A short YouTube walkthrough (by Timothy Schucker) explaining a concise 'seven figure' final-expense life insurance telesales script. The speaker outlines a sequential phone-sales process: a brief intro to prevent hang-ups, a deep discovery stage to uncover needs and motivation, health questions to determine underwriting fit, presenting three quotes (written down by prospect), then asking for the order and handling objections.
Chapters
Alright, so I want to walk you guys through a seven figure life insurance script. So I only have 60 seconds to do this, so I got to be pretty quick. So the first thing that you need to do when you first get on the call, the number one is the intro. So this is basically just making sure they don't hang up. The next thing that you need to do and the intro, you just want to be like, hey, you know, is this blah, blah, blah, blah, kind of go from there. The next thing you need to do is the discovery stage. This is where you're asking a bunch of questions and you're basically like investigating to find out what are their needs, what have they tried in the past, what is their why. Right. The reason that they're actually buying life insurance. And you really need to dive deep. This is probably, or not probably, this is the most important part of the sale. Then you're going to go into health questions where you're basically just asking them health questions to find out what the best insurance company is for them. You transition to giving the quotes. You give them three quotes, have them write all of the quotes down, and then you just ask for the order and overcome any objections. That's literally all you have to do to close a life insurance sale. That's our entire script broken down.