Educate Clients
Educating your clients is another extremely important element during the "rapport building" process. Prospects usually won't buy what they don't understand, especially in the world of finance. It is my job to see that they get the educational materials they need in order to make an informed decision under your direction
Direct Communication
Ongoing direct communication to all clients is paramount. An updated book of business is the key to ongoing success in the market place. Stay one step ahead of your competitors. When your licensed sales staff can glance down at the screen and review newly entered household survey data they are that much closer to a sale.
IFR Client Reviews
Insurance and Financial Reviews should be conducted either face to face or via a phone call at least once per year. I can help coordinate this activity so that you may update your book of business concerning each client.
About
Over twenty years of experience:
Veteran marketing specialist Mike Graves started In House Marketing Services recently after spending nearly 20+ years working with a variety of highly skilled financial planning and insurance agents. Since the launch of In House Marketing Services the positive feedback has been fantastic.
The early years:
In House Marketing Services founder Mike Graves got his first start in the finance and insurance business way back in 1994 at a small boutique style estate planning office in Burbank, CA. owned by an independent insurance agent fresh out of USC business college. His day to day activities would include in house insurance underwriting (application processing), office administration, ordering detailed paramedic examinations, outbound telemarketing, prospect and client tracking, and the preparation of all outbound direct mail packages to prospects and clients. Some of the insurance companies he worked closely with include Nationwide Life, Sun America, Lincoln Benefit Life, Allianz, Fidelity, Pacific Life and many more.
Recommendations
"Michael has played an integral role as marketing coordinator for this State Farm office". Brooke Lewis office manager. Glendale CA.
"Michael has proven to be punctual, honest, dependable and hard working". Cathy Hopley office agent/owner, Glendale, CA.
"Mike has a natural enthusiasm for selling which is remarkable. He has an ability which most of us do not have and that is to pick up the phone, speak to somebody he doesn't know and get them to listen to his pitch. John Pankratz, President at Metro Digital Group, Inc. Burbank, CA.
"Michael is a young man of high integrity and thoroughly trust worthy and honest. I highly recommend him for your consideration". Commander Franklin E. Dana, Toluca Lake, CA. Superior Court Judge.
"Michael Graves has proven to be a very honest, reliable and creative employee here at FFM, Ltd. I would recommend him to any employer as he is a very hard working, meticulios individual with high integrity". Mark Fielder, President, FFM, Burbank, CA.
Original letters of recommendation available if needed.