Follow Up To Make More Insurance Sales Appointments!

Follow Up To Make More Insurance Sales Appointments!

IPS Coaches Corner... Follow Up To Make More Insurance Sales Appointments!

12/17/2021 – You met someone at a party who is in a position to use your financial services. You had the “What do YOU do?” conversation, and you exchanged business cards. And you hope they will call so you can follow up and make an insurance sales appointment.

After all, if they are interested in learning more about how you might help them with their finances, then you can just assume they will call you, right? I mean, if you follow up and contact them to try to learn more about their situation. And, If you tell them more about your services, then they will think you are needy or pushy. Or that you have some ulterior motive, won’t they?

So, you do not try to approach them. Although you had hoped they were impressed and interested. But they do not call. And you do not make an insurance sales appointment!

We give ourselves many reasons for not following up with the people we meet. We tell ourselves…

  1. If they are interested, they will contact me.
  2. If I call them, I will be seen as pushy or desperate for their business.
  3. And I have more immediate and more important things to do.

But all of these “reasons” are the work of the “But” Monster. They are simply excuses you make to not follow up… because you are afraid of being rejected.

Let’s look at these excuses more closely:

If they’re interested, they’ll contact me to make an insurance sales appointment. On occasion, this does happen. But maybe they’ve misplaced your card and forgotten your last name. Or maybe they just got too busy with their work!  If they seemed interested when you met, shouldn’t you contact them now? Before you are sure that they aren’t interested?

If I contact them to make an insurance sales appointment, I’ll be seen as pushy. If you are pushy, then you will be seen as pushy. Contacting them is just a way of asking if they’d like to continue the dialogue you started with them.

If I contact them to make an insurance sales appointment, they’ll think I’m desperate for business. Most people view a follow-up contact as an expected business practice. They may or may not be receptive to it, but they will not see it as needy unless you make it appear that way.

I have more immediate and more important things to do. How many of the things you’re doing are more important than making an insurance sales appointment to bring in new clients?

Do you want to make an insurance sales appointment?

The Follow-up contact works best when you do it right away! Then, it is easy. You can choose to make a phone call, which is the most effective way! Or you can send a hand-written note, which is viewed as special and personal. But involves a precious investment of time, including waiting for a delivery. Or you can send an email, which is not as personal but can be done instantaneously, either the next day or over the weekend.

Here’s an example of a follow-up email or hand-written note:

Tom,

It was a pleasure meeting you at Pete’s party last Friday night.

You mentioned your son was sick. I hope he’s feeling better!

I had the sense from what you told me about your situation that I might be able to help. If you’d like to get together soon and talk more about it, let me know.

Either way, I hope our paths cross again.

Sandy Schussel

Your follow-up call might sound something like this:

Hi, Tom. This is Sandy Schussel. We met at Pete’s party last Friday… I had the sense from what you told me about your situation that I might be able to help you. We could talk more about it now if this is a good time, or if you’d prefer, we could pick a time to get together in person. What do you think?

Follow-up contacts, especially phone calls, open opportunities you might never have expected to come through. Create a mindset that following up is one of your most important jobs and that it can truly help you grow your insurance sales.

In the meantime, keep REACHING…
Sandy Schussel


Are You Here To Help Families? Then follow up? 

How many people have you met in the past year? Did you have the “What do YOU do?” conversation? Did you use your Unique Selling Proposition? Were they interested in your services? Did you follow up to ask questions to make an insurance sales appointment? Why not?

Is a reason you don’t follow up with people to make an insurance sales appointment because you lack confidence in what you do? Do you see yourself as just a salesperson? Is it time for you to get the training you need to really help families? Do you want to make the transition to Truster Advisor? So you feel good about yourself and your services?

What if you had the support you need so you are confident in your ability to do the right thing for your clients? Would it make it easier to follow up with people to make an insurance sales appointment?

When Will Learn To Help Families To Find The Money To Take Action? 

The reason so many agents struggle to make insurance sales appointments is they don’t have a follow-up plan with the people they know and meet. They don’t follow up to let people know how they are helping families. They don’t follow up with Booklets, Free Reports. and monthly Client Newsletters. Why would anyone want to make an insurance sales appointment with you if they just see you as a salesperson?

The more people know about you and how you help families – the more confident you will feel to follow up and make an insurance sales appointment!

Trusted Advisor Success ProgramOur Trusted Advisor Success Program (Life insurance marketing and sales success training system)! This is about you learning to specialize in helping middle-income families find the money to Live Debt Free And Truly Wealthy! It is about you helping middle-income families to find the money to get all the cash-value life insurance they need to protect their families. While you help them find the money to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal life insurance agent success training, coaching, and mentoring… with back-office sales support! All from a team of life insurance marketing and sales coaches that have been training agents and advisors for over 40 years to specialize in helping middle-income families to find the money So you will earn $250k or more per year making sales appointments and selling life insurance!

You will get the best agent marketing training to find and attract your best life insurance sales leads/prospects. So you will make great insurance sales appointments.

Then you will get the best insurance agent sales training to show you how to help middle-income families see and want to solve their immediate money problems. We will also show you how you can help middle-income families find the money so that they can buy life insurance right now!

Then you will get the best agent sales training to learn the best ways for you to present your solutions to your clients and prospects… To close 9 out of 10 life insurance sales appointments. So that you will earn $250K, or more this year selling life insurance and annuities like the legends.

It is the best-specialized life insurance marketing and sales success system, training, coaching, and support for agents and advisors to learn how to help middle-income families!

When Will You Get The Best Life Insurance Marketing, Agent Success Training, Coaching, and Support You Need Specialize… To Make More Insurance Sales Appointments?

Inside our Trusted Advisor Success Program, you will find all the best life insurance marketing plans, sales strategies, and ideas laid out for you! You will learn the best ways for you to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews;  and more – with all the tools, scripts, and more to make insurance sales appointments. Now you can find and attract your best life insurance prospects, make your best sales appointments, and close more sales! Because your ‘specialized marketing message’ to everyone will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

INCLUDES… The best life insurance marketing, agent sales success training, coaching, and support! It is everything you need to find the money to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program. Now you can help middle-income families – not just the wealthy!

Includes… Our Found Money Management™ Tool Kit (Life insurance marketing and sales success training system),
Includes… Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Success Training Program And Videos,
And Includes… Membership to Our Private Site at $39.95 per month after the first month,
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!

When Will You Learn To Follow Up And Make Insurance Sales Appointments?


When Will You Read Our Full-Length Book? So You Learn How To Really Help Families! So you Can Make An Insurance Sales Appointment!

Living Debt Free And Truly Wealthy

Middle American Family’s Guide To: Living Debt Free And Truly Wealthy!

We urge you to take the time to read our 20 Chapter book… ‘Middle American Family’s Guide To Living Debt Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt Free and Truly Wealthy!” As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!


Nothing Will Change Until You Make it Change! So, Learn To Follow Up To Make Insurance Sales Appointments!

Tips For Cold Calling To Find The Life Insurance Prospects In Your Local Area!

Free Consult - Best Training For Helping 9 Out Of 10 Insurance Agents and Financial Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - Follow Up To Make More Insurance Sales Appointments!

 

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