Day 6 and 7

What are the various ways you can get leads?

• Primary and Secondary Market

• Setting up activities at Schools, Public Parks etc.

• Recommendations from known people and exploring Social Network

• All the above

Prospecting should never be stopped. It is oxygen to the business.

• FALSE

• TRUE

Consistent prospecting ensures you have a pipeline to work on for sales.

• TRUE

• FALSE

Every person around you can be a prospect for you at any given point of time.

• True

• False

FLS Sushant has received leads from FC, Mr. Manu Malhotra. Both of them can meet the prospect either Digitally (Tele/video call) or Physically (Face to face).

• TRUE

• FALSE

Supriya needs to follow correct steps to start the meeting with the customer. Which amongst the following is not the correct step? 1. Thank client for giving time to meet 2. Give Business Card 3. Introduce Yourself 4. Ask for Business 5. State the purpose

• Thank client for giving time to meet

• Give Business Card

• Introduce Yourself

• Ask for Business

Ritesh is visiting prospect's place. Select which amongst the following, is critical information that he will need to seek from the prospect so as to map and pitch correct solution to him.

• When will their family need the money and how much money will the family need in unfortunate absence of the life assured?

• When will their family need the money and how much money will the family need in unfortunate absence of the life assured?

• What is their saving preference and their risk apetite?

• All information is important

Suresh was presenting the product benefits to Mr. Ramesh, What steps should he consider while presenting the same? Choose the correct option

• Highlight that this is the best product available in the market

• State that this product is best suited for customers like him

•  Use Product benefits to discuss the value of investing the product and help him understand the money he needs to pay in monthly terms

What is a benefit illustration used for? Choose the correct option

• The benefit illustration is used to explain the features and benefit of the product

• Benefit illustration is an important document which shows the policy holders personal and policy details and the future benefit that will be received in the policy lifetime

• The benefit illustration is similar to a brochure of the product showing all the details about the policy

"The Benefit illustration should be duly signed by the customer post the same is explained by the sales person". State whether the statement is True or False

• TRUE

• FALSE