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Ten Step Sales Pitch


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An effective Life Insurance Sales Pitch Presentation

Published in: Business, Education
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Ten Step Sales Pitch

  1. 1. Ten Step Sales Pitch Created by DSF Channel
  2. 2. Greet the client <ul><li>Warm Greetings: Good Morning/ Good Afternoon </li></ul><ul><li>Present your visiting card in the right manner </li></ul>
  3. 3. Introduce yourself <ul><li>Feel proud of what you are and what you stand up to. </li></ul><ul><li>Mention that you are an employee of Bharti Axa </li></ul>
  4. 4. Introduce your company <ul><li>Airtel: Most recalled brand in India </li></ul><ul><li>Axa: The France based conglomerate </li></ul><ul><li>Fortune 500 ranking: 15th </li></ul>
  5. 5. Ice Breaker <ul><li>Compliment the client </li></ul><ul><li>Ask general open ended questions: Stock Market/ Cricket </li></ul><ul><li>Ask about his work/ business </li></ul><ul><li>Ask about his family and children </li></ul>
  6. 6. Probing 5000 Long Term 30 Years 3Crores Retirement 5000 Long Term 20 Years 30 Lakhs Daughter’s marriage 10000 Long Term 10 Years 50 Lakhs Children’s Education 10000 Medium Term 5 Years 30 Lakhs House How much can you save every month to achieve this goal Short/Medium/ Long Term Time Horizon Cost of Goal Financial Goals
  7. 8. Discussion on Illustration Yes Yes Yes Yes 55 Years Yes Yes Yes Yes 50 Years Yes Yes Yes Yes 45 Years Yes Yes Yes Yes 40 Years Yes Yes Yes Yes 35 Years Yes Yes Yes Yes 30 Years 150000 100000 50000 25000 Age
  8. 9. Objection Handling <ul><li>Sir is there something I could not explain you? </li></ul><ul><li>Sir do you need more clarity on any of the points that I just now discussed with you? </li></ul>
  9. 10. Documentation <ul><li>Whom would you like to make the nominee? </li></ul><ul><li>Do you have the PAN card with you right now so that I can get a xerox? </li></ul>
  10. 11. References <ul><li>Sir, did you like the way I provided you a solution? If yes, will you reward me with two good references for the hard work and efforts that I have taken up? I can help these references with similar solutions on their financial goals. </li></ul>
  11. 12. <ul><li>Thank You </li></ul>