Suggested Sales Approaches

Since most of our members are experienced financial advisors, and by nature, successful sales people, we sometimes find it hard to suggest a particular approach. However, experience has shown us that some introductions help minimize friction, and get advisor and client speaking about what’s more important – Life Insurance. Rather than going into full explanations and long winded introductions. You have one chance, less than 30 seconds to ensure you get this sale. Everything you do in those 30 seconds is what counts.

In most traditional first contacts, your phone call is aimed at getting the appointment. This works well if you have been given a referral, but internet leads work differently.

The people we will be putting you in touch with went online and searched, and explored their Life Insurance options. If this was their approach, then their core value here would most likely be convenience. Many choose to conduct business directly over the phone, without needing a meeting. If you are good at what you do, you need to meet the customer where they are at. Be an advisor, and sell them on a policy.

Your phone pitch has to communicate the convenience of working with you. Why you can make their life easier, and better. Think about what your unique selling points are, if compared to a call centre agent...

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