TELESALES
TWO WAYS TO APPROACH VIRTUAL SALES
TELESALES:
Conducting the entire presentation and application process via phone
Target Client: Older Demographic Who Prefer A Simpler Presentation Method
ZOOM SALES:
A face-to-face virtual meeting using a PowerPoint via Zoom
Target Client: Younger Demographic Who Are Technologically Savvy
WATCH: HOW TO SELL TELESALES
SELLING INSURANCE VIA TELESALES
THE BEST TELESALES PRESENTATION
INSURANCE TELESALES MADE SIMPLE
INSURANCE TELESALES MASTERCLASS
Download these telesales scripts
WATCH: SELL WITH ONE-CALL-CLOSES
ONE-CALL-CLOSE BEGINNER'S GUIDE
A-Z BREAKDOWN OF ONE-CALL-CLOSES
ONE-CALL-CLOSE SCHEDULE & STRUCTURE
HITTING HOF WITH ONE-CALL-CLOSES
Download these SUPPORTING MATERIALS
WATCH: SELLING LIVE TRANSFER LEADS
How To Sell Insurance With Live Transfers
overcoming live transfers objections
TRANSITIONING FROM IN-HOME SALES TO LIVE TRANSFER SALES
NOW DOWNLOAD THESE LIVE TRANSFER LEAD MATERIALS:
WATCH: HOW TO SELL VIA ZOOM
SELLING INSURANCE VIA ZOOM
SELLING INSURANCE VIA ZOOM
SELLING INSURANCE VIA ZOOM
SELLING INSURANCE VIA TELESALES
Download these ZOOM SCRIPTS
IN-HOME AND VIRTUAL HYBRID METHOD
The Key To Hybrid Success:
The way you schedule your appointments is everything!
- For Field Days: Book at least 15 appointments for the next 2 days
- For Virtual Days: Every day is dial day
SELLING INSURANCE VIA HYBRID METHOD
TOOLS MAKE IT EASY
BE PREPARED FOR DIAL DAYS
CALL AT PRIME TIMES
If you call when people are typically home (8AM - 10AM &4PM - 10Pm) you can book more Immediate appointments or Same Day appointments.
SET IMMEDIATE APPTS
Average show ratios for Immediate Appts - 100%, Same Day Appts -60%, Next Day Appt - 30%, Two Days or Later - less than 7%.
USE A CALENDAR SYSTEM
Organize your appointment schedule and send your clients text reminders 6 hours before, 1 hour before, and 5 minutes before scheduled appointment time.
The Key To Hybrid Success
The way you schedule your appointments is everything!
⏹️For Field Days: Book at least 15 appointments for the next 2 days
⏹️For Virtual Days: Every day is dial day
BEST CARRIERS FOR TELESALES
FINAL EXPENSE
TERM LIFE | INDEX UNIVERSAL LIFE
DIRECT EXPRESS
ACCEPTS ITIN
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