Hey guys!
I'm a captive multi-line agent and registered representative with a regional carrier. I've been plugging away a year and now have an employee. My process is typically a good 1 hour opening appointment in a client's home with a focus on fact finding. The second appointment is almost always a PC presentation and a life presentation. If there is other stuff available (health, mutual funds, etc...) I'll go after that as well. I'll usually get those other things on annual review or open enrollment/AEP. Our product and process does not jive well with gathering info over the phone to quo
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I'm a captive multi-line agent and registered representative with a regional carrier. I've been plugging away a year and now have an employee. My process is typically a good 1 hour opening appointment in a client's home with a focus on fact finding. The second appointment is almost always a PC presentation and a life presentation. If there is other stuff available (health, mutual funds, etc...) I'll go after that as well. I'll usually get those other things on annual review or open enrollment/AEP. Our product and process does not jive well with gathering info over the phone to quo
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