Episode Details
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How to Succeed in Medicare Sales with NO Leads & NO Budget
Description
🔥 Welcome back to the Medicare Sales Playbook! In this powerful episode, host Dallas Keithley sits down with Christina Perez, founder of Perez Financial Group, to unpack her 17-year journey in Medicare sales and how she's built a thriving agency from scratch. Christina shares actionable insights for new agents and growing agencies, including:
✔️ How to go from ZERO clients to a thriving Medicare book of business
✔️ The importance of mentorship, being coachable, and asking the RIGHT questions
✔️ How to find clients when you have NO budget for leads
✔️ Scaling smart: When to hire, get a CRM, and build your internal team
✔️ The difference between licensed agent employees vs. independent agents
Christina also reveals her grassroots marketing strategies, the mindset shift from employee to business owner, and how to build lasting client relationships by becoming a trusted resource in your community. If you're ready to level up your Medicare sales game, this is your playbook!
👉 LIKE, COMMENT, & SUBSCRIBE for more practical sales strategies and inspiring stories to help you WIN in the Medicare market!
🔗 Connect with Christina Perez:
📞 (956) 540-7521
📧 christina@perezfinancialgrp.com