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Always Be Marketing!

If you ever worked for a traditional life insurance agency (Northwestern Mutual, New York Life, Mass Mutual, etc), they tell you to “always be prospecting” when you’re not in front of clients.  As life insurance agents selling over the phone, I would say that anytime you’re not on the phone during business hours, you should […]

Week 6 Sales Challenge Update

For weeks 1-5’s recap, please click “Sales Challenge” under Categories. The point of recapping my apps for the week are for training purposes. I had another good week!  5 EZlife application and 3 Fidelity applications.  Lets start with the 5 EZlife applications.  Summary is below with names whited out. EZlife App #1:  Referral who needs […]

Week 5 Sales Challenge Update

For weeks 1-4’s recap, please click “Sales Challenge” under Categories. The point of recapping my apps for the week are for training purposes. I had a GREAT week.  5 EZlife applications and 5 Fidelity Life Applications.  Lets start with the 5 EZlife applications.  Summary is below with names whited out. EZlife App #1: Website lead […]

Gmail For Life Agents Selling Over The Phone

And no, I’m not talking about an @gmail.com e-mail address.  You can use your @yourdomain.com e-mail address in Gmail, just like you can in Outlook. For example, Here is my login screen for my email account through Gmail. Using Gmail, it’s easy to customize your login screen and when inside, it’s easy to create and […]

Week 4 Sales Challenge Update

For week 1-3’s recap, please click “Sales Challenge” under categories. The point of recapping my apps for the week are for training purposes. This was a short week because of 4th of July.  Even shorter for me since I was sick the 5th of July.  Only got 3 days in of work this week, but […]

Always Be Using Trial Closes

If you sell life insurance over the phone and find yourself overcoming objections or “hard closing” at the end of a phone conversation, you’re probably not using trial closes. A trial close is used to get the prospect to agree with you WITHOUT making a decision throughout the conversation.  Let me show you what I […]

Week 3 Sales Challenge Update

For week 1 and 2’s recap, please click “Sales Challenge” under categories. The point of recapping my apps is for training purposes.  Hopefully you can get something out of them. I had 4 EZlife/Fully Underwritten Cases and 3 Simplified Issue cases this week. EZlife Case #1 Website Lead.  This guy called me asking for my […]

Make Your Prospects Believe You

The most successful agents selling life insurance over the phone are all “believable”. Sure they also have the knowledge, work ethic and consistent marketing, but that only gets you so far. Many agents that ask me for help that are robotic in their approach.   Meaning they get their prospect on the line and just start […]

Week 2 Sales Challenge Update

Here’s week 2’s recap for the 5 month sales challenge. The point of recapping my apps is for training purposes.  Hope you can get something out of them.  I learned something this week in case #6. Case #1: Website lead from over the weekend.  She spoke with 2 other agents and no one would write […]

Life Insurance Inbound Marketing

Question for you agents:  Would you rather call leads all day or have prospects contact you? For life insurance agents, the dream is to have inbound marketing where you have a constant flow of prospects contacting you. So how in the world can one agent develop their own inbound marketing system? For the last year, […]