The Open-Close Script™ (U.S Immigrants/Expats Leads)
[GREETING WITH A SMILE] Agent: Hi [Client’s name], I'm [Agent’s full name], and I am a Senior Life Insurance Advisor ht heor ue gaht tNi ta twi oonual dl Lbi ef eaGgroooudp .t iI m’ v ee rt oe ceexi pv el adi ny ohuorwr el iqf eu ei nsst uarcat nu ca el l ywionr mk sy. Ho fafvi ceeynoouwh aa dn dl i f e insurance before or is this your first time learning about it? Pause for the client's response. [INTRO-WARM UP] Agent: Oh, okay. Let me introduce myself first: As I mentioned, my name [AGENT’S NAME] a[ cnl di e In at ’ms naa St ieonniaolri tLyi/f el e Iands ut yrpa en]c ep eAodpvl ies oh re rhee irne taht eNUa .tSi o. , nf oacl uLsi fi en gG or onul pi f ea ni nds uI wr aonrcke mwai ti hn l y w i t h sc ao vmi npgasn, ireest ii nr etmh ee nUt. Sp. l lai nk en iFnigd, eal ni tdy ial nl nde Ns sabt ieonneafli tLsi. f Ie rGerporueps e, wn thtihc eh lias rogne es tol fi ftehienos ul dreasntcteo p - rinat[eCdLcIEoNmTp’aSnSiTesAaTnEd],hcaovrreebcet?en in the business for more than 175-years. I see that you are Pro Tip: This part is extremely important. Maintain a friendly tone with a smile, so you will be likable and trustworthy in your client’s eyes. 😊
Pro Tip: At this point, start to have a conversation with your client to establish a rapport. Ask questions and find the way to connect to them whether it be pets, family, places they hold dear, their cultural background, or favorite sports. 😊
[TRANSITION TO PRODUCT] Agent: So, you mentioned you have little or no experience with life insurance, right?
Pause for the client's response. [CRANKWHEEL SCREENSHARE]
Pro Tip: Some clients are skeptical clicking on a link, that’s why the rapport “warm up” is so important, it helps them feel safe and more willing to click on it. 😊 Agent: I wish we could meet in person now, but in the meantime, I'll send you link to your ps hhoown eyno uu ms obme re, snou ymobuecr as ,nms ea ek imn ge iot ne ams iye cr at mo ue rnad ae nr sdt amnyd sycorue re no pwt ihoi nl es .I De xo pn l’ at iwn ot hr rey b, oe nn leyf i t s , y[loaustw4ildlibgeitsa]b?le to see me, I won’t be able to see you. Is your phone number ending with
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