Please Help! (Phone calls)

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May 16, 2015 1:25 pm

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.  

Thank you

May 18, 2015 2:43 pm

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.

May 20, 2015 7:13 pm

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.