Page 21 - Lasting Mark : Life Book 2025

NEW AGENT JOURNEY

TRAINING

Setting Up Tools Product Knowledge

• Introduction to the company and products. • Detailed training on policy features,
• Overview of final expense life insurance: 2 benefits, and underwriting guidelines.
benefits and target market. • Run through all carrier portals,
• Goal setting for initial sales targets. e-applications, and signature processes

Sales Techniques Sales Script

• Role-playing scenarios to practice selling. • Understanding the 5 principles of selling
• Understanding common objections and • Mastering the Sales Script
effective responses.
• Utilizing proven pricing and closing
techniques

REFINE

Continuous Engagement Feedback Loop

• Techniques for keeping prospects engaged through • Regularly reviewing call recordings for
follow-ups and updates. 5 self-improvement.
• Building a personal brand and rapport with • Encouraging peer feedback and
potential clients. mentorship within the team.

• Asking for referrals

Ongoing Education Adjusting Strategies

• Access to training, workshops, and bootcamps. • Analyzing sales data to identify trends and
• Reviewing and mastering your sales process successful tactics.
• Adjusting scripts and approaches based on
customer responses.

SCAN TO SEE THE SCAN TO SEE THE FULL SCAN TO SEE THE FULL
AGENT MORTGAGE FINAL
FINANCIAL PROTECTION EXPENSE
JOURNEY
CALCULATOR GOPLAN GOPLAN

DOING LIFE WITH LASTING MARK | 21