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
Download the Final Expense E-App Guides - 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 is a video on using the underwriting tool .
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
Handling Objections - click here
If You Are Selling Over Zoom
LIsten to Live Telesales with Joseph Dukes
He is using direct transfer leads which is why he just takes the call and starts.
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.
We recommend CallTools. It will dial from 10 lines at a time. It will also show up on the client's caller ID from their own area code or one close to it. And you can set it up to triple tap a number if the client doesn't pick up. It can also delineate a voice mail pickup versus a real person. You can get into it for $150/Mo plus $1/Mo for each phone number (10). We believe this is more than worth it. Our $1 lead program plus this dialer is a winning combination. Before signing up get with Mary Donovan so she can guide you to how to get the $150/Mo price.
There is a specific way to configure it to dial our $1 lead program. Get with Mary Donovan to
Lead Programs
Our lead systems fluctuate. Right now we have a great social media final expense lead for $1 a lead. These are low intent but out of 250 of them you should get lat least four sales if you are diligent at dialing them hard. Since they are so inexpensive you need to be in cherry picking mode and not get all emotional if someone cusses you out or says they are not interested. You are dialing through (triple tapping them) as fast as you can to find the nice ones that need your help. This is also why we like pairing up these leads with the CallTools autodialer. To find out more about them contact Ginny Abuyuan our lead manager.
To order them click here: https://abn.financial/1DollarLeadOrderForm
Key Books For Telesales
Sell The Problem Not The Solution
Call Center Success - The Sandler Way
