Insurance sales opening remarks and coping skills after being rejected by customers. Insurance sales calls to interview customers. Indicate yourself and the company to contact prospective customers: hello, who are you?

Agent: Hello, is this Mr. XX?

Prospective customer: I am, who are you?

Agent: I am Liu Xiaohai from XX Life Insurance Company. Your friend Mr. Li Dawei introduced me to make this call. I will only take up a few minutes of your time. Is it convenient for you?

(Listen to the prospect’s answer) Prospective customer: What can I do for you?

State the purpose, arouse interest, and use the influence of a third party. Agent: I am making this call because I recently made a summary for your friend Mr. Li Dawei: Jintou Insurance will introduce you in detail to the insurance sales skills for beginners.

and speech skills.

Call the customer to indicate that you and the company are contacting the prospective customer: hello, who are you?

Agent: Hello, is this Mr. XX?

Prospective customer: I am, who are you?

Agent: I am Liu Xiaohai from XX Life Insurance Company. Your friend Mr. Li Dawei introduced me to make this call. I will only take up a few minutes of your time. Is it convenient for you?

(Listen to the prospect’s answer) Prospective customer: What can I do for you?

State the purpose, arouse interest and use the influence of a third party. Agent: I am making this call because I recently made a family financial and security plan for your friend Mr. Li Dawei, which we analyzed using professional methods.

, first understand his specific situation in terms of family finance and security, and then provide him with a plan that meets his actual needs. He is very satisfied with my service, so he suggested that I come to visit you and let you come and learn about it.

Agent: Of course, I’m not sure yet whether you’re interested, so I’d like to make an appointment with you to provide you with an analysis of your family’s financial and security needs. It’s up to you to decide whether it helps.

Respect the customer's decision and choose one of the two rules. Can we make an appointment to meet on Tuesday afternoon or Thursday afternoon?

Handling Objections Prospective Customer: Sorry, I'm busy and don't have time.

Agent: Mr. Zhang, of course I understand this.

It is precisely because you are very busy that I called you specifically to make an appointment so as not to waste your time.

Is it more convenient for you on Tuesday afternoon or Thursday afternoon?

Let's make an appointment to talk.

Prospective client; Sorry, I'm really not interested.

Agent: Mr. Zhang, I understand what you are thinking.

In fact, it is quite difficult to become interested in something you don’t understand.

But after my explanation, you can judge for yourself whether this "Family Financial and Security Planning" is helpful to you. If you are still not interested after listening to it, it doesn't matter. At least we can make friends. This will help.

No one has anything to lose.

So let's meet on Tuesday or Thursday, just you for 30 minutes.

Prospective client: Then you can send me the information. I will call you if I think it is necessary.

Agent: Mr. Zhang, of course I can do this, but our "family financial and security planning" is very personalized. It will be clearer if I explain it to you in person. It only takes 30 minutes, which can also save you money.

time.

You see, let's meet on Tuesday or Thursday and we'll have a chat. I really hope I can have the opportunity to serve you.

Prospective Client: Let me see... Thursday after get off work.

Agent to confirm meeting time: Okay, let’s meet together on Thursday. What time will you get off work?

Location Prospective Customer: 5 o'clock.

Agent: Okay, how about we make an appointment at your company at 5 o'clock after get off work on Thursday?

Prospective customer: Yes.

Agent: OK, what is your company’s detailed address...?

Prospective client: 11th Floor, No. 67, Yuyuan Building, Hong Kong West Road Agent: Thank you!

Agent: So Mr. Zhang, I will call you to confirm before we meet. Can I remember your mobile phone number?

Prospective client: My mobile phone number is...Agent: Mr. Zhang, then I will come to your company on time at 5 pm on Thursday. We will discuss it in detail after we meet. Thank you. Goodbye.

Prospective client: Goodbye.

2. Contact Agent: Hello, Manager Zhang (shake hands) I am Liu Xiaohai from XX Life Insurance, and this is my business card (hand it over with both hands) Prospective customer: Hello.

Come to my office and talk.

Agent: Mr. Zhang, I am very happy to have such an opportunity to meet you. I see that your company’s office environment is very comfortable and the employees look very energetic. This shows that your company is very powerful and must be very profitable.

Prospective customer: Not bad!

Agent: I heard from Dawei that you are classmates in college, right?

Prospective client: Yes, we still live in the same dormitory.