🎯 Track 3: Self-Employed BFSI Professionals
(Mutual Fund Distributors, Insurance Agents, Loan DSAs, Freelance Bank Partners, and Independent Advisors)
The most reliable roadmap for self-employed Mutual Fund Distributors, Insurance Agents, and Loan DSAs to turn inconsistent sales into consistent growth
By building a strong personal brand, mastering multi-product pitching, and setting up systems that attract and convert the right clients.
You Took the Bold Step to Go Independent…
But now you’re asking:
- Why is it so hard to grow beyond ₹1–2 lakh/month?
- Why are clients still comparing you with “online apps”?
- Why don’t people see you as an expert — even after years in this line?
Let me tell you why.
It’s not your product. It’s not your effort.
It’s your positioning, sales process, and growth strategy — and we’re here to fix that.
Which BFSI Roles
is This Ideal For?
Track 3: Self-Employed Coaching (MFDs, IRDA Agents, DSAs, ARN Holders)
For licensed financial advisors running or building their own client base.
✅ Mutual Fund Distributors (ARN Holders)
Stuck at ₹1–2 Cr AUM, unable to scale leads or build trust
✅ Insurance Agents (IRDA Certified)
Selling LIC, Term, Health, but missing consultative selling or renewals
✅ Loan DSAs
Chasing leads, depending on tie-ups, but lacking predictable systems
✅ Part-Time/Full-Time BFSI Entrepreneurs
Trying to sell all 3 (MF, Insurance, Loans) but without a structured business flow
✅ Finance Influencers / Ex-Banking Professionals
Who’ve started solo but need guidance to build authority & inbound leads
🧭 If you want to grow from individual sales to a high-trust, recurring-income business — this 1-on-1 coaching will give you the strategy, positioning, and execution support.
Nobody teaches self-employed BFSI pros how to grow like a business.
As a self-employed BFSI professional, you’re wearing all the hats:
- Salesperson
- Customer support
- Lead generator
- Brand builder
But even after all that…You’re still facing:
- Unpredictable income
- Low conversions
- Clients that ghost you after taking quotes
No clear roadmap to scale your business
Introducing: 1-on-1 Coaching for
for Self-Employed BFSI Professionals
A custom-built coaching track to help you:
✓ Get more qualified leads
✓ Close more sales, without discounts
✓ Retain clients & generate referrals
✓ Build your brand — even without showing your face
Whether you’re an Insurance Agent, Mutual Fund Distributor, Loan DSA, or a freelancer in Banking/Wealth —
this coaching helps you grow like a business owner, not just a solo sales rep.
fully personalized coaching plan
1-on-1 Coaching for Self-Employed BFSI Sales Professionals
Sales & Positioning Skills
✅ How to create trust in 60 seconds — and get clients to choose you
✅Objection handling for “I’ll think about it”, “I’ll do it online”, “Send me the details”
.
✅ High-converting pitch structure (with templates for MF, Loans, Insurance, Banking
Lead Generation & Retention
✅Simple systems to get referrals & repeat clients
✅ How to use WhatsApp + basic online tools to grow your visibility
✅ Daily lead flow — without running ads or hiring teams
Business & Income Growth Planning
✅ How to plan income targets (₹1L to ₹5L/month) with realistic product mix
✅ Time management & systemization for solo pros
✅ When to expand, how to build a team (and whom to hire first)
Live, 1-on-1 Coaching
✅Tailored plan as per your product, city, income goal & style
✅ Ongoing business feedback via WhatsApp
✅ Flexible timing (weekends/evenings)
BONUSES
BONUS #1
Authority Positioning Toolkit
Scripts + templates to introduce yourself as a trustworthy expert (without being pushy)
BONUS #2
Repeat Client Formula
Turn first-time clients into lifetime customers
BONUS #3
Offline + Online Lead Strategy
Generate leads from social media + WhatsApp without paid ads
BONUS #4
Follow-Up Automation Templates
Message + call follow-up scripts that bring dead leads back to life
BONUS #5
Lead Generation Toolkit for MFDs, DSAs, Agents
Templates for WhatsApp, SMS, Email, and Social Media to get consistent leads
BONUS #6
Client Retention & Cross-Sell Scripts
Frameworks to retain clients and sell across MF, Insurance, Loans, etc.
BONUS #7
Team Growth Plan
How to hire, train, and manage junior partners or team members
BONUS #8
Business Dashboard & Monthly Planner
Track AUM, commission, growth goals, and activities without confusion
This is not just sales coaching
It’s a business growth roadmap for independent professionals like you.
FAQ
👉 Step 1: Book Your Free Clarity Call
👉 Step 2: Get your custom coaching track + roadmap
👉 Step 3: Start 1-on-1 coaching with expert support
Yes — we’ll teach you strategies that work without reels, ads, or showing your face.
Absolutely. Most agents/distributors never learn business strategy. This fills that gap.
No. We teach solo pros to scale first — and hire only when necessary.
It works for all — MF, Loans, Insurance, Banking — and even cross-selling.
This is 1-on-1 implementation — with real-time feedback, hand-holding, and a full roadmap.
Join the Program Now –
1 on 1 coaching
(Limited Seats. Don’t Miss Out!)
What you get:
✅ 1-on-1 coaching sessions
✅Personalized Income Strategy
✅ All bonuses
This is not an expense — it’s an investment in your business growth.
You’ve worked hard.
Now let’s work smart — and scale your income & independence.
Book your Free Clarity Call today
In this call, we’ll
✅ Understand your business & growth blocks
✅Help you plan your next big income leap
✅Show you how this 1-on-1 program can unlock your next level
Limited Slots Only — We Keep It Personal.
Click the button below and book your Clarity Call today.
Let’s grow your BFSI business — the smart way.