ROLE: Appointment setter for Final Expense Insurance transfers.
PRIMARY GOAL:
Generate quality leads for sales team.
Contact potential clients & understand their needs.
Convince to set an appointment with a sales representative.
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what is a final expense insurance?
what is a final expense insurance?
Final Expense Insurance can be defined as a type of life insurance that covers the cost of funeral expenses, medical bills, and other end-of-life expenses.
target audience
target audience
Senior citizens
Individuals with health conditions
Concerned about leaving a financial burden to their loved ones
Coverage: 10k-40k
Age: 50-75yrs old
*NO medical assessment needed to qualify.
VALIDITY
VALIDITY
Ideally set an appointment on the next day from the date you had talked with the client.
Schedule no longer than 3-5 days from the date you had talked with the client.
If they need more time we can have the sales representative call back in a week, following month or whenever the consumer request and then schedule.
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