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Polaris Financial Group New Agent Bootcamp
Introduction
Welcome to the Team! (0:42)
Why the Insurance industry? (1:52)
Products Overview- What are you selling?
The Main Reasons People NEED Life Insurance (5:48)
Whole Life (3:45)
Term Life (3:20)
Indexed Universal Life (2:01)
Why do our carriers stand out? (6:11)
Psychology of the Sale
Tonality and Pace (4:55)
Being a consultant vs. a salesperson (2:11)
Psychology of working your leads- Daily activity (3:57)
Closing the loop (1:33)
THE INTRO
THE SCRIPT- FEX
Most Common Objection #1 - "I already have it taken care of" (5:31)
Most Common Objection #2- "I'm busy right now, call me later" (1:26)
Most Common Objection #3- "I'm not interested" (2:56)
Applying Concepts- Tonality and Closing the Loop in the Intro (2:14)
THE PITCH
Building Credibility
Financial/Medical Inventory
Running a Quote using LifeCenter (38:03)
Pick and Pitch
Building Value (3:21)
THE CLOSE
The slot close- Why do we do it? (2:27)
Assuming the Sale - the Close question (3:27)
Transition Objection #1- "I need to think about it" (1:31)
Transition Objection #2- "I need to talk to my spouse" (2:20)
Transition Rebuttal Print-Out
THE APPLICATION
How to Run an application
Crankwheel- How and Why we Use it
Handling E-App Objections
POST CLOSE
How to Cement the Sale (1:36)
What do i do after the sale is over? (1:41)
Retention Process - Keeping Clients on the Books (3:13)
Referral Process
How to Collect Referrals on the sale (25:35)
Referral Script Download
Get Organized
Setting up Your Computer and Workstation
KPI Tracker Template
Profitability Tracker Template
Sales Tracker Template
Why are these Important and How to Use them
Business vs Job
Shorten Your Learning Curve (1:23)
Time Blocks (1:02)
Investing into your Business properly (1:27)
Common Pitfalls to Avoid (1:53)
Resources
Download These
New Agent Checklist and Links
Teach online with
Being a consultant vs. a salesperson
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