Example Curriculum
Welcome to Preneed & Sales Tools
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Prospecting & Appointment Setting
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- What is Prospecting?
- Prospecting Mindset
- The Why Behind Prospecting (2:21)
- How to Prospect
- Conversations that Convert (2:39)
- 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
- 6 Communication Tips (4:43)
- Test Your Knowledge!
Lead Sources
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Building Rapport & Warmup
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Presentation and Presentation Skills
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The Legacy Planner
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Overcoming Objections
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Closing
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CRM
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Peer to Peer Trainings
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Agent Edge: Sales
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Have a Question?
Call Our Agent Hotline: (855) 765-4765
In an effort to provide better agent support, please call 1-855-SNL-4SNL for specialized support.
- New Business
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- Underwriting
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- Marketing
- Policy Service