THE ULTIMATE ANNUITY SALES SYSTEM
PART I. THE ULTIMATE ANNUITY LEAD PROGRAM, EXCLUSIVE & PRE-QUALIFIED OVER THE PHONE!
Illinois producer provides an inside-look on the Quest Annuity sales process that has worked for him, what to expect from the program and the difference working with the WIN Group makes in ensuring your success! Scroll down for details on getting a personal appointment setter to work your prospect for just $5 a lead.
Table of Contents – Chris Owens’ Interview
0:00 - Introduction
01:00 – Prior Experience (Dinner Seminars)
02:30 – The difference between Quest and other programs
04:30 – THE SALES PROCESS/Branding/First Contact/First Appointment Virtually
10:00 – The best way to EDUCATE your client
14:00 – Types of Individuals You’ll Come Across
15:30 – Initiating Contact with Phone Call
17:00 – Mindset of a Client / Your Mindset as the Advisor
19:00 – The “Discovery Call”
21:00 – The Video Call
24:15 – SPEND MORE TIME WITH FAMILY!
28:45 – Working with the WIN Group
31:25 – Closing Comments
33:00 – ROI versus Closing Ratio
PART II. THE ULTIMATE PERSONAL APPOINTMENT SETTER SERVICE, JUST $5/LEAD!
- Weekly campaign consists of 3 outbound calls to a single lead with call-to-action voicemails
- Each campaign is personally tailored and pre-scripted to get the best results
- No long term contracts
- Each campaign lasts for one week at just $5/lead for a minimum 10 leads with no maximum lead count!
- Index annuity will lock up a 200% participation rate for 10 years
- Back tested on the crediting, some of the best 10-year performance periods averaged over 12% annually
- Has a upfront premium bonus combined with a 110% Return of Investment!
- Still pays over 7% commission