- 1,912
Your voice inflection and tone is off.
Final Expense Bank account question on the phone ?
- Thread starter thespur1
- Start date
- Thread starter
- #12
- 198
- 30,590
I never mention the bank until we get to the EFT authorization, and by that time the sale's already made.
The OP's selling FE over the phone, so he probably is trying to pre-qualify to avoid DE cards or people that want to pay by check, which is very rare.
- 15,041
Exactly, unless his marketing is pulling in a bunch of DE people, he's hurting himself more than he is helping by pre-qualifying on this. And even if it is a bunch of DE people, then he needs to find a carrier that will take it. Just no advances on it.
- 15,041
He's not saying the words are wrong. He's saying how you are saying them is wrong. Without hearing you say it, its hard to say. But you are probably putting more emphasis on it than you should. Although I would reword it as well.
- Thread starter
- #16
- 198
thanks fr the feedback my fellow agents !!
- 5,947
thanks fr the feedback my fellow agents !!
This is how we learn... well placed questions that seek to expand our understanding
...funny thing
... that is how you should sell as well, a well placed question seeking to expand you understanding as well as your prospect. A life in sales is a life of continual learning.
- 6,027
Miss Jones - your Insurance Company - Settlers will work directly with your bank to make sure your premium payments are made on time each month. This way you never lose your valuable coverage.
Do you bank local or one of them there online banks?
Local? That's great. I love to support the businesses in my community too! Which one do you use?
Gotcha! ( google bank in her city & zip - so, Miss Jones, do you use the Wells Fargo on Smith St or US 1 ? )
Smith St - great! Grab your checkbook and we'll verify the numbers are correct. We don't want Settlers to have the wrong information. I'll wait while you get it . . .
You already have her routing # by using ABA - simply say: Miss Smith, on the bottom left of your check - I'm showing the 9 digit # of 123456789 - is that correct? Great! The set of #'s right next to that is your account # - can you read them to me slowly please? Awesome - that's 1234567 - right?
Perfect we are all set there . . .
Now who should Settlers send the $15,000 to when your time on Earth is done? Son, Daughter, your Church . . .?
Do you bank local or one of them there online banks?
Local? That's great. I love to support the businesses in my community too! Which one do you use?
Gotcha! ( google bank in her city & zip - so, Miss Jones, do you use the Wells Fargo on Smith St or US 1 ? )
Smith St - great! Grab your checkbook and we'll verify the numbers are correct. We don't want Settlers to have the wrong information. I'll wait while you get it . . .
You already have her routing # by using ABA - simply say: Miss Smith, on the bottom left of your check - I'm showing the 9 digit # of 123456789 - is that correct? Great! The set of #'s right next to that is your account # - can you read them to me slowly please? Awesome - that's 1234567 - right?
Perfect we are all set there . . .
Now who should Settlers send the $15,000 to when your time on Earth is done? Son, Daughter, your Church . . .?
- 5,947
Wow! That's a bit to jugular on someone you've never met.
"Mrs. Jones, do you drink milk? Well we all know that milk has an expiration date on it don't we? Mrs. Jones you have an expiration date too. So, when you go bad and we have to do something with you, who should we send the money too."
Give that a try.
PaulieD
Super Genius
- 202
So who should "the carrier" send the money to when the Good Lord calls you home?
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