Lead Generation Strategy for Insurance Agents

What is Lead Generation
for Financial Advisers?
© 2019 Sky Digital Agency. All rights reserved.
@skydigitalagency 
workshops@skycrm.asia
www.skydigitalagency.com
Charmaine Lee
Chief Digital Marketing Trainer &
Consultant at Sky Digital Agency

What does Lead Generation Mean?
Lead generation is the process of attracting leads (your
potential customers) into a contact management or
marketing software system with the hope of nurturing them
throughout the buying process to help convince them about
your offerings and then convert them into a paying customer.
- Wikipedia
Charmaine Lee

What is the purpose of Lead Generation?
Lead generation describes the process of
stimulating interest in a product or service for the
purpose of developing a sales pipeline.
Charmaine Lee

Lead Generation is like Marriage.
Before someone purchases with you, they need to trust you, like
you, and feel that the it is the right decision to purchase with you.
Before someone marries you, they need to get to know you, fall in
love with you, and want to get married.
It is possible that someone falls in love with you, but may not want
to get married, or may not be ready for marriage. Right?
Charmaine Lee

How can you collect a list of leads who will be interested to
purchase with you as a Financial Adviser?
• Can you add value to them, and build that friendship & Trust with the
help of Social Media? ($100 = 5,000 to 8,000 unique reach)
Charmaine Lee

• Who is your best audience and customer?
- Is there a particular gender?
- Is there a particular age group?
- Are they of similar interest, personality?
Charmaine Lee

• Who is your best audience and customer?
- Is there a particular gender?
- Is there a particular age group?
- Are they of similar interest, personality?
• Which platforms are you able to show up often enough, at least once a
day or 5 times a week? (i.e. Will it be LinkedIn, Instagram, Facebook,
YouTube?)
Charmaine Lee

Let’s say you picked Instagram as a platform.
• Age Group: Typically 18 to 35 years old.
• Which gender do you find easier to close? No preference?
• Plan a Content Strategy with a mixture of contents such as: 
- Contents to Education & Inform
- Contents to Entertain (if you are able)
- Mixture of graphics and videos
- Put yourself into your customer’s shoes, what are they most worried
about? What are your customer’s greatest doubts before they purchase?
Charmaine Lee
Ebook Idea: 8 ways to save and retire gracefully without worries about money

Take our instagram course for example:
• Age Group: Typical participants are aged 30 to 45 years old.
• Female, Business Owners, Self Employed
• I share common misconceptions, growth strategies in the form of
infographics on Instagram, Videos on Facebook & YouTube, while I share
Infographics, Slides & Videos on LinkedIn. 
• We share weekly videos on YouTube
• I share group photos, reviews, trainer profile to help answer each doubt
my potential customers may have.
Charmaine Lee

Lead Generation for Financial Advisers
• Google Forms to ask & quiz
• Free Ebook / worksheet to plan their retirement goals
• Events / Talks
• Webinar
• Instagram & Facebook Lead Ad Forms
• FREE Landing Pages with MailChimp and MailerLite
Charmaine Lee

Learn with us:
Charmaine Lee

Lead Generation Strategy for Insurance Agents

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