Sometimes simple is better! Try this script today and see how it works for your agency. And this system will help you stay on track with your life sales goals all year long. By creating a system of asking at every endorsement, you know that you’ll be generating a certain amount of responses and leads. (His office also asked if someone had recently changed jobs in order to look for possible 401k rollovers.) This process gave him a steady stream of leads to pursue. I remember having lunch a few years ago with one of the top life and financial producers with Allstate and his advice was to ask that simple question with every endorsement. Either way, make sure that your staff are documenting the conversation so you know that they’ve been asked in the future. They’ll either be receptive or say they’re not interested. I just need to know if you’re a smoker or not?” If No – “ I’m going to mail you a quote for a very basic life policy designed to cover funeral costs and final expenses. (You might send out a postcard explaining that they’ll lose coverage when they change jobs and it will be more expensive.) They don’t see a need since they have coverage already! Better to document the response and plan a marketing campaign to all clients with coverage through work at another time. Here are my thoughts…if someone currently has coverage and isn’t directly asking about Life, it’s going to be a difficult discussion to start. If Yes – “ Is it through your work?” Note the response in your CRM or management system and move on. Pretty simple right? Incredibly simple and easy for all of your staff to remember. Open The Conversation With This Sentence: Plus, you get a good feel for the client’s budget and what is going to be affordable. What if instead of talking about protecting the family, you started out by presenting final expense coverage? The hardest part of any life insurance sale is getting the conversation started! From there, you can dive into other options and how much coverage is really necessary. Studies have shown that these are the TOP 3 reasons someone purchases Life Insurance:Ī lot of times, we use language like “ protect your family“, but that’s NOT in the top 3 motivators, which means the language may not be getting the right result.
SALES ROLE PLAY SCRIPTS REGISTRATION
That means that in any marketing, you have to speak the right language to get the result you want (more quotes!) Role plays take place in the Huntington Sales Lab located in Savage Business Complex (SB) 4200 (or online via Zoom, Watch Going Virtual Guide) and can be administered during the days/hours when the sales lab team (typically the ESSPS Graduate Assistant) is present and an appointment has been confirmed via online role play registration or make.
We know that people don’t always buy what they “need”, they buy what they WANT. What motivates someone to buy life insurance?
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