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Dialing

Dialing is simple!

1. Make a goal to set X number of appointments. Create a quiet space. Get out the Activity Report, leads, Intake Form and your calendar.

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2. If they don't answer after 3 attempts, text them something like this. See the Calendly information below to learn how to text them a link to your calendar event.

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3. If they DO answer the call, recite the script then fill in the blank, "I have here that... (confirm their age, DOB and mortgage amount)

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4. Ask the Intake Form questions. Start with "Are you a tobacco user?... What's your DOB/age, then height & weight? Spouse?" Ask the additional questions on the form.

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5. Put the appointment in your calendar. On Calendly, create the calendar event for Mortgage Protection. Have the client confirm that they got the text.

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6. Tie the appointment down so they show up. Tell them to write your name, the date & time down. Ask, "Can I count on you 100% to be at this appointment?" Make sure BOTH spouses are present. You can also have them write your name & license number.

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7. Keep track of your week's activity so your agent mentor can help you if you have issues.

Overcoming Objections

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