Interview Flashcards
Appointments ahead?
Appointments scheduled for one week in advance.
appointments kept
Appointments kept for the week
appointments made?
Appointments set up for the week.
what is close?
Face to face conversation in which you request the prospect to take some action -
collect a check, sign application, or agree to examination
What is a client?
A prospect becomes a client when they buy; may be an individual, business, or
organization. A client is also known as a paying entity, an account, or a checkbook.
What are dials?
Number of times you pick of the phone and attempt to contact someone.
What is factfinder/fact finding?
Factfinding is the process used to reach the “inner person.” By
doing this, you can help the person identify any problems, consider the implications of
those problems, and create the desire and motivation to solve them. The Factfinder is a
confidential personal questionnaire used in the Factfinding process.
What is joint work?
Working with a full-time Financial Representative to learn the techniques that
they use. Joint case credit is to be worked out between the two Representatives. The
standard is usually 50% awarded to each.
What is a life?
Any contract, i.e. life insurance, disability insurance, or annuity application
What is a case?
A case is open when you expect to present an illustration to your prospect
within 10 days and believe business should result within 6 weeks.
What is a prospect?
A Qualified Suspect becomes a Prospect when they have participated in a full
Factfinding Interview with you.
What is a qualified suspect?
Names of people that you can call to set up appointments. You must
have full name, address, phone number, occupation, age, and income.
