Nathan Hess shares his transition from call center sales to a long-term independent Medicare career. The hosts compare telephone, in-home, retail, and community sales experiences, discussing efficiency, startup sacrifice, residual income, and persistence. Hess describes retention practices such as birthday and Christmas cards, while the conversation emphasizes family balance during AEP, consistent effort, referrals, and putting client needs first.
In this episode
- Independent agent career story
- Telephone and field sales
- Residual income and persistence
- Retention and referrals
- AEP workload and family balance
Show notes
In this episode we chat with long time agent Nate Hess about his journey into Medicare. He discusses selling as a hybrid type agent that sells mostly over the phone, but also situationally in person. He has sold policies many different ways over the years and shares some of his hilarious stories!