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HOW TO SELL INSURANCE Sales Process: FACT FINDER ROLE PLAY for Life and Health Insurance Agents

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  • Опубликовано: 18 июн 2020
  • Be sure to check out the Academy's FREE New Agent Webinar! go.jeremysmith...
    Wondering how to SELL Life and Health INSURANCE using a FACT FINDER? In this video, Jeremy goes through a FACT FINDER ROLE PLAY to demonstrate STEP 2 of his 10 step sales process. Get the FACT FINDER: jeremysmithaca...
    SHOW NOTES / RESOURCES:
    ✅ Get your copy of the FACT FINDER:
    jeremysmithaca...
    ✅ Subscribe for more life and health insurance tips to help you succeed:
    / @jeremysmithacademy
    ✅ Do you have a question? Leave a comment below!
    Watch Jeremy’s HOW TO SELL INSURANCE 10 Step SALES PROCESS playlist here: • How to Sell Insurance:...
    Or choose from the following videos:
    Step 1 - The Warm Up - • HOW TO SELL INSURANCE ...
    Step 2 - Fact Finder - • HOW TO SELL INSURANCE ... , • HOW TO SELL INSURANCE ...
    Step 3 - Evaluation - • HOW TO SELL INSURANCE ...
    Step 4 - The Turn - • HOW TO SELL INSURANCE ...
    Step 5 - Product Presentation
    Step 6 - Close
    ____
    Steps 7 - 10 covered in this video:
    07:22 - Step 7 - Empathize - • HOW TO SELL INSURANCE ...
    09:25 - Step 8 - Isolate Objection - • HOW TO SELL INSURANCE ...
    09:40 - Step 9 - Overcome Objections - • HOW TO SELL INSURANCE ...
    14:28 - Step 10 - Re-Present and Re-Close - • HOW TO SELL INSURANCE ...
    CONNECT ON SOCIAL:
    ○ LinkedIn - / jeremysmithacademy
    ○ Instagram - / jeremysmithacademy
    ○ Twitter - / jsacademy2020
    ABOUT JEREMY SMITH ACADEMY:
    Jeremy Smith is the #1 rated Insurance sales and marketing business coach in the US. With nearly 15 years in the industry as an insurance agent, trainer, manager, insurance agency owner and now business development expert, Jeremy is offering access to his Playbook - Best Practices in order to help fellow Independent Life and Health Insurance Agents and Agency owners make massive progress in their careers.
    SUBSCRIBE to Jeremy Smith Academy here:
    / @jeremysmithacademy
    ABOUT THIS VIDEO:
    In this video, Jeremy of Jeremy Smith Academy walks you through a FACT FINDER ROLE PLAY step by step and explains how to use a Fact Finder in your sales process to help you sell life and health insurance successfully. Get the FACT FINDER: jeremysmithaca...
    (Jeremy Smith Academy Video #10): • HOW TO SELL INSURANCE ...
    #InsuranceAgentTraining #InsuranceAgent #JeremySmithAcademy
    All Rights Reserved.
    Copyright, Liability Waiver and Disclaimers
    As per and unless otherwise permitted under the United States Copyright, no part of the content of this video or any video published under Jeremy Smith Academy shall be stored, copied, recreated, republished, or transported. The advice, guidance, and principles outlined in all content produced by Jeremy Smith Academy are not responsible for any damages that result from an effort to implement the information provided. Your use and viewing of any materials and videos published by Jeremy Smith Academy confirms your acknowledgement and agreement that Iowa law will apply to any and all disputes related to the aforementioned entities and that Iowa will serve as the venue for any disputes, claims, and litigious activities. Jeremy Smith Academy and all other associated persons including but not limited to independent contractors, employees, and affiliates, research and review all content for this site to the best of their abilities but make no guarantees as to the complete accuracy and inclusion of all relevant information for each video.

Комментарии • 35

  • @jeremysmithacademy
    @jeremysmithacademy  4 года назад +4

    Do you have a question about the insurance sales process? Leave a comment below. Get the FACT FINDER: jeremysmithacademy.com/agent-resources/

  • @Abulbeesh82
    @Abulbeesh82 11 месяцев назад +1

    You did a great job Jeremy

  • @rickthemagicguy6075
    @rickthemagicguy6075 2 года назад +3

    You did a great job hitting every product. Excellent presentation I can do. Your content is amazing. I am getting ready to take my test.

    • @jeremysmithacademy
      @jeremysmithacademy  2 года назад +1

      Boom!!! Love it! Stay tuned! Gonna put out a super comprehensive interactive training course very soon for guys right at your stage!

    • @TitusLennon
      @TitusLennon Год назад

      @@jeremysmithacademy Hey Jeremy, did you create your interactive course?

    • @jeremysmithacademy
      @jeremysmithacademy  Год назад

      I absolutely did. Should be launching in next week

    • @TitusLennon
      @TitusLennon Год назад

      @@jeremysmithacademy Great. Any chance you'll respond to my other comment on your other video, and to my email I sent you?

