POST BOOT CAMP

Do this first before anything else:

  1. Learn about leads

    • ​If you're in the Alex Abuyuan base shop contact Ginny Abuyuan our Lead Queen by emailing her at ginny@naarocks.com and texting her at 937-271-8298.

    • If you are outside of the Alex Abuyuan base shop team, contact your hiring agent to find out how to get leads from your upline agency manager.

  2. Put a game plan together with Alex

    • ​If you're on Alex Abuyuan's base shop, then it's time to put a game plan together to get you out of the gate making dials and making money. 

      • Click here to schedule your one on one game plan session with Alex Abuyuan. 

      • Then click here to tell me your goals on our goals form.  If you can't upload your pictures from the form, just email them to me:  alex@abnfinancial.com

    • For regular coaching calls for anything please either call me at 937-554-2693 or use my schedule links in the section below.

    • If you are outside of the Alex Abuyuan base shop team, contact your agency manager to put a game plan together.

  3.  Okay complete the Sales section below.

Bar Chart

Get Out The Gate Fast

Sales

Sales Skills - Do these:

  1. Listen to veteran agents dial the phone live (time - as needed)

    • Learning Objective:  Catch the mindset, attitiude and the feel for dialing clients

    • Schedule time in your calendar to attend the Lewantowicz team live dialing session on Mondays and Thursdays from 9 am eastern to 9 pm eastern, to listen in on zoom to the featured agent doing live booking dials.  Here is the zoom link to use (make sure you are muted and dressed appropriately if you activate your camera):  https://zoom.us/j/9523038012 passcode is 2527

  2. Learn the ATM Sales Submarine process (1hr 15 min)

    • Learning Objective:  Gain a deeper understanding on the what each compartment is trying to do using the ATM 7.0.

    • Watch the ATM Sales Submarine video: click here

    • Download the general appointment script - word

  3. Filling in the gaps - how to figure out what to quote (1 hr 5 min)

    • Learning Objective:  Fill in your knowledge blanks in going from talking to the client to presenting options

    • Watch this video: click here

  4. Learn the approach on selling our TLP leads (44 min)

    • Learning Objective:  The TLP leads (or telemarketing leads) are the least expensive of all our "A" leads and can be the highest ROI lead we have.  This should be the first lead you should invest in as we are getting great results.  One of our top new agents teaches on this video how he books these appointments and sells them.

    • Watch the Selling on TLP Leads video: click here

      • Now watch this video he did a month later on how he learned to ask the health questions on the first call: click here

      • Download the sales scripts

        • TLP (telemarketed) Leads - Word​

          • How to ask the health questions - Word​

        • Direct Mail and Social Media Leads - Word

    • Download ​the transcript of this great webinar - click here

  5. Order these books to further enhance your sales skill in our system (10 min)

    • Learrning Objective:  Both these books will advance your closing rates to 75% of your presentations.

    • Order the book "Asking Questions The Sandler Way": click here

    • Order the book "How to Make People Like You in 90 Seconds or Less": click here

  6. Practice the quoting tools from the webpage:  http://alliancequoting.com (45 min)

    • Learning ​Objective:  Become comfortable with accessing and running quotes for CFG Whole Life and Term and the Great Western Insurance Company and AIG guaranteed issue whole life.

  7. Read through the CFG Choice WL, CFG Safeshield, GWIC and AIG Product Guides. (30 Min)

    • Read through the CFG Choice WL, CFG Safeshield, GWIC and AIG Product Guides.

    • Learning Objective:  Become familiar with where to find the product and underwriting information quickly​

  8. Download and use this dial tracking sheet when you dial leads (1 min)

When you have completed these steps click on this button because you are ready for leads:

Products

CFG Whole Life (Final Expense) 

  • Product Info

    • Download the product guide: click here​

    • ​Download the Medical Questions (this will help you determine what to quote): click here

  • Quoting Tools

  • E-App

    • How to get your PIN to log in - click here

    • How to get into the E-App - click here

    • If you're doing your first E-App and don't have an agent number yet, use 511932

    • ​The telesale signature procedure (you must pracatice reading the script several times so you are clear and concise when you really have to do it): Video - click here

CFG Simplified Issue Term (Mortgage Protection)

  • Product Info

  • Quoting Tools

  • E-App

    • How to get your PIN to log in - click here

    • How to get into the E-App - click here

    • If you're doing your first E-App and don't have an agent number yet, use 511932

    • The telesale signature procedure (you must pracatice reading the script several times so you are clear and concise when you really have to do it): Video - click here

Guaranteed Issue Whole Life - when your client is really sick

Great Western Guaranteed Issue Whole Life (use for ages 40-80 and they cannot get covered with CFG Whole Life.  Not available in NY)

AIG Guaranteed Issue Whole Life (use If they cannot get covered with CFG Whole Life and ages 81-85 OR they are located in the following states:  AK, CT, DC, DE, HI, ME, NY, VT.  Not available in NY)

  • Download the product guide: click here​​

  • E-App Video: click here

  • If it is your first telesale app and you do not have an agent code, use this one:  004o0 (the 4th character is an "O" like Oscar.)

By submitting, you give us permission to contact you by email, phone call or text.

ABN Financial Group
1301 Lyons Rd #H
Dayton, OH 45458
(937) 435-7540

©2020 by ABN Financial Group

An Integrity Marketing Group Company

John 3:16

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