4. Basic Training

Step 1:

Docs / Websites you need

These are downloadable versions of the docs that you will use to succeed. If you would like online access to these docs please request access to the google docs/sheets versions by emailing andrew.pineda@fidelity.

Script

Paper Application

Objection / Rebuttal Script

Dial Tracker

Medical Rx

Avg Cost of Death

Step 2:

Quotes / Comdex

Quote tools are different for each carrier.

For MOST you have to actually log into the carrier and quote before the application (this requires a log in).

PLEASE EMAIL daniel.pineda@fidelityfl.com for the COMDEX (how we know what carrier to sell the client based on health)

Step 3: Understand Sales Process
(How I taught guys with NO sales experience to book 30k Issue paid in their first 30-60 Days)

WARNING!!!! Profanity! If sensitive SKIP!!!!!!!!!!!

Workshops:

Deep Dive into Discovery and Product Explanation

Step 4: What to sell and WHEN!
(Play by Play with the creator of the COMDEX!)

Hear it from the Hall of Famers:
(High Level Ins. Agents)

Step 7:

Congratulations! You know a lot more now!! 😎🎉

GO NEXT STEP: Top Producer Set Up