    • @TitusLennon
      @TitusLennon Год назад

      @@jeremysmithacademy ?

  • @kokosthoughts
    @kokosthoughts 3 года назад +1

    Awesome sauce!!! love this

  • @trinilovaboi9699
    @trinilovaboi9699 2 года назад

    Thanks for this information and effort made. We new agents really appreciate it.

    • @jeremysmithacademy
      @jeremysmithacademy  2 года назад

      Much appreciate the note! It’s really my pleasure. Keep a look out, I have my first actual product coming out very soon. It is a very low cost but very detailed training that will cover everything from an agents first day all the way to complex estate planning. Plus free personal consultations if desired. Anyway, thank you for the comment and let me know if I can ever help you with any questions or problems!

  • @jjflores2856
    @jjflores2856 2 года назад +1

    Hi Jeremy, I’m new to the business and have learned a lot by watching your videos. I am interested in a fact finder sheet. Thank you

    • @jeremysmithacademy
      @jeremysmithacademy  2 года назад

      Hey there! All you need to do is grab one from my website I believe. Jeremysmithacademy.com…… let me know if you have any problems

  • @theboredchef6562
    @theboredchef6562 7 месяцев назад

    Thanks so much for your videos! How cann i get a fact finder

    • @jeremysmithacademy
      @jeremysmithacademy  7 месяцев назад

      Hey thanks for watching. You should be able to go to my website at Jeremysmithacademy.com and grab one. Let me know if you have any problems

  • @blakewattenburger3038
    @blakewattenburger3038 3 года назад +2

    Nice example of great questions.
    How do I get a template of the fact finder sheet?

  • @deannarogers9027
    @deannarogers9027 3 года назад +2

    I wonder if these questions will turn people off or make them upset, I would be nervous about this as a new agent lol

    • @jeremysmithacademy
      @jeremysmithacademy  3 года назад +5

      Once you get some experience, you will learn that the products we sell with an insurance license can only be sold if it’s in the best interest of the client and then your attitude change from thinking you are just trying to find more business for yourself and your thought process will evolve to thinking I owe it to my client to ask these questions. That’s how it worked for me at least. Thanks for watching

  • @motherlifther955
    @motherlifther955 3 года назад +1

    So life insurance is for the living and final expense is for the dead. I just thought that if I had life insurance which I do. Final expenses would we covered under that. I’m two months in studying for my Insurance exam in November and that did not become a realization until you explained it. Thank you! I will not look at final expense the same. I just thought if it mainly as an protection older people who couldn’t afford life insurance bought.

    • @jeremysmithacademy
      @jeremysmithacademy  3 года назад +1

      Exactly, Final Expense should be used for two reasons. Expense compared to a fully underwritten life policy and then the other big reason would be health. Almost all Final Expense policies are simplified issue not fully underwritten and so it might be a good option for someone who can’t qualify for a underwrite.

    • @jeremysmithacademy
      @jeremysmithacademy  3 года назад +1

      I’ll do a video for you next week with some tips about taking the test

    • @motherlifther955
      @motherlifther955 3 года назад

      Jeremy Smith Thank you soo much you’re the Best!

    • @motherlifther955
      @motherlifther955 3 года назад

      Jeremy Smith Thank you for the clarity.

  • @d3e1t3
    @d3e1t3 4 года назад +1

    Hi Jeremy, nice video! I messaged you on your website. I look forward to hearing from you.

    • @jeremysmithacademy
      @jeremysmithacademy  4 года назад +1

      Hey there, I didn’t see any other messages. Talk to me, what can I help you with?

    • @d3e1t3
      @d3e1t3 4 года назад +1

      Jeremy Smith, I am new to the business of insurance. I recently received my Life, Accident and Heath license for Michigan. I am trying to figure out the best direction to go in as I have not started working with or for anyone yet. I currently have an opportunity with AIL and possibly FFL. Ultimately I want to be Independent but I feel I need to go captive to really learn as much as I can. Are you familiar with the 2 companies mentioned above? Would you recommend one over the other? You can email a response if you’d like: kdmattison90@outlook.com

    • @jamesd2209
      @jamesd2209 4 года назад

      Kelantez Mattison who did you choose?

  • @Nabilmensah
    @Nabilmensah 7 месяцев назад

    I'm pretty sure this is a breach of client advisor confidentiality agreement in disclosing their health and financial information on the internet. If consent was given, It should have been stated in the video and even then it seems unethical to broadcast their health and financial situation :(

    • @jeremysmithacademy
      @jeremysmithacademy  7 месяцев назад

      Or they are actors! Way to much time on your hands Buddy

  • @melissamayer9983
    @melissamayer9983 2 года назад

    IM ONLY 14 MINUTES IN, AND I FORGOT THIS WAS A ROLE PLAY VIDEO🤷‍♀️

  • @rambo490
    @rambo490 Год назад

    Looks and sounds more of a interrogation room inside a police station. Youbm sound like cop man.