PACE – Tele Objections

Sales Skills Program

Step 1:
Good Morning / Afternoon / Evening Sir / Ma’am,
I ‘m………… Calling from…………..
May I please take a moment of your time?

(If the Customer says he / she is not free)

“ I am very sorry to have troubled you. Is it alright for me to call you back sometime later this
afternoon?” If the Customer agrees, thank him / her and call back at the appointed time. If the
Customer is not interested, say “Thank you for your time, Sir / Ma’am. I’m sorry if I bothered you” and
hang up).

(If the Customer is open to conversation)

Continue with the General Benefit Statement

(If the Customer says he / she already has invested in insurance)

Well Sir / Ma’am, many of us have already invested in insurance to an extent. However if you’ll allow us,
we’d like to offer a free financial health check for you, which would indicate if your financial interests
are completely protected. So may we go ahead with the appointment? Thank you.

(In case the customer declines)

Thank you Sir / Ma’am for your patient hearing. May I request you to recommend someone close to you
who may be benefit from such a plan?

SBILA/05/11/09/SRD/26G, Version 1