A mortgage protection sales approach that starts with setting clear expectations on the phone, then skips the pitch and focuses on education. The rep shows their Georgia license and carrier sheet to prove they work with every insurer in the state, then explains how the policy works, costs, and benefits without pushing a specific product.
Chapters
I want to hear though how you said set the table, which I love. I'm a big believer in setting expectations in all situations helps. How do you set the table, man, when you get to someone? I'd love to hear what you said.
Yeah, so it starts on the phone and your tonality. They have to kind of be accepting you when you get to the door in the first place. But obviously, you know, if you walk into the house, you sit down at the table, you're looking around for things to kind of relate to, but I don't build a whole lot of rapport. I kind of get right to the point because they're wondering why you're there. Right? Yeah. So you just sit down with them. Hey John, you know, like I was saying on the phone, not a sales rep to here to push you into a product, you know. I don't have a presentation or anything like that to show you. It's just my job to make sure you fully understand mortgage protection, how it works, what it can do for your family, how much it costs, who would actually approve you. Um, so first things first, this is my license with the state of Georgia, my carrier sheet. Like I said, I'm contracted with every company here in the state of Georgia offers programs, you know. So I don't have like a dog in the fight, it's just my job to figure out which one would actually approve you, right? So, and then obviously we need to make sure