Month: April 2019

Episode 5: Setting SMART Goals

Episode 5 is a forward-looking episode focused around setting goals and planning for the future! We start by discussing some of the trends happening with the Medicare-eligible population like updates in technology, social habits, and living changes.

As the industry grows and changes, itโ€™s important to focus on your plans for the future to ensure your continued success. As an agent, you should always be setting goals for yourself in order to grow your business and become a better salesperson.

The SMART Goal method is a fantastic way to set goals and we use it often at Senior Market Advisors. We break down the SMART Goal method step-by-step and Jessica and Sarah even take you through the entire process as they set their own goals! This way you can get an idea of what this method really looks like in action. Remember, a goal without a plan is just a wish!

Finally, to end on a positive note, Jessica shares a story about mindset and how having a positive outlook helped her cope with a negative situation. Want to be featured on the podcast? We want to hear from you! Look for the button titled โ€œShare Your Storyโ€ and send us your motivational stories!

Episode 4: Overcoming Objections

In Episode 4, we talk about the transition from OEP to SEP. Learn about Special Enrollment Period and how you can assist beneficiaries during this time of the year. We also go over how to overcome objections when out in the field!

Our very own Tori Buckman joins us to share her insight and conduct a role-play with Sarah. As they interact, we point out different techniques that Tori uses to put the beneficiary at ease or to get the sale back on track. After listening to us break down these strategies, we know you will feel more confident dealing with beneficiary objections in the field.

Finally, we share our first submission for Ending on a Positive Note from our agent, Rhea Swaze!