Final Expense Telesales Curriculum 2024
Invest for Success
Regular investment in quality leads combined with commitment to activity leads to profitability. Your Agent Empowerment conversation will provide direction on your lead investment plan, as well as your activity schedule.
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
Ring Central Phone Number [LINK]
Laptop
2nd Screen - can be a Tablet/iPad
CRM - ImpactLink+
Underwriting
THIS IS IMPORTANT!
Utilize the Agent Toolkit
Review Carrier Application Questions
Look Up Medications
Ask Questions in Slack Help Channels
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.
Invest for Success
Regular investment in quality leads combined with commitment to activity leads to profitability. Your Agent Empowerment conversation will provide direction on your lead investment plan, as well as your activity schedule.
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.
Watch These Shorts:
Ask More Questions
Emotional Excavation is digging deeper by asking questions that encourage the client to tell themselves why it's important.
Elements
with Michael Hall
1. Belief Statement
2. Getting the right Premium Commitment
3. Properly sharing the 3 Protection Options
3. E-App Signatures
5. Asking for Emergency Contacts
6. Calling Emergency Contacts
Technology Recommendations
Ring Central Phone Number [LINK]
Laptop
2nd Screen - can be a Tablet/iPad
CRM - ImpactLink+
Underwriting
THIS IS IMPORTANT!
Utilize the Agent Toolkit
Review Carrier Application Questions
Look Up Medications
Ask Questions in Slack Help Channels
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.