Placing AOTA’s is a skill every life insurance agent needs to master. AOTA = Approved Other Than Applied For. In other words, your client’s premiums are more expensive than you quoted them. This is a tough situation to overcome and going into that phone call unprepared can leave you with a big fat $0 in […]
For weeks 1-8′s recap, please click “Sales Challenge” under Categories. My goal is to hit $80k in 5 months (20 weeks). The point of the sales challenge and recapping my apps for the week are for training purposes. I had a family reunion this week and took off last Friday, Monday and Tuesday. That’s why […]
If you’re a new agent, forget about recruiting. Get it out of your mind. I have never seen it work for a new life insurance agent. Whenever a NEW agent calls me and tells me they want to build a team right now, I cringe and typically offend them (not on purpose) by telling them […]
For weeks 1-7′s recap, please click “Sales Challenge” under Categories. The point of recapping my apps for the week are for training purposes. I didn’t have a good week production wise, but marketing wise it was off the charts! If you’ve read previous “Sales Challenge Updates”, you’ll see that I have a referral source who […]
For weeks 1-6′s recap, please click “Sales Challenge” under Categories. The point of recapping my apps for the week are for training purposes. I had a decent week. I kept my pace of submitting at least $4,000 every week, but it doesn’t look that good coming off my last 2 good weeks($11k and $13k submitted). […]
If you ever worked for a traditional life insurance agency (Northwestern Mutual, New York Life, Mass Mutual, etc), they tell you to “always be prospecting” when you’re not in front of clients. As life insurance agents selling over the phone, I would say that anytime you’re not on the phone during business hours, you should […]
For weeks 1-5’s recap, please click “Sales Challenge” under Categories. The point of recapping my apps for the week are for training purposes. I had another good week! 5 EZlife application and 3 Fidelity applications. Lets start with the 5 EZlife applications. Summary is below with names whited out. EZlife App #1: Referral who needs […]
For weeks 1-4’s recap, please click “Sales Challenge” under Categories. The point of recapping my apps for the week are for training purposes. I had a GREAT week. 5 EZlife applications and 5 Fidelity Life Applications. Lets start with the 5 EZlife applications. Summary is below with names whited out. EZlife App #1: Website lead […]
And no, I’m not talking about an @gmail.com e-mail address. You can use your @yourdomain.com e-mail address in Gmail, just like you can in Outlook. For example, Here is my login screen for my email account through Gmail. Using Gmail, it’s easy to customize your login screen and when inside, it’s easy to create and […]
For week 1-3’s recap, please click “Sales Challenge” under categories. The point of recapping my apps for the week are for training purposes. This was a short week because of 4th of July. Even shorter for me since I was sick the 5th of July. Only got 3 days in of work this week, but […]