undisclosed
Expert
- 30
I recently started with a company that offers the spectrum of financial products, but I’m currently only licensed to sell life insurance and annuities so those are my focus for the time being. As such, I got a list of whole life and annuity leads to cold call (residences, not businesses) with the goal of scheduling a time for me to come by to do an analysis of their financial situation and then attempt a needs-based sale. I’m pretty comfortable on the phone, but I have some questions and would appreciate general tips as well.
1 – What are the best days and times to call people at their homes?
-a. How late is too late?
-b. What’s the general consensus on Friday and Saturday cold calling (yay or nay, and best times)?
2 – I use my cell phone for all calls and have a different area code than the local one… is this likely to have an effect on the percentage of people who answer my calls?
-a. On average, how many answers should I expect out of every 100 calls?
3 – What’s a decent ratio of appointments set to people spoken to? (not numbers dialed, but rather decision makers who heard my spiel)
4 – Any general tips regarding scripts for my situation? (i.e., cold calling houses, goal is to set an appointment, company offers all financial products but my focus is on life insurance and annuities)
I know there were some other things I wanted to ask but that’s all I can think of for now.
Thanks for any help!
1 – What are the best days and times to call people at their homes?
-a. How late is too late?
-b. What’s the general consensus on Friday and Saturday cold calling (yay or nay, and best times)?
2 – I use my cell phone for all calls and have a different area code than the local one… is this likely to have an effect on the percentage of people who answer my calls?
-a. On average, how many answers should I expect out of every 100 calls?
3 – What’s a decent ratio of appointments set to people spoken to? (not numbers dialed, but rather decision makers who heard my spiel)
4 – Any general tips regarding scripts for my situation? (i.e., cold calling houses, goal is to set an appointment, company offers all financial products but my focus is on life insurance and annuities)
I know there were some other things I wanted to ask but that’s all I can think of for now.
Thanks for any help!
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