“The Standard's focus is customer service, and our effort to make the meeting was proof to the client that we would work hard to earn and retain his business.”
Soon after joining The Standard's Atlanta Retirement Plans office, I had the opportunity to make my first sale. Unfortunately, three weeks earlier, I'd taken a bad fall and broken my left elbow and right knee.
The client was in Savannah, 250 miles away, and Dave, my account manager, asked how I was going to get there. Since I couldn't drive or fly, I told him I'd have to cancel the appointment.
Then Dave made me a surprising offer. He said he'd fly out from Portland, rent a car, pick me up and drive me to the meeting with the client. I asked him if he was serious - he was talking about a nearly five-hour drive after a cross-country flight - and he assured me he was.
I was momentarily speechless. Then I accepted his offer.
Dave rolled me into the meeting in a wheelchair. We were followed a few minutes later by the broker, who used a cane as a result of an old injury. “Oh no!” the potential client said, chuckling. “Don‘t tell me this is a sympathy sale!”
After we all enjoyed a good laugh, we used his question to point out that The Standard's focus is customer service, and our effort to make the meeting was proof that we would work hard to earn and retain his business.
The client was sold. He stayed with us for several years until his firm was bought by a larger company. For Dave, the trip had a side benefit: the culinary joy of boiled peanuts from a south Georgia roadside stand. He became a huge fan of them and our new client became a fan of The Standard. Even after his firm was sold, he gave us excellent references that resulted in additional sales.