Recently I received the following message from a student who is quick to implement what she has learned in her sales coaching sessions. The appointment that is described in this article is what happened in her words…
Whether it is for financial services or a countless number of other industries, nearly everyone has an incumbent agent or company that they have an established relationship with…
Here is an interesting sales challenge I encountered while coaching a sales tune up in a Florida-based outbound/inbound call center. I am assigned to a specific salesperson for a 2 hour block of time to coach on sales calls. I walk into his office and observe on the salesperson’s phone that he has been on…
A sales challenge just in from one of our clients… I have a PROSPECT that is close to closing the deal with me. They have around $3 million and as an enticement to come over to me I offered to give them a savings account rate of .75% for their savings. That is well above…
An interesting sales challenge from one of our clients… I have lost in the finals on 3 consecutive retirement plans —$12 million 401k, $5 million 401k plan, $10 million Defined benefit Plan. Each CFO/HR VP said essentially the same thing: They loved my fiduciary notebook. They thought that I could best communicate to their employees about…
This prospect came to me in the fall of 2010 looking for advice on his 401k and his wife’s 403b. His brother, who is a client, referred him. He called me. Husband is 55 and was a welder with a local company. Wife is also 55 and is a RN. They both had recently switched…
What Causes a Client to Say “NO”? Lucky. Yes, lucky. I am lucky that on a regular basis, I get to hear various communications between salespeople and their clients. I remain amazed at how as salespeople we sometimes do not realize how our actions affect the client-salesperson relationship, especially in moving us towards or away…
Many of us at the time of closing a sale or asking for the order have a difficult time finding what to say. The following is a list of questions and statements that will assist you in getting the application and order complete and will help you close more sales. One of the challenges that we…
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