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Moses Sales Introductions Selling Life Insurance

Updated: Apr 15

Watch the Full Video Here: Moses Sales Introductions Selling Life Insurance

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All right, Moses. So we're going to do a quick color review. I'm just pulling up intros and that will be all that I will pull up. Okay, So let me see.

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All right, So just put this on the side for reference. All right. So let's try this one first. Looks like a shorter call.

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Hey there, Donna. Yeah. Hey there, Donna. How's everything been out there in Philadelphia? Okay. Okay.

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So really get into the habit of not, like, confirming it's them. Like, Hey, is this. It was like Donna. Like your voice went up. So what you want to do is like, Hey, Donna, how's everything been going out there? And, like, really throw them off balance so that they're like, What do I know this person? Like, what's going on? And then then proceed.

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Okay, that's good. My name is Moses. Donna. I'm giving you a I'm giving you a call because you were recently speaking to one of my colleagues regarding life and burial insurance programs for Pennsylvania. Uh huh. My job is to go over those benefits with you and answer any questions you have. Okay. I see you had your address here listed as 5201 Chester Avenue and Philadelphia. And no.

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50 201 Cedar Avenue.

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Oh, Caesar Avenue.

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Yes. D e d a r.

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Z r. No.

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So always, if they're if it's wrong, just be like, okay, well, thank you for correcting me. I'm going to update that in the system.

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All right. And I see you had your date of birth here as August 12th of 1967. Yes. And you are looking into leaving some life insurance in place to live for your mother as the beneficiary. Uh huh. Okay. What's this going to be? Coverage just for yourself or for a loved one as well?

00:02:02:23 - 00:02:13:19

Okay, so you skipped work consulting firm. You really want to hammer that point home? Because it's very important. We're consulting firm. It gets rid of the. I'm shopping around. I want to think about it. Crap at the very end.

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Um, I don't know.

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What was that just for you today?

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I don't know.

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Okay. Is it just you looking into life insurance?

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I'm not ready to look into life insurance because I have to wait till after I get my job.

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Okay. So I might not have hung up her on her right there. Uh, I don't know if she hung up or what's going on, but I wouldn't just ended that call. Let's go to. It's fine. Another one if she hung up or whatever. But, you know.

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All right. So two minutes here.

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Hello? Excuse me. Hello?

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Hey there, Warner. How's everything been out there in Dublin?

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Okay, so that one's a good one. But you're still. You're still your inflection on your voice is still going up like Warner. Like it's almost a question. Just assume it's them. It's so much different out of it. Like, if you're like Warner, how's everything? You know, if you go, Hey, hey, Warner how's everything been going out there? And Toledo, it really will help you.

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How is it? It's the sun's out.

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The sun's out. All right. That's good. That's the most important part. My name is most. Okay, So you gotta.

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You got to take that information, go somewhere with it. Like that's the most important part. Mean, Is it really? So, um. And, you know, I could have used you could have took that any direction. The sun's out. Yeah. You've been. Has it been cloudy recently? Um, yeah. You prefer the sun than the rain. You could say anything there. That's a little bit of just back and forth. The sun's out. It must not be a normal thing. Maybe he's up north, and it's cloudy and, uh, gray and just bad.

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My name is Moses Warner. I'm giving you a call today because you were recently speaking to one of my colleagues.

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Don't say colleagues because they're not really your colleagues. It's just some, you know, the Philippines are they're just generating leads for us. So the colleagues, you don't really want to be associated with them because they clearly are foreign and a lot of people don't like that. So, you know, you don't want them actually link in those two together.

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Regarding life and burial insurance programs for Pennsylvania.

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So reps, you can say reps don't say colleagues.

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My job is to go over those benefits with you and answer any questions you have.

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Okay, so hit my job a little more harder. Like it's like my job is to go over those benefits with you and also answer any questions that you have. So I'm just going to confirm this info to make sure it's right though.

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I always like to confirm the information left off to make sure I'm speaking to the right person. I see you had your address here as 312 Manor Drive and your date of birth as October 4th of 1940. That correct? Correct. All right. And I see at the time you spoke to my colleague, you had your estate list as beneficiary. Is there any sort of changes you want to make?

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Uh, no, I don't remember that one.

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Well, who would you want the beneficiary to be for you?

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I think so. It's almost too early to be like, oh, well, who you know, I almost talk around that. If I see a state, like I'm not real happy that it's a state because leaving it to their state, there's really it's really hard to build any kind of emotional value. So I'd be more like, okay, like I don't see a state that often. Is there somebody in particular that you the money would go to or like you're asking the question, but you want to just like kind of lead them along without like asking super direct questions because it's too early for that.

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I think I think I really. That's where a problem has come in. Um, my son. I have a son. And he would be the beneficiary. Mhm. But he's lost in the United States or I don't know where he is. So there's no, there's no as long as I can't find him. Um, and I guess I'll give you the full story. He came into, into my apartment and.

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Made a hole.

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Just blew the place up. And not literally, but, you know.

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I was gonna say, I hope not. Literally.

