6 Sample Calls
Call #1
This is a sample call. You don't always have to spend a lot of time building rapport. Be perceptive and if they're ready to talk let them roll.
Sample Call #2
Sample Call #3
This call shows how you can fact find with just regular conversation and offering advice. There are some captions on the screen on this one. I get most of the fact finder filled out just by listening to his question and then answering his question by giving him additional data that is relevant. No second appointment or close on this one. Listen for the details. You should be able to predict the odds of working with them long term after the first few minutes.
Sample Call #4
This call went from introduction to rollover call.
We called the custodian and asked for a rollover to consolidate.
Don't slow down the prospect if they're ready to move!
Sample Call #5
How to handle "Who do you work for?" It won't happen frequently, but when it does don't get defensive. Be cool!
Sample Call #6
There are some captions throughout this video. Education is key. Notice how even though I had multiple opportunities, I never talk about an IUL or "something better". If you book second appointments and they don't show up this is why.
Doing education and enlightenment is very important on the first appointment. If you come off sales-y or with intentions other than helping them, you might get ghosted. Some agents that have run MANY appointments come to me because they can't figure out why they aren't closing. It's usually because they're selling on the first appointment.