Different Annuity Opportunities
If you are interested in selling annuity packages, you will need to understand how the market works. You can sell annuities online, in-person, or over the phone. The products you have access to will depend on your license and location. How well you can sell these products will also hinge on your ability to effectively communicate with others. If you choose to sell annuities online, you will need some of the same soft-skills needed for in-person skills, but digital skills will take a higher priority.
Finding Your First Annuity Sale
Reach out through the channels you have access to and look for people who may be in a position to establish an annuity fund. Study your network and look for people who are soon to retire or people who may have recently received large sums. Contact them and determine their level of interest, then push to schedule an in-person or over-the-phone meeting.
In that first meeting, set expectations and build a strong business relationship. You won’t need to mention the product much during this first meeting, as it is just meant to establish a connection with the prospect. During the second meeting, discuss the finer details of the annuity product and work to help the customer understand why the product is a good fit for them. Come equipped with knowledge that you can use to answer their questions, as this will leave customers confident that you truly understand the service you are providing.
Annuity Sales Platform
With the correct sales platform, you can optimize your annuity sales process from start to finish. Western Marketing offers the AdviseRight multi-carrier annuity sales platform that is designed to enhance and document every moment of your sales process. Using it, you can determine and document your client’s needs, generate product suggestions, and fill out paperwork electronically with ease. The data entry process is expedited by their CRM integration as well, allowing you to stay organized.
Find More Annuity Opportunities
If you are an insurance professional, Western Marketing has products and services that can help you succeed. The insurance and annuity product providers they partner with are sure to provide your clients with benefits that they are happy with. Reach out to them now to learn more about how they can help you grow your insurance business.
If you are interested in selling annuity packages, you will need to understand how the market works. You can sell annuities online, in-person, or over the phone. The products you have access to will depend on your license and location. How well you can sell these products will also hinge on your ability to effectively communicate with others. If you choose to sell annuities online, you will need some of the same soft-skills needed for in-person skills, but digital skills will take a higher priority.
Reach out through the channels you have access to and look for people who may be in a position to establish an annuity fund. Study your network and look for people who are soon to retire or people who may have recently received large sums. Contact them and determine their level of interest, then push to schedule an in-person or over-the-phone meeting.
In that first meeting, set expectations and build a strong business relationship. You won’t need to mention the product much during this first meeting, as it is just meant to establish a connection with the prospect. During the second meeting, discuss the finer details of the annuity product and work to help the customer understand why the product is a good fit for them. Come equipped with knowledge that you can use to answer their questions, as this will leave customers confident that you truly understand the service you are providing.
With the correct sales platform, you can optimize your annuity sales process from start to finish. Western Marketing offers the AdviseRight multi-carrier annuity sales platform that is designed to enhance and document every moment of your sales process. Using it, you can determine and document your client’s needs, generate product suggestions, and fill out paperwork electronically with ease. The data entry process is expedited by their CRM integration as well, allowing you to stay organized.
If you are an insurance professional, Western Marketing has products and services that can help you succeed. The insurance and annuity product providers they partner with are sure to provide your clients with benefits that they are happy with. Reach out to them now to learn more about how they can help you grow your insurance business.