Final Expense Telesales Curriculum 2024
Final Expense Telesales Curriculum 2024
FE Telesales 101 Course
- Right Now: Download & print the script; watch the video content on this page; read through the script several times to become familiar with the flow.
- Monday 930-11am EST: Attend the Lasting Mark™ Launch Call and Trustworthy Weekly Kick-off* immediately following
- Monday 11am-noon EST: Attend Welcome to Trustworthy*
- Tuesday 9-11am EST: Attend Introduction To Telesales*
- Wednesday 9-11am EST: Attend Introduction to Underwriting & Closing*
- Thursday 9-1030am EST: Attend Telesales Readiness*
- Thursday 1030-1130am EST: Attend Life Insurance Academy Call
* in Trustworthy 24-7 Live Zoom
*After entering the Zoom meeting, click the
Breakout Rooms icon and select FE Training Room
Daily: Practice & Role Play the Script; Refine your Belief Statement; Familiarize Health Questions & E-Apps
Understand the Process
Build Trust. Transfer Belief. Identify, Address and Raise the Stakes. Present Options. Share Solutions.
What is Your Belief Statement?
Compelling, Anecdotal, Earnest.
Ask More Questions
Emotional Excavation is digging deeper by asking questions that encourage the client to tell themselves why it's important.
Understand the Process
Build Trust. Transfer Belief. Identify, Address and Raise the Stakes. Present Options. Share Solutions.
What is Your Belief Statement?
Compelling, Anecdotal, Earnest.
Ask More Questions
Emotional Excavation is digging deeper by asking questions that encourage the client to tell themselves why it's important.
Technology Recommendations
Laptop
2nd Screen - can be a Tablet/iPad
Digital Business Card
Ring Central Phone Number [LINK]
CRM - BIAB or ImpactLink+
Underwriting
THIS IS IMPORTANT!
Review Final Expense Application Questions
Look Up Medications
Ask Questions in Slack Help Channels
Utilize the Agent Toolkit
Electronic Applications
As you receive your Carrier Writing Numbers, set up your web log in and find the E-App portal ASAP. Work through 2-3 practice applications in each portal to get familiar, ASAP.
Engagement & Association
Weekly Calls
Recommended for Success in the FE Telesales Platform!
24-7 Live Dials, Coaching & Role Play
Success Happens in Community!
Join the team in our Zoom Dial Room- bring your leads and dial, hear how top agents execute the script and handle situations. Break out rooms are open for coaching and for those waiting for carrier contracts to role-play.
Get to a Boot Camp ASAP
Success Happens in Community!
Gather up with other agents to dial together. Our coaches will help you develop your skills and teach you to handle all situations.