$TEP BY $TEP - $ETTING/RUNNING THE APPOINTMENT$!
Jeremy Smith Jeremy Smith
7.71K subscribers
67 views
0

 Published On Feb 29, 2024

You just bought some annuity leads! What are the very first and important steps you need to consider before picking up that phone to attack your leads?

This is Part 3 of an excellent 9 Part series involving buying leads to running leads and everything in between you need to know!

In this video, Jeremy is sharing the details of what you need to do in setting and running your annuity lead appointment.

Step 1) Connect with Prospect Immediately
Step 2) Overnight Professional Marketing Package
Step 3) Engage Telemarketing System in Getting Them on the Phone
Step 4) Initiate and Communicate Your Sales Process with Prospect
Step 5) First Set Appointment - Fact Finding
Step 6) Second Appointment - Creating a Client
Step 7) Assessing the Lead Source and Lead Quality
Step 8) Managing Prospect/Client Financial Timelines/Goals
Step 9) The CRM! Critical Organizational and Marketing System Actions


The Academy strongly urges networking with everyone viewing this series. Please share your lead/lead company experiences in the reply section!


✅ DOWNLOAD THIS FREE RESOURCE - ACADEMY'S FACT FINDER: http://go.jeremysmithacademy.com/fact...


ABOUT JEREMY SMITH ACADEMY:

Jeremy Smith is the #1 rated Insurance sales and marketing business coach in the US. With nearly 18 years in the industry as an insurance agent, trainer, manager, insurance agency owner and business development expert.






#InsuranceAgentTraining #InsuranceAgent #NewInsuranceAgent #LifeAndHealth #Mentor #Coach #Trainer #MedicareSupplements #Annuity #Long Term Care #FinalExpense #InsuranceLeads #Leads #InsuranceAgency #SalesManagement


All Rights Reserved.
Copyright, Liability Waiver and Disclaimers
As per and unless otherwise permitted under the United States Copyright, no part of the content of this video or any video published under Jeremy Smith Academy shall be stored, copied, recreated, republished, or transported. The advice, guidance, and principles outlined in all content produced by Jeremy Smith Academy are not responsible for any damages that result from an effort to implement the information provided. Your use and viewing of any materials and videos published by Jeremy Smith Academy confirms your acknowledgement and agreement that Iowa law will apply to any and all disputes related to the aforementioned entities and that Iowa will serve as the venue for any disputes, claims, and litigious activities. Jeremy Smith Academy and all other associated persons including but not limited to independent contractors, employees, and affiliates, research and review all content for this site to the best of their abilities but make no guarantees as to the complete accuracy and inclusion of all relevant information for each video.

show more

Share/Embed