How Many Appt's a Week?

stagg313

New Member
16
So I've got 2 appt's for next week so far, an enrollment later this week and one next week. My goal for the month is to do 3-4 enrollments and average 5-8 employees per enrollment. Being new in insurance and B2B are these realistic goals with being able to set 3-5 appt's a week which is what I've average in the 2 months I've worked in insurance.
 
sooo.....I can tell you what you wanna hear or I can tell you what you need to hear.

If you're happy with the amount of work your doing and paying your bills, then 3-5 is fine. Life is for living, enjoy it.

or.....

3 is poor, 5 is ok i guess....The realistic goal that a hardworking agent can attain is 10. This is what I was taught coming into this business.(which wasn't long ago) with 10 new appts a week even if you have a crappy closing ratio, then you will make good money. This takes a lot of prospecting....I mean a lot. keep in mind, they don't all have to be selling appointments; networking counts to just don't go overboard.

I am by no means a vet, and I don't know about you but I got into this business to make a lot of money. And as with most things that takes a lot of work.
 
Is that 10 people that will pay or is that 10 business owner appt's? (I work for AFLAC which does B2B so appt.'s may be a bit different I suspect; correct me if I'm wrong)
 
Is that 10 people that will pay or is that 10 business owner appt's? (I work for AFLAC which does B2B so appt.'s may be a bit different I suspect; correct me if I'm wrong)

So, you probably have a GSM (general sales manager). What does he tell you about your activity? I'm not saying that I have 10 appts every week, but its what I shoot for, and that that's my goal. you should set a goal instead of getting what you can.

Imagine two guys begin working out and going to the gym in order to get into better shape. One guy walks in saying I want to "lose weight"; the other guy says " I want to lose 15 pounds and take 3 inches off my waist".

Which person is going to have more success. The person with a goal to achieve.

Again I'm not a vet by any means; but I feel I have been coached well. And, Yes, we do two different types of business. I work with individual clients(sometimes they are business owners) trying to achieve financial goals. you work with group plans covering insurance needs. one is not better than the other, but it doesn't mean that what applies to me doesn't apply to you as far as prospecting goes.
 
Is that 10 people that will pay or is that 10 business owner appt's? (I work for AFLAC which does B2B so appt.'s may be a bit different I suspect; correct me if I'm wrong)

I worked 22 Years in the B2B market...

5/week is not going to make you money.... You may just survive, probably go broke....

20/week is a minimum plus enrollments....

Look at it this way... There are enrollment specialists and their are client gatherers..... The ones that get the clients is what makes you money.... That is why you need to see more business owners.

I had an independent contract with AFLAC and was one of their largest producers and never sold one enrollment.... I did splits with the starving agents at AFLAC 30/70-me in the States the client worked.

Do the math in your head again and decide what you want to do.... Make money or survive.
 
I worked 22 Years in the B2B market...

5/week is not going to make you money.... You may just survive, probably go broke....

20/week is a minimum plus enrollments....

Look at it this way... There are enrollment specialists and their are client gatherers..... The ones that get the clients is what makes you money.... That is why you need to see more business owners.

I had an independent contract with AFLAC and was one of their largest producers and never sold one enrollment.... I did splits with the starving agents at AFLAC 30/70-me in the States the client worked.

Do the math in your head again and decide what you want to do.... Make money or survive.


Twilight that's what I thought. I have 4 next week so far; the problem I'm running into is that it seems everyone in my area already has AFLAC, had it in the past and has bad experiences, or has talked to AFLAC and has no interest.

I'm trying to learn how to find the quality businesses I need in order to get more appt's and enrollments. Any advice?
 
Sounds like your market has already been sufficiently saturated by AFLAC. I have come across at least a dozen AFLAC reps and most of them don't make it a year.

You can succeed in any business but you will have to do what others don't. It takes time so stick with it, you need to differentiate yourself (not just AFLAC) and get busy getting in front of business owners (Chambers of Commerce, Civic Organizations, BNI groups, etc).

Good luck!
 
I'm going to join the chamber of commerce actually. My previous employer was big on being a member of the chamber.

I've already got in front of a few business owners today, and set 4 appt's for next week. So hopefully I can set 4-5 more.

How do you guys retain appointments? I have had a handful that weren't at the business when I got there and I had/have to reschedule those appt's.
 
I'm going to join the chamber of commerce actually. My previous employer was big on being a member of the chamber.

I've already got in front of a few business owners today, and set 4 appt's for next week. So hopefully I can set 4-5 more.

How do you guys retain appointments? I have had a handful that weren't at the business when I got there and I had/have to reschedule those appt's.

I highlighted the answer to your question above. Why would you go on a Monday and schedule an appointment for NEXT week? You're putting too much time between generating the interest for setting an appointment and the actual appointment. You need to strike when the iron is hot and schedule as soon as possible.
 
So I've got 2 appt's for next week so far, an enrollment later this week and one next week. My goal for the month is to do 3-4 enrollments and average 5-8 employees per enrollment. Being new in insurance and B2B are these realistic goals with being able to set 3-5 appt's a week which is what I've average in the 2 months I've worked in insurance.

Measuring yourself up against others is setting yourself up for failure. Especially when your new, it can be a bit discouraging.
As long as your happy with your income, then you are doing fine. if 2 appts a week generates enough stable income for you, then you are doing fine. But if its not, then you need to raise your goal.
Sit down, do the math to figure out what you need, and what you want. Then figure out how much you need to sell, and set your goals that way. Do not let someone else tell you what your goals should be. Know your numbers.
 

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