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We run virtual appointments over the phone with video conference with Whereby or by tele-sales with no video. You will need a professional looking office to run Virtual appointments on video.
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Refer to Step 3 for setting up your virtual office with Whereby for video conference.
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Our sales process is to make an initial call to client to "Set the Virtual Appointment."
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The box below shows the structure/flow for the Virtual Appointment.
(refer to Step 6 for Setting Appointments)
Virtual Appointment Structure/Flow
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You need to "get down to business" fairly quickly but you must find opportunities throughout the meeting to build rapport and get your client to like and trust you.
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Call Client at Scheduled Time
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Send Email or Text to Verify Your Credentials
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Explanation of Mortgage Protection with Transition to Needs Analysis
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Complete the Needs Analysis
(text it to your manager) -
Run Quotes & Present Pricing
(based on product recommendation from your Manager) -
Close the Sale & Complete E-App
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When you are on the "Virtual Appointment" with your client, you will complete the Needs Analysis and then take a photo of the Needs Analysis and text the photo to your manager.
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Your Manager will text you back a product to quote, such as "Mutual of Omaha Term Life Express".
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You are responsible to run the quotes (refer to Step 4 for quoters).
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You need to stay on the call with your client. Do not hang up and call your client back.
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Presenting the Pricing: Ask your client to write down the 3 options. Provide your clients with the prices similar to the sample above called "How to Present Pricing to Client"
Verifying your credentials with your client:
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At the beginning of your call with your client, you need to verify your credentials.
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You can TEXT or EMAIL your client your credentials.
Credentials to Send to Client
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Your Insurance License (photo/image)
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Insurance License Look-Up Link
(refer to Step 3 for setting this up)
NEEDS ANALYSIS TRAINING
Watch the video below for training on how to complete the Needs Analysis
ADDITIONAL SALES VIDEOS
Equity Protection / Critical Period Sales Concept
How to use the Sales Tools by Nick Theodore
Play Video
RECORDINGS OF CLIENT MEETINGS
Nick Burns Virtual Client Meeting
Equity Protection / Critial Period with Whole Life
Matt Gibbons Client Meeting
Nick Burns - Adding Value
Christian Pounder - Prevent the Objections
Living Benefits Video
Living Benefits Video
Play Video
Text Your Manager "Done Step 7"
NEXT STEPS
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Review with your manager your plan to start selling.
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Owning what you sell is critical to your success. Send a Needs Analysis to your manager and review which product is the best fit for you.
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Schedule a call with your manager to purchase leads and role play your phone script.
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You can sell our products to anyone. If you have friends and family who need life insurance, then book the appointments and we will help you protect them!
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