7 Steps To Selling Life Insurance On The Phone!
Over the past few years, we have had agents asking us… “How Do You Sell Life Insurance On The Phone From Home?” What we tell them is… “If you just push products, you will find it tough to sell life insurance on the phone!” However, for those agents and advisors who have made the transition to consultative problem-based selling! Then selling life insurance on the phone from home is much easier. And it is no different than when you meet people face to face. You will want to follow the same step-by-step, proven process used by the best producers… to sell life insurance on the phone.
Set The Sales Appointment On The Phone…
Step 1 to sell life insurance on the phone… You call them to set a sales appointment. You use a sales appointment script based on you asking them the right questions! So that you can get them to tell themselves they have a problem. And then tell themselves why they need to meet with you. Because, if they do not see that they have a problem you can help them solve… Then why should they take the time to talk with you on the phone? (This is NOT about your products or investment returns!)
Step 2 to sell life insurance on the phone… You will want to set a time when you can call them back for the insurance sales appointment. Find a time when they can give you 40 minutes or more to review their situation. You will want to talk to both the husband and wife. Do NOT try to sell your life insurance on the phone during the first phone call!
“Ask yourself every morning… how can I increase my service today?” Earl Nightingale
Selling Life Insurance On The Phone!
Step 3 to sell life insurance on the phone… When you call them for the insurance sales appointment, you will want to do a complete problem-based fact-finding! This is more than just asking a few questions to find out what they have! You must ask them the right questions to help them to see the problems they are facing. You must find out what they want! What is most important to them and why? The more you get them to talk about their problems, concerns, and what they want, the more they will want to fix their problems. Do NOT jump on the first problem and try to sell your life insurance while you are on the phone right now!
Step 4 to sell life insurance on the phone… After you complete the full fact find, you will tell them you want to take all of their information and review it over the next few days. That will give you time to determine the best solutions for their problems. Before you hang up set up your next meeting with them… for a week later!
“Move to the prospect’s side of the table, identify the problem, get involved in the solution, and your closing percentage will increase.” Zig Ziglar
The Life Insurance Sales Presentation For Selling On The Phone…
Step 5 to sell life insurance on the phone… At your office, you will want to review everything you got from them. Plus, look to see where you can find the money to fund their best solutions. You will want to make them a client first… by fixing their most pressing problem. Do NOT try to fix all their problems at once! Because they can be overwhelmed and confused. And you will risk losing the sale. Keep it simple!
Step 6 to sell life insurance on the phone… The next step is for you to come up with a simple printed sales presentation. You will want to review what they told you. Then you will want to compare what they are doing right now… to what you recommend that they do. Whenever possible, you will want to use the same money they are spending right now!
Step 7 to sell life insurance on the phone… When you meet with them, review your sales presentation with them. First, go over what they told you. Then go over what you recommend they do and why… just the benefits! Again, keep it simple. Answer any questions in simple terms. Do NOT try to explain how your product works (the product is irrelevant!) Remember, it took hours or weeks to learn and understand your products. How can you explain it to them in just a few minutes? The best way to present your written recommendations is for you to use a video conferencing app like Zoom.
“Confidence is a habit that can be developed by acting as if you already had the confidence you desire to have.” Brian Tracy
Selling Life Insurance On The Phone Is Easy…
Do you want to have success selling your life insurance on the phone from home? To sell on the phone you must follow the same step-by-step selling process used by the best advisors to sell life insurance! And you must help people to understand the problems that they face!
When you do it right the sale will just about close itself!
Here is a success story from… 8/13/2020!
“Your training has affected the way I sell health insurance. After listening to your training, I went from doing a one-call close on health insurance to doing a fact-finder first. I now start every new call by saying, “I know we’re here to talk about health insurance – but is there anything, in particular, you wanted to talk about?” I then ask them questions like, “What’s got you in the market for health insurance right now? What do you want your health insurance to do for you? Why is that important?” Etc. I’m finding that closing sales are 5 times easier than it was before I was doing a fact-finder – not because I’m selling anything different than before. It’s because the clients feel like they’ve been heard and somebody cared.” Joe Mardesich, UT(30+ years in financial services)
There is a lot more to your success selling life insurance on the phone from home! To succeed you must help people to get to know you and how you can help them. The best way is to send a monthly client newsletter to everyone you know… including your friends, neighbors, and family. So that they will remember to call you when they need help… like right now! You should also offer everyone your FREE booklet to help people see you as the expert. So that they will see and understand how you can help them!
Don’t Have Much Money… But Want Help To Sell Life Insurance On The Phone!
Here is another way to learn the best ways for you to sell life insurance on the phone. (and you will only spend a dollar a day) Over the past few months, we have had hundreds of our members each month watching our 3 Live One Hour Plus Coaching Webinars… Live Group Coaching… Case Design Class… & Sales Concepts Training.
You will also have immediate access to all of our Past Coaching Webinars! They are FREE to members of our Insurance Marketing and Sales Resource Center. This is one of the best ways to learn how to sell life insurance on the phone from home! So, you will double and triple your sales in this crisis! Click here for all the details. Or, become a member right now.
