The technique to make an appointment to sell life insurance: The first step in initiating the sale of life insurance is to make an appointment.
Why make an appointment?.
The goal is for the efficiency of the time, so the prospect knows your arrival, and make time to meet.
Moreover, if the prospect is a busy man.
Therefore, to be more professional and efficient time to make an appointment by phone is best.
But you have to admit there are many life insurance agents who are having difficulty making an appointment over the phone, especially for those just starting a career in life insurance sales.
Here are some things you need to consider before you call to load appointments with clients.
Why make an appointment?.
The goal is for the efficiency of the time, so the prospect knows your arrival, and make time to meet.
Moreover, if the prospect is a busy man.
Therefore, to be more professional and efficient time to make an appointment by phone is best.
But you have to admit there are many life insurance agents who are having difficulty making an appointment over the phone, especially for those just starting a career in life insurance sales.
Here are some things you need to consider before you call to load appointments with clients.
• Do not call in a noisy room, so you are not disturbed by other sounds.
• Prepare your stationery, to record things you need, such as address, hours to meet etc.
• The sitting position is good, avoid calls while doing other activities, avoid calling while smoking, etc.,
• Smile before calling, it is important to keep your mood happy, positive thinking and so relaxed.
• Pick up the phone and started dialing.
Call to make an appointment can be divided into 2 parts.
• Prepare your stationery, to record things you need, such as address, hours to meet etc.
• The sitting position is good, avoid calls while doing other activities, avoid calling while smoking, etc.,
• Smile before calling, it is important to keep your mood happy, positive thinking and so relaxed.
• Pick up the phone and started dialing.
Call to make an appointment can be divided into 2 parts.
1. Calls to people who are already in the know.
2. Calls to people who are not in the know.
• Make an appointment to the people who are in the know
Calling the people who are already in the know, certainly not too difficult, because they already know you, so that suspicion you would not exist, then for the phone to people who are already in the know can be done immediately made an appointment to meet.
Remember the purpose of the call is to make an appointment, avoid discussing the materials / products when they call.
2. Calls to people who are not in the know.
• Make an appointment to the people who are in the know
Calling the people who are already in the know, certainly not too difficult, because they already know you, so that suspicion you would not exist, then for the phone to people who are already in the know can be done immediately made an appointment to meet.
Remember the purpose of the call is to make an appointment, avoid discussing the materials / products when they call.
• Make an appointment to people who are not in the know.
Because your phone to someone who has not been in the know, then you need to approach a brief before disclosing destination.
The first thing you do is, said hello do not forget to introduce your name, asking the news, and then express intent and purpose. Tips for a good approach, you can see here
Once the appointment is set, do not forget to say thank you, avoid hanging up, before the prospect hangs up first.
Here's an example of making an appointment with the person who has not been in the know.
Budi Agent: Good morning, afternoon, evening sir ..
Hopefully good news?
Prospects: Morning .. ya good news to anyone?
Budi Agent: My name is Budi sir, indeed we have never met, but now I work in PT ... xxxx ...
Prospects: Yes ... what is it ...?
Because your phone to someone who has not been in the know, then you need to approach a brief before disclosing destination.
The first thing you do is, said hello do not forget to introduce your name, asking the news, and then express intent and purpose. Tips for a good approach, you can see here
Once the appointment is set, do not forget to say thank you, avoid hanging up, before the prospect hangs up first.
Here's an example of making an appointment with the person who has not been in the know.
Budi Agent: Good morning, afternoon, evening sir ..
Hopefully good news?
Prospects: Morning .. ya good news to anyone?
Budi Agent: My name is Budi sir, indeed we have never met, but now I work in PT ... xxxx ...
Prospects: Yes ... what is it ...?
Budi Agent: Sir ... I have a great idea that has been shown to provide benefits to my friends and my clients, I am sure this idea will also be very beneficial for you and your family, so I want to ask you a few minutes to convey the idea this, according to you which one is better for us to meet this afternoon or tonight?
Prospect: I'm busy right now ..
Budi Agent: Yes sir, I understand you're busy right now, that's why I'm calling you first, to make an appointment, and I will not come without notice ..
Prospects: the what.?
Prospect: I'm busy right now ..
Budi Agent: Yes sir, I understand you're busy right now, that's why I'm calling you first, to make an appointment, and I will not come without notice ..
Prospects: the what.?
Budi Agent: Regarding how we can plan the best thing for the family, I'm sure the idea is very beneficial for you and your family, for more details, I would like to express directly in front of you, then, well I came home this afternoon or evening?
Prospects: Later afternoon only.
Budi Agent: Good afternoon I came pkl 15'00 or 17'00?
Prospects: 17'00 pm
Budi Agent: May I note the address of your house?
Prospects: xxxxx .......................
Budi Agent: Well thank you sir, I will come to your home in 17'00,
Good morning sir. (Wait until the prospect hangs up first)
Prospects: Later afternoon only.
Budi Agent: Good afternoon I came pkl 15'00 or 17'00?
Prospects: 17'00 pm
Budi Agent: May I note the address of your house?
Prospects: xxxxx .......................
Budi Agent: Well thank you sir, I will come to your home in 17'00,
Good morning sir. (Wait until the prospect hangs up first)
That is one example of making appointments to sell life insurance to people who are not in the know. Certainly do not have to like the sentence above, then you can modify it according to the conditions ... Hopefully useful.
You can also see Technical selling life insurance easily here
You can also see Technical selling life insurance easily here
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