The Story
Stacie’s proprietary VAM™ Virtual Agent Method framework has kept her in the financial services industry since 2008 putting her in the top 1% of the industry. When asked how she achieved this accomplishment, she detailed the following 6 steps which are simple in nature.
Statistics show 90% of life insurance agents leave in the first year and 90% of those that remain are gone before year 5. However, Stacie has lived the art of the pivot thriving through multiple recessions, covid-19 quarantine, and the migration of the insurance industry into the online space birthing the virtual life agent and the hybrid business model.
Stacie is the president of Financial Motivations Consulting & Insurance Services and the Founder of Black Life Insurance Agents of America FB Community curated as a safe place for our black and brown agents to call home while on their virtual journey. To help 3,000 life insurance agents to start, grow, or scale their virtual life insurance business is her movement which is why she is sharing her exact proven blueprint for business stability and longevity.
Join 1700 other agents who are trained weekly via the Lead Conversions For Life Insurance Agents show on how to get better with sales and closing so that they can make more money with fewer leads. Stacie is also the founder of the Virtual Life Agent Academy™ where agents close the gap between ideal and implement.
Stacie feels that “The better equipped and more stable our licensed financial professionals are, the longer they will stay in the industry, the more they educate our community on little-known financial strategies, and the more we can close the wealth gap, wage, and financial literacy gap.” This is why she agreed to this magazine feature.
In her 25-year career in entrepreneurial sales, she has received multiple awards for speaking, training, and sales and has collectively helped thousands of families save millions of dollars by avoiding The 8 Silent Wealth Killer: 4 Ways You’re Giving Your Money Away & 4 Ways Your Money Is Being Taken From You. This is her upcoming second book which was published written in 2018 as an e-book and is due to be released in hard copy later in 2023.
The Problem
What has allowed Stacie to remain in the financial services industry since 2008 putting her in the top 1% of the industry? When asked how she achieved this accomplishment, she detailed the following 6 steps which are simple in nature.
Statistics show 90% of life insurance agents leave in the first year and 90% of those that remain are gone before year 5.
The Solution
Essentially, l kept reinventing myself remaining a thought leader in my industry. This is how the Virtual Agent Method was born. They are 6 steps that are simple by nature but has given me the edge and kept relevant through recessions, covid-19 quarantine, and the tech transition into the virtual space.
When asked: How have you remained in the industry since 2008 putting you in the top 1%? This was her reply.
The Solution
Essentially, l kept reinventing myself remaining a thought leader in my industry.
1. I found new ways of generating consistent quality leads for longevity. Learning your agent type and the ideal lead-generating strategy to match that leads to comfortability, productivity, and consistency is priceless. When coupled with a robust daily action plan of income-producing activities that are aligned with your energy and personality success in the form of predictable revenue is inevitable. Identifying your unique revenue engine components is the starting point
2. Adding additional revenue streams for stability. Revenue that comes despite how you feel, your family events, and your location or availability is generated by income diversification. Monetizing your gifts and talents while remaining under life insurance lends to a broader revenue base and predictable paychecks. Educating without being present and knowing how much to share for free and where to draw the line and charge a fee for your intellectual property is key.
3. Monetizing my personal & business financial journey + my personal & professional development skills. This increased my value and demand exponentially. All life insurance agents should brand themselves by crafting out a piece of the internet and owning it. Curated a non-toxic timeline and attracting like-minded folk makes the world smaller and builds a community of like-minded warm leads.
4. Locating the intersection between past experiences, education, and expertise. Successfully weaving these into my laser-focused and ongoing life insurance connections with intentions directly enhanced my sales, leads, opportunities, referrals, affiliates, retention, and repeat client numbers. Life insurance is all about relationship building.
5. Embracing tech as a way to reduce overhead and increase productivity. I have a BA in computer science and have always been a #GirTechie. I transitioned my business online in 2017 in order to affect change on a larger scale. The hybrid biz model allows me to prospect, convert, confirm, prequalify, prime, and prepare prospects so I only meet with serious leads ready to take action using sales/leads funnels and automating the daily workload. The top agent tools can be free while replacing human error and people management. How to reallocate your human capital to client retention instead + adding a viable commission structure is all that’s left to do.
6. Personal development daily for money mindset work and agent business mindset reminders. The life insurance world of sales and relationship building isn’t always the most kind. Entrepreneurship is 80% personal development. The thousands of negative thoughts, triggers, and unwanted memories that affect our mood, energy, and behavior have to be monitored daily. Self-sabotage shows up in many forms.
I believe in mantras and quote. I’m known for creating them to assist with personal and professional development. My favorite is “Life insurance agents are community superheroes However, we should not have to pay the price of peace in the process.
Why choose between spending time with your families and helping the families in your community when you can comfortably do both and make a ton of money doing it.
Since 2020, Stacie has focused primarily on life insurance agents. Build out their entire tech stack, virtual sales and leads funnels, back office infrastructure, AND professional branding. Having this done by a veteran life agent with a history in sales and finance gives her clients an edge!
FINAL THOUGHTS
I believe in mantras and quote. I’m known for creating them to assist with personal and professional development. My favorite is “Life insurance agents are community superheroes However, we should not have to pay the price of peace in the process.
Why choose between spending time with your families and helping the families in your community when you can comfortably do both and make a ton of money doing it.
Since 2020, Stacie has focused primarily on life insurance agents. Build out their entire tech stack, virtual sales and leads funnels, back office infrastructure, AND professional branding. Having this done by a veteran life agent with a history in sales, finance, and tech gives her clients an edge!