STEP 3: WORK WITH LEADS

Topics: leads, OPT system

The main source of leads for Equis Financial is the Opt system. This brief overview shows you how to register, access, organize and interact with all your leads.

Topics: dialing leads, dialing schedule

One of the most valuable and profitable skills you will develop as a life insurance agent is the ability to book appointments on your calendar. We call it dialing. Learn the skills and mindset to give you the best odds for success. 

Topics: sample dial session

Lisen to a sample dial session so you can hear how it can go.