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Jr. Closer FE script

Final Expense Junior Closer script

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Arsalan Zahid
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575 views4 pages

Jr. Closer FE script

Final Expense Junior Closer script

Uploaded by

Arsalan Zahid
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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FINAL EXPENSE (SCRIPT- Jr.

CLOSER)
INTRODUCTION:

Hi there, this is ____ from US Funeral Expenses How are you doing
today? May God bless you with a healthy life. To whom do I owe the
pleasure of speaking with today? Mr. (Client’s name) nice to have
you on the line.

ACKNOWLEDGEMENT:

I am calling you in regards to the new state regulated WHOLE LIFE


INSURANCE program designed to cover 100% of your burial,
cremation and any other final expenses. These plans are usually paid
out within 24-48 hours of notification from your beneficiary; which
will take a HUGE burden off your family when they are trying to
figure out where the funds are going to come from.

My job TODAY, is to ask you some basic questions, shop the


marketplace with you, and help you find the best plan available to
you based on your age and health. SO MAY I KNOW;

QUESTIONS

1. How old are you?

2. How do you pronounce your first and last name?

3. What is your date of birth? (Must be b/w 40-85)

4. Do you make you own financial decisions?

5. Are you a smoker or non-smoker?

6. What is your current height and weight?


7. Are you currently in a nursing facility or a wheel chair due to

chronic illness or disease?

8. Do you have any major health disease like cancer, dementia,

Diabetes, High Blood pressure, Liver failure or respiratory

failure?

NOW, there are a few incentive based discounts that I would like
to review with you before we get started.

i. Do you currently receive social security, disability or veteran


benefits? (If you are on a fix income, you will get 20% off on
monthly premium)
ii. Do you currently have any existing life insurance?
iii. Lastly, do you use a traditional bank or credit union?
 IF NO- ask, Do you typically receive your income on a
direct express card or a prepaid debit card?
 IF DIRECT EXPRESS OR DEBIT CARED-PROCEED!
 IF PREPAID CARD ASK-Is it an account with Metabank
or Chime?
 IF YES (TO THE ABOVE)-PROCEED

CONGRATULATIONS! (NAME OF CLIENT)

You are qualified to have a golden coverage plan. Let me go over the
benefits that you will get with these plans first and we can customize
the plan as per your need.

1. It’s a coverage with no waiting period.


2. The plan is guaranteed for the rest of your life.
3. Both the benefit and the premium stay for the rest of your life.
You don’t have to worry about the payment going up or the
benefit ever going down.
4. They do not require any physical exam. No blood testing and
we don’t need to send you to the doctor for any reason or have
a nurse come out to your house.
5. Because this is a state regulated program, you will not have to
pay for this plan today, we can wait until the next time you get
paid. So, Do you typically get paid on the 1st, 3rd or every other
Wednesday?

TRANSFER LINE:

Well Mr/Ms. (Client’s name), that’s all the information from my side.
Now I am going to transfer this call to one of the licensed agent from
your state who will guide you further and if you have any questions,
you can ask him. Is that okay?

 IF Say’s YES say stay on the line as I connect your call


 If Say’s NO say I am not asking you to buy or change anything
right away, we are just offering you some options and rates and
if you’re interested than go for it otherwise, there is no
obligation for you.

REBUTTALS
1: NOT INTERESTED REBUTTAL (CX SAYS NOT INTERESTED/CAN'T DO IT RIGHT NOW: Ok but
before you go these new affordable plans have just been approved in your state and almost
everyone qualifies. We have a specialist on the other line who can explain it to you in few quick
minutes would that be ok?

2: NOT RIGHT NOW REBUTTAL (CX SAYS THEY CAN'T TALK RIGHT NOW/DO IT RIGHT
NOW):
Do you have few quick minutes so that so that I can transfer you to our specialist….
(You can also schedule the customer for a call back and then call that customer at
his/her given time and then transfer.)

3: ALREADY HAS INSURANCE (REBUT OPTION 2): Well, it’s good to be ahead however all
of our clients feel that every dollar is important these days. We would like show you some
comparable plan that could save money and assure you that you are getting the best
value for your dollar.
We have a specialist on the other line who can explain it to you in few quick minutes would that be
ok?

4: WHERE LOCATED/WHICH STATE? (CX ASK WHERE THE AGENT IS LOCATED/YOU): We're
located in Florida; however we have 3000 insurance agents across the country that helps
individuals like you find an option for low cost Life Insurance.

5: HOW DID YOU GET MY # (CX ASK HOW YOU GOT THEIR # INFO: We usually get your

information from online requests or senior databases


6: MAIL? (CX ASK TO MAIL THEM SOMETHING): Don’t worry about that part you can
speak with our specialist and he’ll be the better person to guide you further on this .

7: WHERE CALLING FROM? (CX Ask where YOU ARE CALLING FROM): Senior Care, we help
individuals ages (FOR EXAMPLE 40-85 AS MENTIONED ON DIALER) in finding affordable
Final Expense coverage.

8: WHAT IS FINAL EXPENSE INS. (EXPLAIN THE INSURANCE IN MORE DETAIL):


Final expense is a life insurance policy that covers burial expense and any other debts or
obligations you may have.
9: HOW MUCH WILL IT COST? (CX asks about cost) ‘OR’: I understand, that is the GREAT
thing about this plan because these new policies are inexpensive and have only small
monthly premiums. For many people it might cost less than a dollar a day.We have a
specialist on the other line who can explain it to you in few quick minutes would that be ok?

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