As Financial Services Sales Professional you need to build trust and rapport in order to close more sales. By using a simple 3 Step Sales process you will able to close more sales and earn more commissions.
Step 1 - Contacting the Lead
For most Financial Services Sales Professionals making that phone call to set the appointment is often the hardest part of the sales process. Well it just got easier. You call the prospect and say
Step 2 The First Meeting
Remember the first meeting is where you get to know your prospect. Have a questionnaire prepared in advance with the questions related to their situation. Most good sales organizations will offer you online and offline tools with questionnaires.
The Sales call will go something like this. You Make some small talk, then have the client fill out the questionnaire. You say goodbye to the client and tell them you will get back to them to see how to proceed. In some cases you may want to make the 2nd appointment on the spot in other cases you may want to wait.
Before you leave ask for some leads.
Step 3 The Sale
The second meeting is where you make the sale. You go back with the questionnaire and at least 2 proposals on how you can meet their needs. If you get the sale or not always ask for leads. If you get the sale or not ask them if it's ok if you check back later on to review there situation.
About the Author
Mike Makler Offers Financial Services (Mortgages,Life Insurance, Annuities) in Florissant Missouri which is in North St. Louis County Missouri Just Across the Bridge from St. Charles Missouri
Call Mike at 314 398-5547
Visit Mike's Web Page:
http://ewguru.com/finance
For Missouri Specific Insurance and Loan Questions:
http://ewguru.com/Mo-Finance
Get Mike's Newsletter Here
http://ewguru.com/fin-news
Copyright © 2005-2006 Mike Makler
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