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Preneed Agent Training
Welcome to Preneed & Sales Tools
Welcome (1:52)
Characteristics of Successful Agents (2:58)
Time Management (3:14)
Using the Volume Income Projection Sheet
Using Winners Keep Score
Test Your Knowledge!
Prospecting & Appointment Setting
What is Prospecting?
Prospecting Mindset
The Why Behind Prospecting (2:21)
How to Prospect
6-8 Touchpoints (1:47)
Appointment Setting - Phone (2:29)
The Power of the Tentative Appointment (4:35)
Layered Communication (2:59)
Anatomy of a Script (3:58)
Prospecting, LIVE! (3:31)
Frequency of Follow Up (2:50)
Prospecting Scripts
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Lead Sources
Introduction to Lead Sources (1:54)
Aftercare (7:49)
Referrals (3:28)
Community Events (3:09)
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Building Rapport & Warmup
Building Rapport (1:53)
Effective Communication (2:06)
The Perfect Presentation (2:30)
Three Foundational Questions (9:04)
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Presentation and Presentation Skills
Avoiding Suprises (2:48)
Talking Yourself Out of a Sale (2:58)
The Value of Insurance (3:41)
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Overcoming Objections
Overcoming Phone Objections (5:57)
3 Reasons Why People Do Not Buy (6:27)
3 Tips for When the Answer is No (3:00)
Breaking Down an Objection (4:42)
Objection - We Need to Talk Talk to the Kids (3:56)
Objection - We Need to Think About it (3:41)
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Closing
Closing (4:47)
Confidence in Closing (2:49)
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CRM
Intro to the CRM (3:23)
Peer to Peer Trainings
Call Tracker (15:03)
Agent Edge: Sales
Keep Score, Do More! (30:04)
Prospecting (42:08)
Building Rapport & Warmup (37:11)
Using Winners Keep Score
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