Annuity Appointment Setting: Super Sales Techniques
Annuity Appointment Setting: Super Sales Techniques
When it comes to annuity appointment setting, the most effective technique by far is the Drop-By System. However, if you’ve totaled your car, broken both legs and must resort to a phone call, I’ve always taught my agents that the best way to engage your prospect on the phone is to open with a statement that is anything but your typical warm fuzzy, “How are you today?” Your statement must (1) make them sweat a little and (2) pose a problem which is at the same time a benefit of owning an annuity (without saying the word ‘annuity’). Note: This formula works with any product.
For example, “HELLO, MRS. JONES? MY NAME IS _______, FROM THE _____ AGENCY DOWN THE STREET, AND
