Telesales Basics
Download the Final Expense Payment and Remote Signature Guide - click here
Download the Final Expense E-App Guides - click here
Watch the Final Expense Sales Training Series
Pay close attention to:
- Tonality – calm and conversational wins
- Cadence – slow, confident, and in control
- Authenticity – make it yours, not robotic
This is how top agents guide clients without ever feeling "salesy."
Part 1 - Discovery (25:08) - Click Here
- Download the Transcript - Click Here
Part 2 - Education (21:25) - Click Here
- Download the Transcript - Click Here
Part 3 - Problem Awareness (16:17) - Click Here
- Download the Transcript - Click Here
Part 4 - Managing Expectations (25:43) - Click Here
- Download the Transcript - Click Here
Part 5 - Quoting (12:36) - Click Here
- Download the Transcript - Click Here
Part 6 - Objection Handling (44:30) - Click Here
- Download the Transcript - Click Here
Part 7 - Referrals (8:43) - Click Here
- Download the Transcript - Click Here
Study the NEPQ - The New Way to Sell
This changes the game. NEPQ (Neuro Emotional Persuasion Questions) lets you lead with questions that pull the client in — not push them away.
Download the NEPQ Black Book of Questions (PDF) - Click Here
It breaks down every stage of the sale:
- Connection
- Situation
- Problem awareness
- Solution awareness
- Consequences
- Commitment
Study this. It’s your competitive edge.
Set Up the Integrity Agent Platform
(super good for underwriting)
This is your control center — quotes, underwriting, and apps all in one place.
Access the Integrity Agent Platform - Click Here
Here are two videos overview of the Integrity Life Platform that will help you with underwriting and easily moving to an E-App.
Screen Share with Crankwheel
Use this during calls to build instant trust and show transparency.
Install Crankwheel - Click Here
Intro to Virtual Sales wtih Brandon Manley
(1:07:40)
Transcript of the video - click here
Mike Hilla Teaches Telesale System
(59:39)
Transcript of the video - click here
Jonathan Yeakey Teaches His Telesale System
(1:02:08)
Transcript of the video - click here
Telesales Scripts
The Sales Script #1 - click here
The Sales Script #2 - click here
Handling Objections - click here
If You Are Selling Over Zoom
Listen to Live Telesales with Joseph Dukes
Auto Dialers
Why an auto dialer?
We get asked about auto dialers all the time. It just makes your dialing experience easier. You load a bunch of lead data and it dials for you. Now we only endorse the legal use of these auto dialers meaning only one line that dials out and no leaving spam voice mails. We only endorse the mechanical dialing of numbers for you to connect to a live pick up.
Here is a highly regarded auto dialer: https://symbo.ai/
The reason why it works so well is that it will dial from a phone number in that lead's area code, so you can be assured that the pickup rate will be high. We have agents that love this system so it's worth considering.
One of the classic dialers is Phone Burner: https://www.phoneburner.com/
Phone burner has many features and continues to evolve. Last time we looked the cost is in the $150/Mo range.
Another highly endorsed dialer is called Ringy.com: https://ringy.com
Some agents love the features in this dialer that goes beyond Phone Burner. The cost starts out at $109/Mo with a free a trial.
One of our agents uses GoHighLevel CRM with the Auto dialer feature and spam protection.
You can get this through
https://agent-crm.com/
the cost is around $97/Mo
Then use WAVV dialer for $60/Mo.
The Alliance President's club also offers the GoHighLevel CRM with the autodialer as well. $99 a month to be a member of President's Club (includes a number of benefits) and $99 for the GHL CRM. Contact Clay Mertes at Alliance President's Club: 336-343-4371.
Key Books For Telesales
Sell The Problem Not The Solution
Call Center Success - The Sandler Way
