Phone Scripts

 

 

 

A LEAD SCRIPTS

 

 

CALL IN A LEAD SCRIPT.pdf
Adobe Acrobat document [42.3 KB]
TELEMARKETING A LEAD SCRIPT.pdf
Adobe Acrobat document [42.3 KB]

 

B, C, D, AND E LEAD SCRIPTS

 

 

CALL IN B,C,D,E LEAD SCRIPT.pdf
Adobe Acrobat document [43.4 KB]
TELEMARKETING B,C,D,E LEAD SCRIPT.pdf
Adobe Acrobat document [42.7 KB]
DIRECT MAIL B,C,D,E LEAD SCRIPT.pdf
Adobe Acrobat document [42.5 KB]

 

Forms and Resources for ALL CALLS:

 

 

Mentality of Dialing
Remember, our clients requested OUR help. It is your job and responsibility to get them covered. You're going to here "no's." That's ok just keep working to resolve everything you can!
mentality of dialing.pdf
Adobe Acrobat document [1'023.8 KB]
UniTrust "OH By the way" Form
Use this and complete for all prospects while booking the appointment. All this information is used for a reason and there is a method behind each point. Watch the appointment setting videos to understand how and why to use this form.
APPOINTMENT COVER SHEET.pdf
Adobe Acrobat document [221.7 KB]
Record Yourself on the Phone Script!!
We recommend for you to record yourself saying the basic Platinum Lead Script 60 times. You should record a few times, play it back, listen to it, and rate yourself accordingly. When you get better at the basic script, you will have less objections to handle.
RECORD YOURSELF 60 TIMES.pdf
Adobe Acrobat document [996.7 KB]
Activity Tracker
Use this sheet to track your activity when prospecting and running appointments. Your mentor can use this data to help find ways to improve your skills and counsel in areas you need help
unitrust activity report.pdf
Adobe Acrobat document [229.9 KB]

 

Objection Handling Scripts and Recording:

 

Click HERE for audio traning to handle objections

 

 

 

Base Objection Script
Great tool to handle any basic objection while prospecting or in the home.
BASE OBJECTIONS SCRIPT.pdf
Adobe Acrobat document [998.8 KB]
Common Objection Handlers
Use this as a reference and guide to help you handle common objections while dialing. There are other media and audios that you can listen to as well that will help out. Know how to handle objections before they come up. Role play with someone to get used to handling these common objections.
COMMON OBJECTIONS TO HANDLE.pdf
Adobe Acrobat document [63.8 KB]

 

 

 

Watch the video below to learn about our Telemarketing and

Call-in Lead Process

Watch GroupMe for LIVE dials schedule & number

 

 

 

 

 

Text your clients!

 

 

 

Texting your clients is certainly not an alternative to dialing the phones.  It's an addition. Our job is to resolve the problem for the family and do whatever necessary to reach them.  After you call a client severa times and can't get an answer, another easier trick is to text them. Usually wait a few hours or text them the next day.  Le'ts face it, everything works some of the time....with that said we know that some clients will not answer their phones if they don't know who it is and we don't leave voicemeails.   Click on the attachment below and follow these simple instructions to maximize your success when texting your client. 

 

 

 

Mortgage Protection Lead Text Script
UNITRUST TEXT SCRIPT.pdf
Adobe Acrobat document [253.1 KB]

Phone Script Basics!

 

 

Watch this videos below learn the mentality of dialing from our TOP AGENT Brandon Hall:

 

 

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