Final Expense Telesales Tips - The Final Episode

If it saves you on just one applications its worth it.

Your scale and my scale are pretty different.

Bank info is just not a big problem for me. Once in a great while, we will get a number wrong, but not often.

We got a notice yesterday on an SNL case that the initial draft came back no account. Turns out we entered an old account # from an old policy and not the newer one from a more recent case on the son. Our error, My admin staff (my wife) emailed her a filled in bank form, the client signed it, took a cell picture of it and sent it back. Easy Spesy.
 
Your scale and my scale are pretty different.

Bank info is just not a big problem for me. Once in a great while, we will get a number wrong, but not often.

We got a notice yesterday on an SNL case that the initial draft came back no account. Turns out we entered an old account # from an old policy and not the newer one from a more recent case on the son. Our error, My admin staff (my wife) emailed her a filled in bank form, the client signed it, took a cell picture of it and sent it back. Easy Spesy.

I don't disagree.

I'm thinking of the person just getting into telesales and buying a crap ton of leads.
 
Final Expense Telesales Side Note:

I'm seeing a lot of final expense telesales gurus pop up all over the internet. Here's an observation: The guys who know telesales were in this long before Covid-19.

Here's the classic signs of a wannabe final expense telesales guru:

1.) They quickly try to recruit you when you dialogue, this is a new marketing trick. Bait and switch.
2.) They are apart of an MLM IMO. Nothing against the MLMs but there's never been a telesales focused one
3.) They tell you once the pandemic is over you can go back to selling face to face. A true telesales company doesn't believe in face to face interactions.
4.) They are asking public questions for others to answer on social media and the Internet forums. The true telesales professionals have been there and done that.
5.) They don't understand compliance. They tell you it's ok to text your leads and don't understand TCPA law.
6.) They don't push technology. They think a phone and computer is enough.
7.) They give you a script and tell you that's the answer. A script is never the answer.
8.) They've never sold a policy over the phone themself.
9.) They don't have a process that is duplicatable. Every call should sound, look, and feel the same.
10.) They DM you without permission about their awesome opportunity.

I know this won't be a popular post, but I'm looking out for y'all. There are many telesales experts that can help, but vet everything!
 
This is a big part of keep the quality of biz so high.

We have full time people on staff that do nothing but "soft touches".

Birthday Calls
Holiday Calls
Life Event Calls
Major Weather Calls
Catastrophic Event Calls
Checkup Calls

Have to be trained to get off phone quick -or- listen to Sue yack for 15 minutes about her poodle.
 
They have both. They have live transfers and also pings where no one bought the live transfer when it was live. The pinged TV leads let you know the lead is just minutes old so when you call Ms. Jones right back she's till home.

And if she doesn't answer you can safely leave a voice mail that says something like "Hey Ms. Betty, this is Greg with the Sr Care Plan on TV that you just called for that free information. Anyway, I just need to make sure we have your address and age correct. Please call me back as soon as you can as we're almost finished up in your area.

Good stuff Greg!
 
Final Expense Telesales Tip:

Telesales is not easier than face to face. The only traditional advantage is not driving, resulting in more time selling to prospects.

Techniques used in the home also do not translate well over the telephone.

Keep the process smooth and simple.

Something as little as fumbling your wording while looking up quotes, or a slight cadence variance in your voice when asking for banking info can bomb the sale.

Find a good script, follow a good process, and keep your activity level as high as possible.
 
Final Expense Telesales Tip:

Telesales is not easier than face to face. The only traditional advantage is not driving, resulting in more time selling to prospects.

Techniques used in the home also do not translate well over the telephone.

Keep the process smooth and simple.

Something as little as fumbling your wording while looking up quotes, or a slight cadence variance in your voice when asking for banking info can bomb the sale.

Find a good script, follow a good process, and keep your activity level as high as possible.

I agree. You can stumble face 2 face and recover. If you stumble on the phone it's very, very difficult to recover.
 
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