Top producers speak out.It's a tough job to start a career as an insurance producer. Marc Silverman, president of Silverman Financial in Miami, and Mario Ferreri, president of Financial Management Resources Inc., Winter Park, Fla., started their careers with life insurers. Silverman was with MassMutual for 13 years as a disability insurance specialist but now writes about 85% of his business in annuities. Ferreri started with the Equitable Life Equitable Life may refer to:
Ferreri formed strategic alliances with certified public accountants Certified Public Accountant (CPA) An accountant who has met certain standards, including experience, age, and licensing, and passed exams in a particular state. and lawyers, and he said this system produces its own kind of professional checks and balances. He equated the team approach to putting a client through a "financial MRI 1. (application) MRI - Magnetic Resonance Imaging. 2. MRI - Measurement Requirements and Interface. ." Silverman solicits notes from clients and leaves them in the waiting room inside a binder for customers to browse while waiting. His other reading material includes books about golf and travel that he lets clients take. He sends birthday cards, and he sends gift baskets A gift basket, or fruit basket is typically a gift that is delivered to the recipient at their home or workplace. There are different varieties of gift baskets, some which have fruit only, some with dry/canned goods only (such as tea, crackers and jam) although the standard to clients--at their workplace rather than their residences. Silverman's Sales Tips * Answer all calls by the second ring. * Dictate notes about each client immediately after a consultation. * Offer hot chocolate chip Chocolate chips are small chunks of chocolate. They are often sold in a round, flat-bottomed teardrop shape (similar to a Hershey's Kiss). They are available in numerous sizes, from large to miniature, but are usually around 1 cm in diameter. cookies and beverages to clients. |
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