You are contracted… Now What?
Now that you have contracted with FinalExpenseSuperstar.com, you may be asking yourself
“What’s the next step?”
This email will tell you everything you need to do in order to start producing the quickest way possible.
Now that you have contracted with FinalExpenseSuperstar.com, you may be asking yourself
“What’s the next step?”
This email will tell you everything you need to do in order to start producing the quickest way possible.
Step 1: Organize Lead Campaign (estimated time: 2-4 hrs)
Your lead campaign is one of the most important aspects of the final expense business.
Your contract, sales skills and want to succeed do nothing unless you have somebody to visit.
Here are the steps you need to take in order to organize an effective direct mail campaign.
Your contract, sales skills and want to succeed do nothing unless you have somebody to visit.
Here are the steps you need to take in order to organize an effective direct mail campaign.
Step 2: Study sales training. (estimated time 10-20 hrs)
Skip this step is you know everything about selling final expense.
Otherwise, visit the link below to set up your profile for the training website. This site is designed to teach you everything
you need to know in order to get running in the final expense business.
One of the biggest mistakes we see new agents make is they don’t spent enough time preparing to make sales.
Otherwise, visit the link below to set up your profile for the training website. This site is designed to teach you everything
you need to know in order to get running in the final expense business.
One of the biggest mistakes we see new agents make is they don’t spent enough time preparing to make sales.
Step 3: Become familiar with product information (estimated time: 2-4 hrs)
Take a couple of hours and get familiar with the products you will be selling.
Each company has their own way teaching you product knowledge but most of them
use a back office that you gain access to when you get contracted. Companies also
send out new agent kits either via email or post mail. If you need help knowing where
to find this information, please don’t hesitate to ask.
Each company has their own way teaching you product knowledge but most of them
use a back office that you gain access to when you get contracted. Companies also
send out new agent kits either via email or post mail. If you need help knowing where
to find this information, please don’t hesitate to ask.
Step 4: Work warm market
By now you should have mailed the first drop of your direct mail campaign. While you
are waiting for your first round of leads to return you should still be making sales to
your warm market. Your warm market consists of those people who you know or can
network with to help you get your first few sales. These are people who want to help
get you started and don’t care that you don’t know everything.
Here is a list of warm market assets:
are waiting for your first round of leads to return you should still be making sales to
your warm market. Your warm market consists of those people who you know or can
network with to help you get your first few sales. These are people who want to help
get you started and don’t care that you don’t know everything.
Here is a list of warm market assets:
- Previous customer pool (Medicare, annuities, final expense, health insurance, etc.)
- Family (parents, siblings, grandparents, uncles/aunts, in-laws, cousins, children)
- Neighbors
- Parent’s friends
- Friends
- Clubs/Associations (church, gym, HOA, senior clubs, bingo, bowling,)
- Places Frequented (bars, manicurist, salon, cleaners, department stores, restaurants)
Step 5: Work referrals
Not everybody in your warm market will want/need your services so make sure you
always ask for a referral before you are finished presenting to them. The secret to getting
referrals is to provide an offer for the customer’s referral that cannot be passed up.
For example, if I simply ask:
“Who do you know that could use this?”
You are likely not to receive a single referral, but if you were to say:
“We have the ability to give away FREE $5,000 accidental death and dismemberment
cover to as many people who you refer. This is 100% free and doesn’t cost them
or you a dime. We can give away as many as you want to family and friends. They
don’t have to buy anything to get it. All we do is sit down with them for 5-10
minutes, help them fill out their ad&d form and give them a price quote. If
they already have insurance, that is great because most of the time, we can save
them money and get them more coverage. Which family members/friends could use a
FREE $5,000 policy?”
Using this strategy you will average a referral every other time you ask for one.
If you would like to know more about free accidental death and dismember policy I mentioned, please contact me.
always ask for a referral before you are finished presenting to them. The secret to getting
referrals is to provide an offer for the customer’s referral that cannot be passed up.
For example, if I simply ask:
“Who do you know that could use this?”
You are likely not to receive a single referral, but if you were to say:
“We have the ability to give away FREE $5,000 accidental death and dismemberment
cover to as many people who you refer. This is 100% free and doesn’t cost them
or you a dime. We can give away as many as you want to family and friends. They
don’t have to buy anything to get it. All we do is sit down with them for 5-10
minutes, help them fill out their ad&d form and give them a price quote. If
they already have insurance, that is great because most of the time, we can save
them money and get them more coverage. Which family members/friends could use a
FREE $5,000 policy?”
Using this strategy you will average a referral every other time you ask for one.
If you would like to know more about free accidental death and dismember policy I mentioned, please contact me.
Step 6: Work received leads and incorporate other prospecting
strategies.
By now your leads are starting to come in. As you work them, make sure you continue to ask
for referrals. If you need help knowing how to work leads, please review your FinalExpenseSuperstar.com
membership. There you will learn how to work leads for maximum return on investment.
for referrals. If you need help knowing how to work leads, please review your FinalExpenseSuperstar.com
membership. There you will learn how to work leads for maximum return on investment.