The Best Tools, Training & Support for Success Selling Life Insurance On The Phone From Home!
Whatever the reason is for you not making the sales income you want selling life insurance! We will help you to fix it! So where do you want to go from here? Will you be our next agent success story? Call us now so we can help you decide which of our training and coaching programs is the right one for you to increase your sales and income selling insurance! 877-297-4608
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Finally, you will get insurance agent sales training and a system to learn the best sales presentations… So you will successfully close 9 out of 10 IUL, whole life insurance, and annuity sales. So you will earn $100K, $200K, or more per year selling life insurance like the Legends.
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When You Will Master The Best MARKETING To Find And Attract Your Best And Exclusive (Organic) Life Insurance Leads/Prospects?
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IPS Mini-University In Insurance Marketing And Sales
*** Not Sure Where To Start… Steps To Selling Life Insurance On The Phone!***
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In December 1999, we created the Insurance Marketing and Sales Resource Center because of the serious lack of marketing and sales training for financial professionals. There is a 95% FAILURE rate of new agents entering financial sales and most agents who survive struggle to make a mediocre income. It is because most agents are being taught to sell products – instead of learning how to help middle-income families find the money to get out of debt and save for their future. Our goal is to provide an affordable way for agents to get all the training they need to guarantee they will succeed and earn a superior income by helping middle-income families find the money to save for retirement to “Live Debt-Free And Truly Wealthy”!
Over the past 20-plus years, our family has helped thousands of agents and advisors increase their sales in a few weeks to earn $3,000 – $7,000 per week, $150,000, and more annually! By becoming members of our Insurance Marketing and Sales Resource Center. It is only $39.95 per month and you can cancel anytime. Check it out, because it has detailed insurance marketing strategies to attract the best prospects in your area, with many hours of agent video training. It also has in-depth appointment setting and insurance sales training, with even more agent video training… including the sales appointment scripts, fact-finding questions, and more. We also have live weekly insurance agent training webinars.
We are always here to help and guide you every step of the way to find your best prospects, and set appointments to succeed in selling more life insurance and annuities!
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“After just reading the first page of Insurance Pro Shop Marketing 101. I learned that I need a new business card, a new tag line and new phone line. That’s just from page 1. Then I asked Jeremy about Final Expense and he said stay away from it. He gave me the reasons why. He also told me never buy a lead. I learned more from him in 3 short 2 minute questions that I learned in the last six years. He has a very calming personality and helps you in any way he can.
I am blessed to have come upon Insurance Pro Shop. Jeremy is a delight and never gets irritated in the slightest and always calls you back. I am very fortunate to have met him at this junction in my life and career. Thank you for giving me the direction and patience I need now.” Neal Merems – CA (34 years in the business)
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When Will Take Control Of Your Life – To Succeed In Selling Insurance!
IPS Personalized Client Newsletters – Free Personalization
Do you want a stream of your ideal insurance clients and exclusive leads? Do you want to make it easier to set appointments and close the most life insurance sales? Then make sure that your name and special insurance marketing message about how you are helping middle-income families is out there! So you are always in front of your ideal prospects.
Your client newsletter is critical to staying in touch with prospects, friends, family, and clients. It is also a key to more repeat sales and referrals (exclusive leads) from your current clients. So it is a huge key to you being a successful insurance agent!
Remember, ‘Out Of Sight, Out Of Mind’ is a deadly mistake for advisors. Why would your clients, friends, family, neighbors, or prospects call you when they need your help? Or when they are ready to buy. Since they never hear from you, don’t remember you, or know how you help middle-income families! And, then why would they refer people to you?
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By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
One of the recurring topics we write about each week… and talk about daily is asking your insurance prospects the right probing questions. And then ask your insurance prospects enough sales questions! That is because asking your prospects the right probing questions is one of, if not the biggest key to your success in selling insurance. Accordingly, agents have asked us for a complete list of probing sales questions to use with their insurance prospects! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions? In this 24-page guide, you will find our goldmine of probing questions you should ask your prospects to set appointments and close insurance ales. More Details! Immediate Download… Order Now!
A huge key to finding and attracting exclusive leads, setting better appointments, closing sales, increasing your income, and successfully selling life insurance annuities and your services is and always will be getting the agent training to ask enough of the right sales questions!
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
When Will You Read Our Book To Help People? So That You Have The Success of Selling Life Insurance In Person Or On The Phone!
Middle American Family’s Guide To – Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
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Important Question… Are you in this insurance business to make sales? Or are you interested in helping families? Who do you think insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who does their best to help them? When will you decide to make a real difference in people’s lives? The more personal insurance agent training, coaching, and sales support you get to learn how to successfully help families find the money… for a secure financial future. Then the more you will learn how to help yourself and your family! Nothing will change until you decide to take action to make it change!
Get The Life Insurance Sales Systems, Tools, Training, and Support You Need For Selling Life Insurance In Person Or On The Phone!
How To Set Great Life Insurance Appointments With A Cold Calling Script!
Benefits And Advantages Of Permanent Life Insurance! Help Families Have Safe Money In Savings!
How to Find And Attract Exclusive Life Insurance Leads To Succeed In Sales!
