_________, it’s _____________(Rep) How are you doing?
(chat briefly for a minute)
Hey listen, the reason I'm calling is I just started working part time at a financial consulting firm. I’m getting licensed and I have to learn a new technology called BDollarSmart.
Have you ever heard of it? (WFA) It's a new financial technology and I'm really excited about it.
I need to complete some training appointments and I feel comfortable with you and ______.
So, can you and (spouse) do me a favor and help me with one of my training appointments? (WFA) I'm training on ____ and ____. So is ____ good, or is _____ better? (WFA) (Get the date & time, *always give 2 options 6:00pm or would 8 be better?*)
We will do the Zoom on your computer and make sure you have your phone with you as well, OK?
What’s your email address? _____________________________________________ Great!
It’s best to log on to Zoom from your computer or tablet because you'll need your phone for the App, okay?
See you on ___________________at ____________________________.
New Associate Recruiting Text Message
“Hey _____, I just stated working with a financial company and I’m pretty excited/pumped about it. They are expanding and I though of you (because you…. are hard working/care about people). Are you keeping your work options open?” (WFA wait for answer)
Text back
Great let me connect you with my trainer, he/she can go over the specifics.
Immediately create a group message with your trainer and send:
“_____, meet my trainer____.”
The trainer will take it from there
Common Objections
What is it?
It’s a large financial firm and they just rolled out some technology called BDOLLARSMART and its a great tool that helps people improve their financial situation. Who would benefit from that these days, right?
What’s the name of the company?
Primerica, they represent companies like fidelity, rocket mortgage, AIG, Lincoln, ADP and a bunch of others. __, will be better at going over the info, I’m just getting started.
I’m not interested:
No problem, know anyone looking to earn an extra $1,000-$3,000 a month part time around their job or looking for a career change?
Veteran Script
_________, it’s _____________(Rep) How are you doing?
(chat briefly for a minute)
BY THE WAY…. the reason why I’m calling is that my company is rolling out some New Technology called Bdollar$mart… have you heard of it?
It’s an App… and in less than 5 MINUTES, it will show you a handful of ways to improve your finances... Some of them may be of interest to you, and some won’t.
BUT let me ask you this, if you could improve your finances in less than 5 minutes, you would want to see it, RIGHT?
If you see something you like… great, and if not, that’s fine, but I definitely want you to see it so when you run across someone that needs my help, you can send them my way, Fair Enough?
We can do it over Zoom. It’s really easy.
It will take 5 mins for the app and then another 10-15 mins for any questions you may have, so when in the next 2 days can we set up a zoom call? ______________________________ (Get the date & time)
We will do the Zoom on your computer and make sure you have your phone with you as well, OK?
What’s your email address? _____________________________________________ Great!
It’s best to log on to Zoom from your computer or tablet because you'll need your phone for the App, okay?
See you on ___________________at ____________________________.
By the way will __________________ (Spouse/Partner) be available?
He/She might know some people that can be sent my way also.