1 of 14

Slide Notes

DownloadGo Live

q4

Published on Nov 22, 2015

No Description

View Outline

MORE DECKS TO EXPLORE

PRESENTATION OUTLINE

1.

QUARTER 4 UPDATE

Photo by Leo Reynolds
2.

OBJECTIVE FROM PREVIOUS MEETING

TO INCREASE SALES ON Q3?
Photo by Q u e n t i n ²
3.

WHAT HAVE WE CHANGED?

  • Liaising with insurance tele sales
  • Insurance proposal
  • Quality hand overs
  • Coaching days
  • A broader vision of impact of sales
Photo by Nanagyei
4.

WHAT WERE THE RESULTS

  • Followed the question tree
  • Promoted benefits
  • Actively engaged the customer in conversation
  • Changed positioning of approach
  • Tonality of approach
Photo by timothygareth
5.

RESULTS FIGURES

  • 50 direct handovers
  • 33 future leads
  • 7 sales
  • Conversion of 3.5%
  • 4 F/T advisors
Photo by Q u e n t i n ²
6.

WHAT OBJECTIVE NEXT?

Photo by Eifion
7.

ASK THE AUDIENCE?

WHAT HAS WORKED IN THE PAST?
Photo by John Steven Fernandez
8.

DIRECT LEADS

HOW?
Photo by kevin dooley
9.

CENTRAL REPORTING TOOL

  • Training to understand and use via RI
  • See outcome for each direct lead
  • More control and understanding
  • Increase understanding of insurance barriers
  • Positive and constructive feedback for advisors
Photo by Domiriel
10.

Untitled Slide

11.

SALES FOR Q4 TO REACH 25

OBJECTIVES Q4
Photo by Bogdan Suditu
12.

CENTRAL REPORTING TOOL

OBJECTIVES Q4
Photo by amboo who?
13.

TAKE ONBOARD SUGGESTIONS

DRAW UP OBJECTIVES OR ACTIONS FROM THEM
Photo by torbakhopper
14.

IN ORDER TO CARRY A POSITIVE ACTION WE MUST DEVELOP A POSITIVE VISION

DALAI LAMA
Photo by Joshua Daniel O.

Steven