Script for prospecting rollovers

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Sep 30, 2010 3:18 pm

hey guys I have been in financial services for about a year doing insurance. I just got my securities licenses and am trying to jump start my business. the firm I work for only believes in warm market referrals. as such I am not getting any support for cold market scripts. I was wondering what the vetrans thought of this script i made. any input or variations would be appreciated.

MR/MS________ it’s Mateo with FFS investments. Your case from_______ was recently sent my way. I specialize in 401k rollovers and was calling to offer you my 401k services.


I understand that right now you are looking for work. It is my job to take care of your 401k and investment needs so you can focus on finding the right position.


When could we get together this week for about 20-30 minutes so I can show you some options and get the paperwork started.


Thank you_______ I look forward to serving you.


Please let me know what you think



Sep 30, 2010 3:24 pm

Mateo, read all of the posts from BondGuy, The Judge, Gaddock, GETHARDGETRAW,  BigFirePower and others then reread your script and you willl answer your own question.


Sep 30, 2010 4:03 pm

Thanks roger. i have been doing that for about a week now. I was looking for something a little more specific. i appreciate it.

Sep 30, 2010 4:49 pm

Find a sense of urgency, also, you must toss in some "tangible benefit", something that "means something" to the prospect. Find some sizzle!

I'm assuming you're calling folks already doing biz with your firm?

Sep 30, 2010 5:52 pm

just a little FYI... you might want to take down your personal info.. there have been "issues" on this site.

Oct 2, 2010 3:03 am

Thanks for the hep so far guys. I am actually 100% to an appointment so far.

To answer your assumption big. No these r cold calls. Cross refernced DNCL with some sources i have at some employers to get leads of people that left there position in the last six months with 401 k balances.
My firm does not do over the phone transactions so evry thing I say has to get me to an appointment.
Mabye that clarification will help with the advice. Again thank you all for your help. I am actually doing a IRA and a VA this weekend. One from this script and one warm market.


Jun 13, 2011 12:20 pm

Hey guys, have been real lazy lately. looking to get back in the game. if you have any tips for my script just let me know. I appreciate all the input