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Discussion in 'Insurance Cold Calling Forum' started by Whirleybird, May 9, 2017.

  1. Whirleybird
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    Whirleybird Well-Known Member

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    Just finished up on the vacation heading back out onto doors tomorrow. Instead of a new area I'm reknocking where I was 12 weeks ago because this a relationship business. Going to start calling my follow up list from the area for appointment setting. Also, for Bobby and some of the messages I've gotten; do yourself and clients a favor and stay away from all of the MLM companies. You get paid more working as an agent than a recruiter. Those companies don't offer anywhere near the training you should receive to agree to a 30% contract starting out which is why they recruit from outside our industry. Happy hunting guys.
     
  2. Justin Bilyj
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    Justin Bilyj Well-Known Member

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    Let us know how the follow up goes, you might be better off straight door knocking lol!
     
  3. bkatka
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    bkatka Member

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    This thread was an awesome read! Definitely going to be following from now on. Keep up the great work.
     
  4. Whirleybird
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    Whirleybird Well-Known Member

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    Dials sucked, like 97 for 22 contacts and 4 appointments ( 18 callbacks so that's not bad) but it felt great to get back on the doors. I went to a completely new area though. Drove 260 miles north to get out of the heat, going to rent a house here until September probably. Knocked 117 doors in 12 hours, 55 contacts, 39 leads and 7 appointments set. None seen, because vacations. Also spent 2 hours calling clients to get referrals in this town, got an extra 19 leads on top of it. Good first day back on doors.
     
  5. AOKING
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    AOKING Well-Known Member

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    Whirley bird......you still doing this full time? How are things going?

    AO
     
  6. entrep1776
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    entrep1776 Well-Known Member

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    Thanks for tip on scheduling 2 hour window & having them get meds on table.

    How is having an appointment setter? How did you find them? Details appreciated.
     
  7. Whirleybird
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    Whirleybird Well-Known Member

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    Yes I'm still doing this full time, appointment setter was a tremendous investment. Doing great on that end, I'd post results but they're crazy. I'll hit COT for sure. Seeing 40 appointments per week and still closing about 1/3 of them (post UW) so it's going well. I just reached out to another NYL agent who sucked in person and told her I'd give her a 25% split on any business generated from appointments she set so long as she followed the rules. She also sends the emails and does underwriting follow up too, so all I do now is run appointments and get referrals. I don't think I've knocked more than 500 doors since hiring her now that I've always got 40 on the books. And since she is calling 6 days a week I am always on appointments.
     
  8. jrayservices
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    jrayservices New Member

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    Hey Whirleybird! I sent you a PM if you get a chance to check it and get back to me. Thank you DHK for bringing me here to this thread. WB is definitely an awesome example that I wish to follow in his footsteps. If he can do it I should be able to as well. Thanks guys!
     
  9. Griz90
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    Griz90 Member

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    I hope this thread is still alive with interest because what WB has done is nothing short of extraordinary! I am a new agent, been selling for 3 weeks and knocking doors is my main prospecting tactic as an independent agent with no leads budget yet. I don't want to hijack WB's thread (and if you feel like I am please let me know WB) but I am gonna start sharing my weekly stats here as well.

    I'll let everyone know I am know where close to having the experience that WB has with knocking doors. But I believe anything is possible if you have the drive and dedication!

    I prospect in rural CO mountain towns (maybe not the right areas?) and began knocking from 8:30 am to 11 and then 2 to 4:30. I can get in around 100 plus doors during this time but am having extremely lower interactions then what WB reports. So next week the first thing I am changing is my times to 12-8pm.

    My main question though, is it ok to introduce yourself as a Financial Advisor instead of an Insurance Agent if you are planning on selling the prospect insurance?

    I feel like as soon as I mention life insurance or that I'm an agent almost everyone immediately discredits that I am there to actually provide a service and help for their family.

    Sorry for the rambling post by I have put all my eggs into this life insurance basket and am excited to get things rolling so any advice is greatly appreciated!

    Happy selling everyone!
     
  10. DHK
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    DHK Well-Known Member

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    Yes, you can call yourself a financial advisor... IF you are doing more than a features/benefits/price presentation. If you're looking at someone's retirement, college, taxes (now and in retirement), debt load, etc., then you're a financial advisor.

    Note that "financial advisor" is NOT a regulated term (in most states). Investment advisor, insurance agent, registered representative are all regulated terms. There are a couple of states where they have ruled that to call yourself a financial advisor/consultant/planner requires a Series 65 - so make sure you check on that.

     
    Last edited by a moderator: Oct 10, 2017

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