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DP ZOOM KT QUIZ Flashcards | StudBud
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DP ZOOM KT QUIZ
DP ZOOM KT QUIZ
26 terms
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StudBud Administration
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24 plays
Imported from external platform
Flashcards
26 cards
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Practice quiz
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Host live
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Questions
26
Answers
1
A FINANCIAL PLANNER….
Is mainly focused on selling Cash Value Insurance
Always has the Clients Financial Interests above their own
Represents the Company first and the Clients second
Great at Sales
2
“I’d be willing to bring you aboard, my only concerns are….”
Must be Very motivated!
Spousal Support
Weekly Schedule
Can you afford $124?
3
What are the 2 Videos we show on new appointments, when the client has a question in regards to the subject?
Investment Basics
Generational Wealth
Facts about Group Insurance
Licensing & Compensation
4
What is the reason for an Unlicensed Recruit invite a friend/family on a call?
To offer a Generational wealth Plan
To Offer Life Insurance
To offer a Retirement Plan
To help the New Recruit with Training
5
What is the monthly income range for someone helping 2-3 families per week?
$10,000-15,000/mo
$5,000-6000/mo
$1,000-2000/mo
$3,000-4,000/mo
6
A FINANCIAL ANALYST….
Is an expert on Taxes
Top 1% Knowledge-Wise of the Industry
In regards to Investments, paid based on the clients growth of assets
“Not a question you could ask them or their colleagues about money…”
7
What did we help them get licensed in?
Home insurance and retirement
Car insurance and real estate
Life insurance and investments
Health insurance and stocks
8
What’s the PURPOSE of the NEW REP SPEECH?
To show what the EXPECTATIONS are to be trained by the best (YOU!)
Give the new rec more info
To explain the training schedule
To convince them to not quit
9
What are some qualities that (New Rec) said about you?
1. Well Educated 2. Bachelor’s Degree 3. Positive Attitude
1. Lazy 2. Unmotivated 3. Litter-Bug
1. great attitude 2. Phenomenal work ethic 3. open-minded to Opportunity
1. Great Attitude 2. Analytical 3. Researcher
10
What are some questions to connect with someone?
How do you two know each other?
What do you do for fun?
What’s your Favorite Salad?
What is your favorite color?
11
A FINANCIAL ANALYST…
Is not a good salesperson
Represents the Clients first, and the company second
Also, sells Cash Value Insurance
More like a CPA, where they care about the numbers
12
What is the most FUN and BEST part of the training program???
Making money!
Creating your own GW plan
Getting Referrals
Getting Licensed
13
The Dogpound Empire currently has ____ locations around North America?
43
39
47
41
14
Good QUALIFYING QUESTIONS….
How do you implement Social Media in your everyday life?
Who’s been the most influential person in your life and why?
What do you value most in your career?
What key components of your background qualify you for this position?
What makes you passionate about your work?
What’s your greatest strength/weakness?
15
Aspects of you PERSONAL STORY should include…..
“Why I joined PRI”
My Business/Personal Vision for the Future (Little Red Wagon)
Why I’m Quitting Corporate America
Where u were born
16
What is the opening MONOLOGUE called?
The OPENING
The NEW REP SPEECH
The SNAPSHOT
The TIMELINE
17
What are the 2 Videos we show on 99% of new appointments?
Facts about Group Insurance
Investment Basics
Licensing & Compensation
Generational Wealth
18
After getting the IBA ($124), what comes immediately after….
The NEW REP SPEECH
The TIMELINE
Go over their own Generational Wealth Plan
Close Life Insurance
19
What’s the PURPOSE of the TIMELINE?
To give an overview of the opportunity & give them an easy option to say NO
To show them what we offer & give them a chance to say YES
To Recruit them, duh!!!
To SELL them something
20
Could you see yourself investing an extra ____ - ____ hours per week?
10-15
3-7
8-10
1-5
21
What are the characteristics that the company looks for?
Great Work Ethic
Negative and Lazy
Positive Attitude
Sick and Tired of Being Sick and Tired
22
What is Primerica and how many locations does it have?
A huge company with over 7,000 locations
A large company with over 8,000 locations
A large company with over 5,000 locations
A large company with over 2,000 locations
23
3 Reasons we on the call?
1. Complain 2. Learn Skydiving 3. Get Life Licensed
1. Train new Recruit 2. Expanding Client Base 3. Expand our Locations
1. Financial Plan 2. Making money thru Legal Shield 3. Customer Service
1. Talk about Life Ins. 2. Talk about Recruiting 3. Talk about Referrals
24
Closing Question to the TIMELINE…
What do you think of the opportunity?
Would you be willing to invest an extra 8-10 hrs/wk to own your own biz?
Can you afford $124?
Is making extra money important to you?
25
What’s the PURPOSE of an Appointment w a new Prospect??
To Sell them Life Insurance and Investments
To find out if they are worth YOUR time to invest in them
Create a Gen Wealth plan for them
To Recruit them
26
The NEW REP SPEECH includes expectations of…..
1. On WI-FI, not Cellular 2. Camera on 3. Pay attention 4. Take Notes
1. Become a product of the product 2. Must own the investments & insurance
1. Never miss a meeting (unless ur on the job) 2. Do what u say ur gonna do
1. Never ask questions 2. Have the best computer available 3. Quit your job
