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Justin B
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Decks in this class (21)
0. Telesales Presentation [9 Steps]
This deck takes you through the 9 steps to a Final Expense telesales presentation.
20
cards
1. The Greeting [11 Steps]
The greeting allows you to inform the prospect about the reason your calling and to handle any objection to presenting their plan options.
24
cards
1. The Greeting [Script]
The greeting allows you to inform the prospect about the reason your calling and to handle any objection to presenting their plan options.
11
cards
2a. Basic Fact Finding [11 Steps]
What are the 9 steps in the fact ...,
What is the first group of steps,
What is the second group of steps
28
cards
2a. Basic Fact Finding [Script]
What these plans are and who they...,
26 words plan guarantees fact fin...,
39 words reconfirming beneficiary...
11
cards
2b. Fact Finding - Dependent [9 Steps]
What are the 9 steps in the depen...,
Step 1,
They don t make ____ decisions
20
cards
2b. Fact Finding: Dependent [Script]
They don t make financial decisions,
Do they live in goverment housing,
Can they afford this
9
cards
3. The Warm Up [8 Steps]
What are the 8 steps to warming t...,
Step 1,
Where they re ____
18
cards
3. The Warm Up [Script]
Where they re from what do they d...,
Where they re from what do they d...,
Where they re from what do they d...
8
cards
4. Qualifying the Need [20 Steps]
What are the 16 steps of qualifyi...,
What is step 1,
What is step 1
40
cards
4. Qualifying the Need [Script]
Qthree reasons people buy,
Reason 1 no plan,
Reason 2 gift
20
cards
5. Qualifying the Health [4 Steps]
What are the 5 steps in qualifyin...,
What is step 1,
Any ____ issues
10
cards
5. Qualifying the Health [Script]
Any major issues,
Additional questions,
Any medications they re taking
4
cards
6. Presenting the Benefits [14 Steps]
What are the 13 steps to presenti...,
What is step 1 to presenting the ...,
Payment
35
cards
6. Presenting the Benefits [Script]
Payment verification,
Debit or direct express,
Hand off
17
cards
7. Qualifying the Budget [6 Steps]
What are the 6 steps to qualifyin...,
What is step 1,
Grab that ____ again
14
cards
7. Qualifying the Budget [Script]
Grab that pen again,
First day max coverage,
Graded max coverage
6
cards
8. Taking an Application [10 Steps]
What are the 6 steps to taking an...,
What is step 1,
Ask for _____ info
14
cards
8. Taking an Application [Script]
Ask for pertinent info,
Effective date,
Effective date
10
cards
9. Handling Objections [11 Steps]
What are the ten steps of handlin...,
What is step 1,
Does it make _____
36
cards
9. Handling Objections [Script]
Does it make sense,
Reiterate benefits,
We help your family
11
cards
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