
7 STEPS TO CLOSING MORE SALES
(Watch the video breakdown in the CWC training platform)
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OPENING
Stop asking YES and NO, it’s time to own the sale and it starts with the opening!
F.O.R.D
Build rapport with F.O.R.D (“This is a relationship not a transaction, don’t just ask the application questions! If you build rapport, you can ask for more”) Family, Occupation, Recreation, Dreams.
LEAD WITH LIABILITY
Lead with liability and stop asking a million questions. Just state the coverage, explain the coverage, and use a story on why they need that coverage!
ASSUME THE SALE
Never sell out of your pocket! Just go in for the ask! “I feel good about the coverages that we put together. I just need your routing and account information to lock in this great coverage for you today!
HANDLE THE OBJECTIONS
A. After objection one - isolate the objection.
B. After objection two - Feel, felt, found
HOTLIST
These are the customers you should have sold a policy to. You build great rapport, didn’t overcome their objections, they insisted on getting off the phone. Now, you have a short list of names that you add to daily. Work these often and especially around the end of the month!
FOLLOW-UP APPOINTMENT
Figure out the best time to follow up! When do they have enough insurance history? MVR incidents/ claims falling off? Birthday coming up?
WORK WITH BEAU
Thank you for your interest in working with Beau for Salesmanship Training.
Beau is a renowned sales expert, speaker, and coach, known for his ability to transform sales teams with proven strategies in persuasion, confidence, and high-performance selling. His hands-on training equips professionals with the skills to close deals with conviction, handle objections effectively, and elevate their sales approach to the next level.
Please use the form below to request more information on hiring Beau for salesmanship training.