Please Help! (Phone calls)
Hello, my name is Mike and I have always loved personal finance and investing. I have been in retail banking since 2007 and in 2012 was able to take a position that allowed me to get my life and health license. A month ago I was thrilled to accept a position as a licensed banker and start studying for my 6 and 63. I'm also told that if I do well enough I'll have the opportunity to get my 65 and 7!!!! I can't tell you how happy this has made me.
There's just one problem...
I suck at closing sales AND I have terrible anxiety about calling people on the phone. I don't even talk to my mom when she calls, I ignore the call and then immediately text her.
For 2 weeks now I have been supposed to be calling people with large savings/CD/Money market balances at the bank and trying to set up investment appointments. In reality, I have been calling my cell phone and leaving fake voicemails so that it looks like I'm making my calls. It's not my intention to lie to my boss and I know that this won't fly much longer anyway. I really do hate to see these people in these accounts earning in some cases 0.01% but I just can't work up the nerve to call them. If they were calling ME and asking for advice, I would have the job of my dreams, but that's not how it works.
Please I would greatly appreciate any advice or simple scripts that would make the phone calls less intimidating.
Is this for real?
You are in the wrong line of work if you have anxiety about speaking with people. It will probably be easier to find a job that suits your personality that it will be to overcome this handicap.
I am not 100% sure if this a joke or not
But listen: You have to look at this as a service, not sales. You are offering a service and helping the clients out. You’re doing them a favor. Get in this mentality.