Popular Training Topics:
I set an appointment, now what?
Learn how to figure out which product to write for your client, and how to complete the application.
Improving your show ratio
Improving your show ratio
Getting a lot of no-shows? Use these tactics to improve your show ratio!
Additional Resources:
Summit
Virtual Mentor
SFGquotes.com
Everything you need to know can be found in the Summit training in HQ
Virtual Mentor
Virtual Mentor
Virtual Mentor
If your client has health concerns, Virtual Mentor will help you figure out what to offer them.
Additional Resources:
Mutual of Omaha eApp:
Instructions for how to write a Mutual of Omaha application BEFORE you are contracted.
AmAm eApp:
Instructions for how to write an AmAm application BEFORE you are contracted.
Americo AgentCafe
Americo AgentCafe
Learn how to use Americo's instant decision products, and practice using their e-application.
Example Videos:
Appointment Setting Example
Telesales (Phone) Sale Example
Appointment Setting Example
Listen to Managing Vice President Sarah Pappas as she sets a virtual sales appointment on the phone
Virtual (Zoom) Sale Example
Telesales (Phone) Sale Example
Appointment Setting Example
Example appointment using the SFG Sales Presentation, and the R.E.A.L. Sales Process from Summit Basecamp.
Telesales (Phone) Sale Example
Telesales (Phone) Sale Example
Telesales (Phone) Sale Example
Example appointment using the R.E.A.L. System sales process, meeting with a client over the phone.