menu

Client-Focused Selling: The Key to Selling Annuities



video
Selling annuities is yet another way to earn good money. This is especially useful for people who no longer want the low monthly income and get huge lump sum revenue. For some, they are good short-term investments—buy and sell since they do not really give huge monthly payouts.

Client-Focused Selling
If you are going to make a sale in today’s world, there is only one principle that you should always stick with: good customer service. Nobody would like to buy something from an unprofessional and unaware seller. That is why it is important to build a client-focused approach to selling.

It is imperative, both ethically and financially, for a financial advisor to work towards the satisfaction of his prospect or client. He must therefore understand what they need and want and start from there. Consultative planning or selling is a good strategy to use in building good relationships with clients.

Consultative planning is the process of gathering information about the prospect (their needs, wants, goals, interests, assents and plans among others), putting them together, and creating a single plan that will best meet the prospect’s satisfaction. Financial advisors should attack this by listening and analyzing the information that they have generated. Then, they should translate these to find the best product and service that their client needs.

Steps in Consultative Planning:

Successfully selling annuities require a step by step procedure. You will have to do a preliminary planning by assessing your resources at hand. You will then begin to start your planning tailor-made to your prospect’s needs. Lastly, you will need to put your plan into action and try to build a lasting relationship with your client. Here are the more detailed steps in a client-focused selling:

1. Find the right prospects. A right prospect is someone who has a potential to do business with you and has the financial means to do so.

2. Approach your prospects. Set up an appointment with your prospects.

3. Meet your prospects and gather information about them. Make a good impression and ask related questions that you will need.

4. Analyze the information you have gathered. Look at what will work and what will not for your prospect.

5. Establish your custom-made goals for your prospect. Organize your analysis and create a goal to meet your prospect’s need.

6. Create an implementation plan that will best meet your prospect’s needs. Make your plan focusing on the goal you have set. Remember to get your prospect’s approval before implementing your plan.

7. Implement your plan or suggest courses of action. Put your plan into action. Guide your client if there are requirements.

8. Build good client-advisor relationship through good service. Always give the best service you can. Continuously guide your client through the contract term and offer them new plans that will both benefit you and your client.

You can also employ a reliable company to sell your annuity plans for you. This is the most convenient and easiest way to sell annuities. This is because these companies have the necessary sources and experiences to make good sales. Make sure though that you hire a reliable (preferably reputable) third party can assure you that your annuities will reap maximum benefits when sold.
But of course, there is a downside to it. You will have to pay them fees thus, not getting the whole profit of the sale.





By your GoodBuddy Richard La Compte
You may contact me through my Help Desk

Comments

*Name:
*Email:
Website URL:
Title / Subject:
Hide my email
*Comments:
*
 



Menu


My Articles

Where To Sell Annuities Connection
Should You Sell Annuity Payments?
Facts On Selling Annuities
Inherited Annuity: A Boon Or A Bane?
How To Easily Sell Your Annuity Payments
Useful Facts About Annuity Selling
Is Selling Your Annuity Settlement The Ultimate Solution?
Understanding Your Rate Of Return
Client-Focused Selling: The Key To Selling Annuities
Sell Your Annuities Right
What You Need To Know When Selling Annuity
Reasons To Sell Structured Settlement Annuity
Sell Annuity Payment To Refinance Home Loans
Formulas In Selling Your Annuities
The Basics You Have To Know In Selling Annuities
Sell Tax Deferred Annuity
Sell Annuity Settlement: The Basic Guide
Sell Annuity Comparison For Cash
The Best Ways To Sell Your Annuity
Sell Retirement Annuity For Lump Sum Payment
Selling Annuities
Guide To Selling Annuity Payments
Sell My Annuity Payments
Steps In Selling My Annuities



loading...




   Related Sites

My Articles


Where To Sell Annuities Connection Annuities are fast becoming a big part of a person's..


Sell Annuity Payment To Refinance Home Loans Annuity payments correspond to a big amount of money if summed up. It can be..


How To Easily Sell Your Annuity Payments Some businesses purchase annuities from investors who need..


Sell My Annuity Payments What are annuity payments? In order to understand the benefits of..



Related Products:

Related News:

 
This RSS feed URL is deprecated
Fri, 20 Apr 2018 08:07:32 GMT
    This RSS feed URL is deprecated, please update. New URLs can be found in the footers at https://news.google.com/news

Nationwide To Sell Annuities Through Independents - Insurance News Net
Thu, 19 Apr 2018 21:09:31 GMT
    

Insurance News Net

Nationwide To Sell Annuities Through Independents
Insurance News Net
Nationwide has recently made big gains in fixed indexed annuity sales. Nationwide was the No. 3 seller of indexed annuities last year with sales of $4.6 billion, an increase of 70 percent from 2016, according to Wink. "It will be interesting to see how ...



Lawyer who used nonlawyers to sell living trusts is suspended in New Jersey - ABA Journal
Tue, 17 Apr 2018 12:16:48 GMT
    

ABA Journal

Lawyer who used nonlawyers to sell living trusts is suspended in New Jersey
ABA Journal
Nonlawyers also delivered the trusts and explained them, according to the Pennsylvania findings. The sales agents carried Bohmueller's business card and fee agreements, and used his status as a lawyer to persuade potential clients to obtain living ...