The learning series is available on the Learnsure LXP and Mobile Apps. 

Learnsure AI
About iPi Global Solutions

iPi Global Solutions, UK is a global team of insurance management consultants, professional coaches, and expert practitioners. iPi’s consultants have previously held leadership positions with industry leaders such as the Chartered Insurance Institute, LIMRA LOMA and with leading insurers such as AIA, Axa, Allianz and Swiss Re.

Frequently Asked Questions

No, you can start with any level and on completion of it, you’ll get a certification for that level.

Digital sales program is a self-paced learning program and you can learn at your own pace. Ideally, it takes 3-6 months to complete the course.

Having Insurance Industry leaders onboard helps you to learn from their experience. They have successfully implemented the digital processes in their organisations and are willing to assist you in doing the same.

Every module contains engaging games and quizzes and you have to get a specific score. There is no separate exam for earning the certification.

It is recommended to buy the whole course. However, you buy modules separately.

Start your digital journey today!

Please get in touch with one of our representatives or fill in the form given below and we will get back to you. 

Program Highlights