Quickstart Telesales Training

Total Time: 3:34:01

Download the Activity Tracking Sheet - click here

Download the Final Expense Payment and Remote Signature Guide - click here

Once you get through this webpage, here is the advanced telesales webpage - click here

1. 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

2. 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.

3. 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.

4. Screen Share with Crankwheel

Use this during calls to build instant trust and show transparency.

Install Crankwheel - Click Here

5. Lead Sources

The key to telesales is working a large quantity of leads. You have to be busy dialing dialing dialing. Here are some lead sources to check out: Click Here

If you want to use the aged Ethos leads from the Integrity Marketing Group Lead system, then you want to learn how Julius does it: 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

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.

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.