Any Good Scripts for Calling Turning 65 Leads

[anthonyxm]

I'm new to the business and my focus is on the seniors market,(first week out of training) so I sell senior products like medicare adv, med supps, annuities, final expense. Tomorrow is Saturday and I've decided to spend my morning calling into a T65 list and I'd like to know if anyone out there has a good/tested script I could use, I'm hoping to make betwen 50-100 dials.

All tips and advice appreciated.

 

[GreenSky]

Since you're just out of training, what kind of training did you have? Was there nothing on marketing and sales?

Are you indpendent or working through an FMO? If you have an FMO, that company should provide you with something other than a "atta boy" and send you out in the field.

Give us some more information and I'm sure you can get some help here.

Rick

 

[anthonyxm]

Since you're just out of training, what kind of training did you have? Was there nothing on marketing and sales?

Are you indpendent or working through an FMO? If you have an FMO, that company should provide you with something other than a "atta boy" and send you out in the field.

Give us some more information and I'm sure you can get some help here.

Rick

Oh yeah, I work as a somewhat captive agent for an agency. I say somewhat ca[tive because I can only write through the various companies they are signed up with. I got a weeks worth of classroom training and I have a local manager I work pretty closely with. I've received both telemarketed leads and a turning 65 list. I have also been given scripts for just about any lead and/or product we support.So they have invested time, money and training in me. I find they are a seemingly ethical company and I'm drawn to that.
I've found their scripts to be somewhat lengthy so I researched and I found a script on a different thread here very effective when I dialed my Final expense telemarketed list.

 

[briko3]

What script did you find to be effective?

 

[anthonyxm]

VaDwayne put a script up yesterday that I thought sounded really good. I tweaked it and am going to start trying it tomorrow.

Here it is: (Feedback is more than welcome )

Good afternoon,

My name is ..... and I'm a Financial Advisor here in Greenville. If you're like me, I'm sure you hate to get phone calls out of the blue, but can you give me 30 seconds to explain why I am calling?(99% will say yes, and now it's their idea, plus you will peak their interest)

My firm specializes in Retirement and college planning and insurance. I would like to do a financial review with you next week which will take about 20 minutes. Which day would be most convenient for you?

SHUT UP, and don't you dare speak until they give you an answer. If you speak first, YOU WILL NOT GET THE APPOINTMENT!!!!
********

Its funny you posted this script Briko! I like it, it definitely works, I just took it and ran with it. I wasn't sure if I wanted to use the same approach for my Turning 65 calls today. Hope others find this script effective to.

 

[insurance0707]

I try and keep it short when I call turning 65. I just say, Hello, my name _____, I'm an insurance broker right here in _______.

The reason why I'm calling is I'd like to mail out information to you on an affordable Medicare supplement that covers all of Medicare's and deductibles at 100%

I'd like to mail this out to you but only if it's something that you're currently shopping for or would be interested in.

They either say Yes or No.

It's short and simple. They usually will say No, I have group coverage and don't need it or Yes, I am shopping or I've already taken care of it.

This has worked for me in the past. I hate cold calling though and don't really use it much. I hope it helps. Alot of times you'll get answering machines. I leave the same message on the answering machine and have been pleasantly suprised when I get a call back.

The words that I listed in bold above are words that you want to emphasize when you're speaking.

 

[anthonyxm]

I like it thats really good stuff direct and honest my manager hates the having to mail stuff in part and wants to set appointments directly, which I understand but I think sending something in the mail is non invasive and gives you a reason to call back and speak to them.

 

[Frank Stastny]

It's short and simple. They usually will say No,

They say "no" because you are not trying to engage them in conversation or offering anything that they haven't already received from several companies and agents.

It sounds like you feel obligated to make those calls but really don't expect anyone to be interested. What you are saying is fine but there is nothing there to peak their interest or want to learn more.

It is like an agent cold calling and saying they have valuable information regarding the changes that have recently taken place with Medicare. Then telling prospect they are going to be "in their area" on Wednesday and if it is okay they will drop off some information. There are agents who actually consider that an appointment.

I have found that mailing anything to them is a waste of my time and money unless they have requested specific information. They never either read it or can locate it when I call them.

Save your money and if you are really interested in making cold calling successful begin by engaging them in conversation. What you are currently doing is not going to be very beneficial for you.

 

[insurance0707]

It's worked for me Frank, when I used it. I usually engage them in conversation after they tell me that Yes they are shopping around. That's when I start asking them additional questions. I usually ask them do you currently have coverage now or are you losing it when you turn 65? That gets them talking and letting me know what their situation is.

Although I've thought I could add something better in the beginning to peak their interest because I do get quite a few, no thanks.....but I'm sure you get that whenever you cold call. I've found that the one's that said Yes to be pretty good prospects and have written them. I know you don't really market to turning 65. What do you say to peak their interest when you first call the 67 + year old?

 

[Frank Stastny]

It's worked for me Frank, when I used it. I usually engage them in conversation after they tell me that Yes they are shopping around. That's when I start asking them additional questions. I usually ask them do you currently have coverage now or are you losing it when you turn 65? That gets them talking and letting me know what their situation is.

Although I've thought I could add something better in the beginning to peak their interest because I do get quite a few, no thanks.....but I'm sure you get that whenever you cold call. I've found that the one's that said Yes to be pretty good prospects and have written them. I know you don't really market to turning 65. What do you say to peak their interest when you first call the 67 + year old?

Sorry, I guess I read your post too quickly. I thought you were just trying to get a "yes" and then simply mail them the information. Duh, my bad.

When I call it is as much how I say it as what I say. Kind of hard to communicate the "how" here. If you want to give me a call I will be happy to give you the "live" rendition of how I handle the call.