Sales Process Valuation - Components
Component
Value
Obtain the Prospect
10%
Set the appointment
20%
Sales Presentation & write the application
55%
Process the app., follow through underwriting
10%
Policy delivery
5%
Total
100%
Jerry Jacobs is a Registered Representative of IMS Securities, Inc. Member
FINRA
/
SIPC
1500 City West Blvd., Suite 500
Houston, TX 77042 Phone:713-266-2993 Fax: 713-266-2997