A Critical Strategy To Help You Increase Your Annuity and Life Insurance Sales!

Today, most middle-income families are struggling financially with skyrocketing credit card debt, increasing income taxes, soaring health insurance premiums, inflation, rising college costs and very little saved for their retirement. These families ‘ARE NOT’ looking for an insurance agent… salesperson… that just wants to sell them life insurance or an annuity!

They are looking for real help and guidance in financial matters from someone they can trust… And, that can and should be YOU!!!

The transition from an insurance salesperson to the trusted advisor is not that difficult. All it requires is that you conduct a good, thorough ‘fact-finding interview’ with ‘everyone’ you meet with. Ask questions and really listen to their problems and concerns! And, then tailor a financial plan to give them what they want and need.

Your rewards for making the transition to the trusted financial advisor are… you are really helping people, you’ll feel good about what you do, you’ll close more life insurance and annuity sales and you’ll close much larger sales!

The Power Of Having A Set Selling Procedure!

Your prospect has already made an important decision – they have decided to meet with you. Congratulations, you’ve made your first sale to the prospect. You sold them on the reason for the appointment. Now, you want them to become your client. So, what do you do? Are you going to wing it like most agents and advisor? Or, do you have a set procedure for that appointment?

What do you want to accomplish at this first meeting?

• Do you want to make a good first impression… to gain their trust, respect and build their confidence in you?
• Do you want to help the prospect to see and understand the problems he/she has so that they will buy into the solution you can provide them?

One of the best ways to make a good first impression is by utilizing a set procedure throughout the entire sales cycle. You want to send a POWERFUL message to your prospect: “This meeting was important enough to justify advanced planning on my part.”

You are a professional financial services advisor. Having a well-rehearsed procedure reveals your preparation. Prospects and clients will know that you respect their time. A set procedure demonstrates what they can expect throughout the process; you are thorough, leaving nothing to chance.

What’s included in your set procedure?

• Do you have a simple opening introduction that lets your clients how you work and what they can expect from you?
• Do you have a series of ‘thought-provoking questions’ that gets them to think and talk about the problems their family and they face today and in the future?
• Do you have a set of simple ‘5-minute’ sales presentations that demonstrate how your ideas, products, and services will help them to solve their problems?
• Do you summarize what they have told you they want and need at the end of the sales presentation, to show them you were listening to them and you understand their problems and concerns?
• Do you have a ‘simple’ 2-page presentation that compares where they will be if they keep doing it their way, compared to what you recommend?

If you are not closing 9 out of 10 sales calls, is it because you don’t have a set sales procedure?

You can try to develop a set sales procedure by trial and error. You could find a mentor or hire a sales coach! Or, you can learn a proven, highly effective sales procedure by investing in our “How To Close 9 Out Of 10” Sales Video Training.