Getting Ready to Sell
Laying a Solid Foundation | Lesson 1

Getting Ready to Sell Intro

Before you can start meeting with potential clients, you need to have everything in order, so that you’re prepared for your sales opportunities.

Hi, and welcome to Knight School! I’m Zach Rutherford.

When we talk about preparing for sales opportunities, what do we mean?

Well, it means a few different things.

Preparation comes down to having competitive carriers in your portfolio. It means getting prepared to sell them, ensuring you have access to supplies and resources you might need when presenting plan options.

And then, what’s your plan for submitting applications when a client is ready to move forward?

Preparations also come down to some very basic, but very important business decisions that can help get you started on the right path.

In this module, we’ll journey through these preparations, and make sure that you know what to consider as you prepare to sell Medicare plans.

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