Written By: Karen Deis
(Listen to audio of the reasons to consider a corporate campaign where companies endorse you as their preferred lender.)
Play the 2 minute clip now.
So you've gotten the appointment with the president of a manufacturing company (who employs 350 people) to see if you can get your foot in the door with your Corporate Benefits Program. (Read a previous article entitled, It's All About The Presentation: Corporate Employees Benefit Niche.)
Now what do you do?
I was coaching a loan officer about a month ago. He landed 2 appointments with companies who really liked the idea of offering discounts to employees who were considering purchasing or refinancing a home.
The appointments were a week apart and the L.O. called to say that the first appointment was a big failure. After analyzing the details of the "meeting", there were several glaring mistakes that were made.
We made some changes to the presentation and he not only was able to sign up the 2nd company, he has since had 9 other appointments and was able to sign up 4 more companies.
Here's what we did to change the presentation, make it interactive and insure that a higher percentage of companies would sign-up for the program.
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