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1 Moana is a new life insurance agent. She is concerned that she will not remember to do everything for the client that is expected
1 Moana is a new life insurance agent. She is concerned that she will not remember to do everything for the client that is expected of her. She knows that there is a process that needs to be followed that has been developed by the industry associations. She met with a potential client, Subat, on a number of occasions. In her first meeting, she conducted a needs analysis, made sure she understood what Subat's expectations and goals were. She gathered all the facts needed to make the appropriate recommendations. In her second meeting she provided her recommendations and supplied Subat with the product information. Subat agreed with Moana's recommendations and they filled out the application together. Moana then personally delivered the policy when it was approved. What type of sales process is Moana following? MXVMY1U5cUdCS1BqWC8wWEUWYWsYUT09 a.O Client-facing sales practices. b.O Needs-analysis sales practices. CO Needs-based sales practices. d.O Goals-based sales practices.
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