Do You Have A Set Insurance Sales Procedure You Follow For Your Sales Appointment?

IPS Success Tips... Do You Have A Set Insurance Sales Procedure You Follow!

Do You Have A Set Insurance Sales Procedure That You Follow In Your Appointments? 

Your prospect decided to meet with you. Congratulations, you have made your ‘first sale’ to your prospect. You sold them on the reason for the insurance sales appointment. Now, you want them to become your client. So, what do you do? Do you just wing it like most agents and advisors? Or, do you have a set ‘step by step’ Insurance Sales Procedure for that appointment?

What do you want to accomplish at this first meeting (insurance sales appointment)?

  • Do you want to make a good first impression? So you gain their trust, and respect and build their confidence in you?
  • Do you want to help the prospect see and understand the problems he/she has? So that they will buy into the solution you provide them?
  • Do you want them to set better priorities? So they will want to find the money to take action.

One of the best ways to make a good first impression is to set and follow a ‘step by step’  Insurance Sales Procedure throughout the entire sales cycle. You want to send a POWERFUL message to your prospect: “This insurance sales appointment was important enough to justify advanced planning on my part.”

Are you a sales professional? When you have a well-rehearsed Insurance Sales Procedure for the appointment it reveals your preparation. Prospects and clients will know that you respect their time. A set of Insurance Sales Procedures for the appointment demonstrates what they can expect throughout the process. Because you are thorough and leave nothing to chance. You are a professional!

What’s included in your Insurance Sales Procedure?

  • First, tell your clients how you work. Then what they can expect from you? What it will cost them? And then give them a brief outline of your credentials!
  • Do you have a series of ‘thought-provoking questions’ that gets them to think and talk about the problems their family and they face today and in the future?
  • Now, do you have a set insurance sales presentation (s) that demonstrates how your product and/or service will help them to solve their problems?
  • At the end of the insurance sales appointment do you summarize what they have told you they want and need? So, you can show them you listened to them and you understand their problems and concerns?
  • Do you tell them that you will take all the information they gave you, back to your office and review it? So you can come back with your best recommendations?
  • Do you present a written summary of the first insurance sales appointment, with your written recommendations?

If you do not close 9 out of 10 sales calls, then is it because you do not have a set, ‘step-by-step’ Insurance Sales Procedure that you follow in your appointments?

 Summary Of A Set Insurance Sales Procedure for Appointments

How do you create a ‘step by step’ Insurance Sales Procedure for your appointments? You can do it by trial and error. This is time-consuming and expensive… because you will lose a lot of insurance sales! Or you can invest in our How To Close ‘9 Out Of 10 Sales’… By Asking The ‘Right’ Questions… Videos! In our system, you will find video training… plus the insurance fact-finding sales procedure, scripts, questions, simple sales presentations, and closing presentations are all there and written out for you.

Starting right now! Do you want to get the best insurance sales skills, questioning, and fact-finding training? Do you want a set insurance sales procedure for your appointments? So, you can learn how you can set more and better sales appointments… without you needing to push or beg? So, you can close 9 out of 10 insurance sales… in the next 30 days?

How To Close 9 Out Of 10 Insurance Sales - Asking Prospects The Right Questions! So You Close Larger Sales!When will you learn the best consultative selling, insurance sales skills, probing questions, and fact-finding, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help middle-income families to find the money to spend, save, invest, insure and plan wisely for the future. So they can Live Debt Free And Truly Wealthy?”

Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent sales training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years on how to use a set insurance sales procedure. To create the best insurance prospecting script (ask prospects the right questions) to set the best sales appointments to help middle-income families. So they will earn $250K or more per year selling insurance!

First, we will show you what to say (basic insurance prospecting script) and the probing questions to ask your prospects… So you will set your best insurance sales appointments. Then we will show you the right questions to ask to help middle-income families identify and want to solve their problems. We will also show you how you can help middle-income families to find the money! So that they can take action right now!

Then we will show you the best ways for you to present your solutions to your families. So that you will close more and larger life insurance and annuity sales in the next 30 days – to be a success closing 9 out of 10 insurance sales like the legends! When you follow a set sales procedure you will earn $250K or more per year selling insurance!

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When will you set an insurance sales procedure for your appointments? And get the best sales training for insurance agents? Along with the sales support that you need to help your clients to get the best solution for their families?


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