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FAMILY FIRST LIFE RELENTLESS
FFL VIRTUAL SALES TRAINING
START HERE
1. DEVICE SET UP
2. DOWNLOAD YOUR PHONE SCRIPT
3.DOWNLOAD YOUR POWERPOINT
PREPARE YOURSELF FOR VIRTUAL SUCCESS
This page is going to be an invaluable resource for you to learn how to sell insurance from anywhere in the country. Get ready to develop the skills to succeed in virtual sales - everything from lead strategy, to phone scripts, meeting structure, and cementing the sale. You can do this!
TWO WAYS TO APPROACH VIRTUAL SALES:
1. ZOOM SALES:
A face-to-face virtual meeting using a PowerPoint via Zoom
- Target Client: Younger Demographic Who Are Technologically Savvy
2. TELESALES:
Conducting the entire presentation and application process via phone
- Target Client: Older Demographic Who Prefer A Simpler Presentation Method
IN-HOME AND VIRTUAL HYBRID METHOD
1. WATCH THIS VIDEO
2. DOWNLOAD THIS PHONE SCRIPT
3. DOWNLOAD THIS POWERPOINT
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
GET SET UP FOR VIRTUAL SUCCESS
1. Create a PhoneBurner Account: Here
- A power dialing software
2. Create your Calendly Account: Here
-An appointment scheduling software
3.Create your Zoom Account: Here
- A video conferencing software
BUY LEADS
You Will Need 2x As Many Leads When Selling Virtual vs. Selling In-Home
Simple Lead Strategy: Buy 100 Instant Internet Leads From The FFL CRM, Dial Them With PhoneBurner, and Present Virtually With Zoom or Over The Phone
Instant Internet Leads
$11.00 / Lead
Works Great With PhoneBurner
Live Transfers
Select "Family First Life" As Your Primary
Company When Setting Up Account
Build A Personal Lead Funnel
For Direct Set Appointments And Bookings
$500 Initial Deposit Price Match For FFL Agents - Contact Anthony To Order At
781-995-8049
Live Transfers
Lead Must Answer "Yes" To "Are You Ready To Speak With An Agent To Put A Policy In Place?"
Live Transfer Program
20% Sign Up Bonus Credit
To Place Your Order, Contact Leslie McKenzie
At lmckenzie@datalot.com
PHONE SCRIPTS FOR VIRTUAL SALES
DIAL DAY CHECKLIST
Be prepared for your dials...
1. CALL AT PRIME TIMES
- IF YOU CALL WHEN PEOPLE ARE TYPICALLY HOME (8 AM - 10 AM & 4 PM - 10 PM) YOU CAN BOOK MORE IMMEDIATE APPOINTMENTS OR SAME-DAY APPOINTMENTS.
3. USE A CALENDLY ACCOUNT
- ORGANIZE YOUR APPOINTMENT SCHEDULE AND SEND YOUR CLIENTS TEXT REMINDERS 6 HOURS BEFORE,
HOUR BEFORE, AND 5 MINUTES BEFORE SCHEDULED APPOINTMENT TIME.
Download these scripts, study them, practice them, and stick to them to set your virtual appointments.
THE SECRET: CONTROL, CONTROL, CONTROL
FOR ZOOM SALES
FOR TELE SALES
VIRTUAL SALES PRESENTATIONS
PRESENTATION CHECKLIST
Be prepared for your appointments...
1. SEND CLIENT A TEXT REMINDER -
SEND YOUR CLIENT A REMINDER TEXT WITH YOUR NAME, A PICTURE OF YOUR INSURANCE LICENSE OR BADGE, AND THE APPOINTMENT TIME.
2. HAVE THE PRESENTATION READY -
HAVE YOUR ZOOM ACCOUNT, YOUR INSURANCE TOOL KIT, AND YOUR POWERPOINT PULLED UP AND READY TO PRESENT.
3. IMMEDIATELY SET THE TABLE -
TAKE CONTROL FROM THE BEGINNING BY DEMANDING THAT THE CLIENT HAS THEIR TV OFF AND THEIR CAMERA ON DURING THE DURATION OF THE APPOINTMENT.
4. MAINTAIN CLIENT ENGAGEMENT -
KEEP YOUR CLIENT FOCUSED ON THE PRESENTATION BY ASKING A LOT OF QUESTIONS. THE GOAL IS TO HAVE THEM TALKING MORE THAN YOU.
5. USE ONLY A COMPUTER OR TABLET -
A PHONE SCREEN IS NOT LARGE ENOUGH FOR THEM TO SEE EVERYTHING YOU WILL BE SHOWING THEM. PLUS, IT ELIMINATES ANY ADDED DISTRACTIONS.
Download these presentations and resources to add credibility and validity to your virtual sales presentation.
KEY POINT: More Reminders and Increased Professionalism Decreases No-Shows
FOR ZOOM SALES
FOR TELE SALES
BEST PRODUCTS FOR VIRTUAL SALES
These products offer the simplest application and signature process for clients.
FOR TERM
45 OR YOUNGER
AMERICO CBO 100
- Most Benefits, Higher Premium, Instant Decision, No Admin Work Needed
45 OR OLDER
JOHN HANCOCK
Instant Approval, No Signature Required, No Admin Work Needed
FOR WHOLE LIFE
FINAL EXPENSE:
AETNA
- Fast E-App, Instant Decision,
No Admin Work Needed
MORTGAGE PROTECTION
AMERICAN AMICABLE
- Fast E-App, Comprehensive,
Easy For The Client
BONUS ADD ON
OFFER TO EVERYONE AS AN ADD-ON
MUTUAL OF OMAHA
ACD $500,000
- Quick Application, One Signature, Affordable
SELL INSURANCE FROM ANYWHERE
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