Sales Process
In this section of the training, we will cover the important things you need to know while you are sitting with a client. Please take good notes and practice these things to ensure you are ready to hit the field.
Tools Needed for this Section:
Please print these out AND save them on your phone/iPad for future use!
Warm Up - Building Rapport:
Presentation Tips:
Presentation:
Presentation Bullet Points:
Underwriting:
Transition to the Close:
Closing Techniques:
Warm Down & Referrals:
Replacements (Upgrading):
Overcoming Objections:
Getting Their Policy:
Do NOTS:
You will want to record a "Mock/Fake" Presentation at this point. You can download a recorder app on your phone or iPad if you do not already have one. You can use the tools and training you have received so far in this training and just record yourself doing a Presentation. Send this over to your agency owner and they will critique it. I know this will be "weird" for most of you, but it is a crucial step that allows us to find areas to make you better.
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