Do you work to set up a personal connection with your leads?

If the answer is yes, you are more than halfway to a wonderful career in sales. If you said no, do not worry, you can learn how to engage potential customers. Establishing a personal connection with your agency’s leads can be tricky, especially for new agents. Knowing how to talk to people in a conversational manner that does not come across scripted is a skill that needs practice.

It is important to note that working with leads will typically involve working with a script. This is especially useful for new agents. With time and experience, agents will often deviate from or abandon the script.

but it does not have to if you can think on your feet and talk easily with others about their wants, needs and desires when it comes to insurance. Many experienced agents, even though they have a script, know from the get-go that people are engaged right away when they are asked questions about what they want, about their jobs, lives and families. It’s connecting one-to-one on a human level.

It is best to be flexible when it comes to scripts because the last thing you need is to be in the middle of reading it and miss an important answer or piece of information.

Lead Types

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