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No, not literally. No, I'm still here. Um,

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and and and I haven't talked to him in months. So in that case, what's the use of getting a, you know, getting that, that, that setup.

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So I don't know if he hung up on you, but I would have just said, Oh, well, I mean, I really hope you find him. That sounds like you're going through a really rough time. And is there anybody else in the family that it would go to? And we can put him as the secondary. And if when you find him and put him as a primary, I mean, there's a lot of ways to handle that. But he's probably right if he has no one to leave it to. That's why State sucks. We don't want to see a state.

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All right. So three minutes, six seconds. Let's do that one.

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Hey there, Susan. How's everything been out there in Verona?

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So you still like Susan? It's kind of like Susan. It's almost like a question. It's like. Hey there, Susan. Like, just. Just, you know. Hey there, Ernie. Like, whatever.

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Okay, that's good. My name is Moses. Susan. I'm giving you a call. It's good. My name is.

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Don't say their name that much in 12 seconds. Like three times. Moses.

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Susan, I'm giving you a call today because you were recently speaking to one of my colleagues regarding life and burial insurance programs for Pennsylvania. My job is to go over those benefits with you and answer any questions you have. Yeah, I always like to confirm the.

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Little little hesitation. So, like, just like you're. You're the boss here. So my. So I'm going to confirm this information to make sure it's correct. Like it's not supposed to be like you're not like, jamming at them, but you're just like, okay, so I'm going to confirm this information, make sure it's correct, and then just move on from.

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Left off to make sure I'm speaking to the correct person. I see you had your address here as 5350 Salzburg Road and Verona and your date of birth as March 14th of 1954. Is that correct?

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All right, perfect. And I see your I only.

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Confirm once, so like I'm like, okay. And then I just kind of leave it. So I don't I only say correct once. I'm not going to keep saying. Is that correct? Is that correct? Because I don't want to feel make them feel like I'm talking down to them. Like at the end, like if I'm doing vanilla, soft, like, let's just pull one up. Hey, David, How's everything? Hey, David. How's everything been going out there in Howell? Okay. Yeah, I. No, I grew up in Michigan. It's kind of. It's kind of hit or miss with the weather, blah, blah, like. All right, Dave. Well, my name is Ernest over here at Senior Life Services. The reason for my call is you had spoken with one of our reps about state regulated life insurance programs for the state of Michigan.

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My job here is to go over those benefits with you and also answer any questions that you have. So I'm just going to confirm this info to make sure it's right. I still have you at 2649 Thistle Drive in. HOWELL Yep. All right. Have a date of birth is one 167. Right. And see, you got a wide gap here. 5 to $50,000 of coverage. Your favorite color is purple. Yes. You know, that's color royalty. All right. And the beneficiary, it says decide later who would actually be receiving the money.

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If you know, if you when you pass that, you know, that's just an example.

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That, correct? Yes.

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All right. Perfect. And I see you're looking into some coverage here to leave for your daughters as the beneficiaries.

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So I like the word like I understand that you're looking if it was a normal one, like it's like, see that you're looking for around 20,000 and that you've decided to leave that money to your daughter or and I understand I understand that this person is going to be the beneficiary. They really can't say no to that. So it's just like you can keep moving.

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Yeah, but they manage my finances, so I'd have to clear anything with them as far as whatever this is going to cost. Okay.

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Absolutely. Is is this something that you guys have been discussing? That would be the next thing. I've never heard this call. So that's the next thing would say. You guys have been discussing this and getting you some coverage. Okay.

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So they manage your finances for you. All right. Is there a way that we can get them on the phone.

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See too early? Like, I would definitely just dive a little deeper. Like, is this something you guys have been discussing? Okay. And they're aware that you've been looking into this. All right. So, yeah, we will have to talk to them, but let's first see what you qualify for here and then would actually fly through the qualification and then because we really got to sell the. So the kids, whoever's paying for it. All right, so I'm gonna get off that one.

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All right. Just don't want to find ones that. All right, so you got deep enough to get off the phone there. Well, let's try this one.

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Hey there, Susan.

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Yeah. All right, listen, that one.

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So that's almost a presentation. This is two minutes.

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Thank you for calling. Article.

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Nope. 150.

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Senior Life Services. This is Moses.

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Hey, there. How's everything been out there in Los Angeles? Phyllis?

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Wonderful. Who's calling, please?

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Okay. Well, my name is Moses. Over.

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So don't. You're saying okay, like. Like they caught you in something. So, like, if. Like. Okay, uh, now what do I do? It's like if they say, who's calling, just go right into it. It's like, Yeah, yeah, yeah. Phyllis is Moses over here at Senior Life Services. Remember us? Remember us? That's how. That's how it sounds to them.

00:12:28:07 - 00:12:43:00

It's senior life services. I'm giving you a call today because you were recently speaking to one of my colleagues regarding life and burial insurance programs for California. You've probably been getting a lot of calls about this recently, haven't you?

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What are they? I think I'm dying already. I'm still alive.

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Yeah, you're definitely still here. That's a blessing. Well, I hope I can brighten up the mood a little bit for my job.