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Justin B
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Decks in this class (47)
0. Telesales Presentation [9 Steps]
This deck takes you through the 9 steps to a Final Expense telesales presentation.
20
cards
1. The Greeting [2 Steps]
The greeting allows you to inform the prospect about the reason your calling and to handle any objection to presenting their plan options.
7
cards
1. The Greeting [Script]
Hi name hey name this is justin h...,
1 outbound scenario 2,
Hi this is justin with buckeye se...
4
cards
2. Upfront Objections [10 Steps]
1 rebuff 1 i m not interested 1,
Step 1 in upfront objections 2,
1 rebuff 1 i m ______ 3
22
cards
2. Upfront Objections [Script]
The greeting allows you to inform the prospect about the reason your calling and to handle any objection to presenting their plan options.
10
cards
3. Qualifying the Need [7 Steps]
Determine what the purpose of their policy is for.
16
cards
3. Qualifying the Need [Script]
1 why do they need the policy 1,
2 why don t you have coverage 2,
3 what motivated them 3
7
cards
4. Confirming the Beneficiary [4 Steps]
1 don t know beneficiary taking t...,
What is step 1 in confirming the ...,
1 _ taking time off 3
10
cards
4. Confirming the Beneficiary [Script]
1 don t know beneficiary taking t...,
2 don t know beneficiary receivin...,
3 know beneficiary taking time off 3
4
cards
5. Confirming Other Coverage [7 Steps]
1 have other coverage 1,
What is step 1 in confirming othe...,
1 have 3
16
cards
5. Confirming Other Coverage [Script]
1 have other coverage 1,
2 reason why 2,
3 how much 3
7
cards
6. Confirming Why Not [6 Steps]
1 beneficiary has dependents 1,
What is step 1 in confirming why ...,
1 beneficiary 3
14
cards
6. Confirming Why Not [Script]
1 beneficiary has dependents 1,
2 does beneficiary have the money 2,
3 if not where will they get the ...
6
cards
7. Confirming the Decision Maker [3 Steps]
1 does beneficiary know 1,
What is step 1 in confirming the ...,
1 does_ 3
8
cards
7. Confirming the Decision Maker [Script]
1 does beneficiary know 1,
2 is beneficiary there 2,
3 assume the sale 3
3
cards
8. The Hand Off [3 Steps]
1 page agent 2 wrap up 3 introduce 1,
What is step 1 in the hand off 2,
1 page_ 3
8
cards
8. The Hand Off [Script]
1 page agent 1,
2 wrap up 2,
3 introduce 3
3
cards
9. Building Rapport (About Them) [10 Steps]
1 if you know their dob 1,
What is step 1 of building rappor...,
1 if you know their 3
22
cards
9. Building Rapport (About Them) [Script]
1 if you know their dob 1,
2 if you know their city 2,
3 if you don t know their dob 3
10
cards
10. Building Rapport (About Me) [6 Steps]
1 grab a pen and paper 1,
What is step 1 in building rappor...,
1 grab a 3
14
cards
10. Building Rapport About Me [Script]
1 grab a pen and paper 1,
2 my name 2,
3 what i do 3
6
cards
11. Next Steps [3 Steps]
1 send out info 2 when will they ...,
What is step 1 in next steps 2,
1 out info 3
8
cards
11. Next Steps [Script]
1 send out info 1,
2 when will they get everything 2,
3 black and white 3
3
cards
12. Qualifying the Health [10 Steps]
1 any major issues 2 any history ...,
What is step 1 in qualifying the ...,
1 any issues 3
17
cards
12. Qualifying the Health [Script]
1 any major issues 1,
2 any history 2,
3 cancer 3
10
cards
13. Medicare Opportunity [4 Steps]
1 confirm medicare plan 1,
What is step 1 in the medicare op...,
1 medicare plan 3
10
cards
13. Medicare Opportunity [Script]
Confirm medicare plan 1,
Confirm company 2,
Confirm supplement plan type 3
4
cards
14. Presenting the Company [6 Steps]
1 checking account verification 1,
What is step 1 in presenting the ...,
1 _ verification 3
14
cards
14. Presenting the Company [Script]
1 checking account verification 1,
2 debit or direct express 2,
3 introduce company 3
6
cards
15. Presenting the Plan [6 Steps]
1 rates never go up 2 benefits ne...,
What is step 1 in presenting the ...,
1 rates 3
14
cards
15. Presenting the Plan [Script]
1 rates never go up 1,
2 benefits never go down 2,
3 never gets canceled 3
6
cards
16. Gaining Agreement [5 Steps]
1 confirm they like the plan 1,
What is step 1 in gaining agreeme...,
1 confirm they _ 3
12
cards
16. Gaining Agreement [Script]
1 confirm they like the plan 1,
2 confirm they re the decision ma...,
3 speak to my kids who s paying 3
5
cards
17. Qualifying the Budget [5 Steps]
1 grab that pen again 1,
What is step 1 to qualifying the ...,
1 grab that again 3
12
cards
17. Qualifying the Budget [Script]
1 grab that pen again 1,
2 max coverage amount 2,
3 negotiate amount 3
5
cards
18. Think About It [7 Steps]
Learn how to overcome objections found at the end of the sale
16
cards
18. Think About It [Script]
1 does it make sense 1,
2 beauty of the program 2,
3 if i helped your family out 3
7
cards
19. Talk to Spouse [4 Steps]
1 what if they say no 1,
What is step 1 in talk to spouse 2,
1 what if 3
10
cards
19. Talk to Spouse [Script]
1 what if they say no 1,
2 if they won t 2,
3 if they might 3
4
cards
20. Rash Decision [4 Steps]
1 impossible to be rash 1,
What is step 1 in rash decision 2,
1 impossible _ 3
10
cards
20. Rash Decision [Script]
1 impossible to be rash 1,
2 been on your mind 2,
3 how far 3
4
cards
21. Veteran [ 4 Steps]
1 respect your service 1,
What is step 1 in veteran 2,
1 respect 3
10
cards
21. Veteran [Script]
1 respect your service 1,
2 what the va gives 2,
3 there are still other costs 3
4
cards
22. Starting an Application [7 Steps]
1 closing question 2 banking info...,
Step 1 in starting an application 2,
1 question 3
16
cards
22. Starting an Application [Script]
1 closing question 1,
2 banking info 2,
3 confirm monthly budget 3
7
cards
23. The Button Up [4 Steps]
1 check up 2 text beneficiary my ...,
Step 1 in the button up 2,
1 check 3
10
cards
23. The Button Up [Script]
1 check up 1,
2 text beneficiary my info 2,
3 save my info 3
4
cards
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Testing this website
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