Florida Licensed Agent Outreach Dashboard
Appointment Setting | Calling Hours:
10:00 AM – 2:00 PM EST
Use this page during live calls. Read the script, handle objections, and book the appointment before ending the call.
🎯DAILY TARGETS (FOR KIMBERLY)
📞 CALL TARGETS (4 HOURS)
👉 Minimum: 120 calls
👉 Goal: 150 calls
👉 Elite: 180+ calls
🎯 CONVERSION TARGETS
Out of ~150 calls:
20–30 conversations
8–12 interested
5–8 bookings (GOAL) 🔥
💥 DAILY KPI GOAL
👉 Minimum: 3 bookings
👉 Target: 5 bookings
👉 Winning Day: 7+ bookings
Relax, and breathe. YOU GOT THIS!!!
Section 1: Before Every Call
Before you dial, make sure you have:
* Agent’s first name
* Email Address
* Call log open and ready to update immediately after the call.
Reminder: Always log the call before moving to the next one.
Section 2: OPENING SCRIPT (READ WORD FOR WORD)
Opening:
"Hey [First Name], this is Kimberly — I’ll be super quick.
I’m reaching out to licensed agents here in Florida…
I just wanted to see if you’d be open to a quick 15-minute call to learn about an opportunity some agents have been finding really beneficial and amazing!"
Section 3: IF THEY ASK “WHAT IS THIS ABOUT?”
"We work with licensed agents in Florida and we've been connecting with professionals like yourself to share something that's been a great fit for a lot of people in your position.
Our team member can walk you through everything — it's only about 15–20 minutes and
completely no pressure.
Would [day] or [day] work better for you?"
Section 4: BOOKING SCRIPT (MOST IMPORTANT)
"Great! I have booked you for [Day] at [Time] or [Day] at [Time]
{Once they confirm say}
"Perfect. You'll receive a confirmation shortly. Is your phone number and email still the best way to reach you?"
{Confirm the phone number and the email address is correct}.
"Wonderful — thank you so much [First Name]. We looking forward to speaking with you!"
Section 5: QUICK OBJECTION HANDLING
Not interested:
"I understand — just curious, is it timing or you're not looking right now?"
Too busy:
"I understand — it’s only 15 minutes and you choose the time."
Send info:
"Absolutely — what’s the best email?"
Already working with someone:
"That’s great — some agents still take a quick call just to see if there’s added value."
Remove me:
"Of course — I’ll take care of that right away."
Section 6: EXPERIOR BENEFITS
(Use this to explain the benefits of becoming an agent with Experior Financial Group)
Say:
👉 “Most agents take the call because they’re not getting real mentorship, consistent training, or the support they need to actually grow — this gives them all of that in one place.”
💰 BUSINESS & INCOME
✔ Own your book of business from Day 1
✔ Corporate ownership & equity opportunities
✔ High commissions (70%) and Fast Promotions
✔ Multiple income streams (Life, Health, Annuities, and a Referral Program)
🧰 SYSTEMS & TOOLS
✔ Built-in CRM with email campaigns
✔ Quoting tools for Term & IUL (iPipeline)
✔ EFA (Expert Financial Analysis) software
✔ Back office tracking & reporting system
📚 TRAINING & SUPPORT
✔ Weekly training (English & Spanish)
✔ Mentorship & leadership guidance
✔ Access to top producers and executives
✔ Licensing support & discounts
🌎 COMMUNITY & CULTURE
✔ National conferences & events
✔ Incentive trips & recognition
✔ Collaboration platform (Workvivo)
✔ Team-based environment
🚀 MARKETING & GROWTH
✔ Custom marketing assistance
✔ Insurance toolkits
✔ Personal brand development
✔ Optional agent websites
Section 7: VOICEMAIL SCRIPT
"Hi [First Name], this is Kimberly calling on behalf of our team.
I'm reaching out to licensed agents here in Florida regarding an opportunity that may be of interest.
I’ll try you again soon — have a great day!"
Section 8: CALL OUTCOME TRACKING
After EVERY call, mark:
- Appointment Set
- Callback Requested
- Not Interested
- No Answer
- Left Voicemail
- Wrong Number
- Do Not Call (DNC)
Section 9: DAILY WORK SCHEDULE
⏰ BLOCK 1
10:00 AM – 12:00 PM
(High answer rate)
⏰ BREAK
15–20 minutes
⏰ BLOCK 2
12:20 PM – 2:00 PM
Section 10: BOOK APPOINTMENT HERE
