10 Steps to Getting Started as an Agent


At TSYS, we work with many agents who are new to sales or payments and are looking for guidance. Below, we’ve got our list of the 10 most important tips we give to agents who are starting with TSYS.  

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10 Steps to Getting Started as an Agent

Oct 31, 2018

10 Steps to Getting Started as an Agent


At TSYS, we work with many agents who are new to sales or payments and are looking for guidance. Below, we’ve got our list of the 10 most important tips we give to agents who are starting with TSYS.

  1. Begin with your existing network.
    Let people within your social circle know about your new business partnership with TSYS, and see if they have any leads for you. Do they own a business and want to explore new processing? Do they work at places that need better processing, or do they know business owners?

  2. Go prospecting throughout your community.
    Take advantage of your existing relationships in the stores you already frequent – places like dry cleaners, restaurants and mechanics. When they know you’re a fellow business owner, they’ll give you the opportunity to earn their business.

  3. Leverage social media.
    Do more than just reach out to others. Post about the incentives you’re offering, write reviews for other merchants and share their posts, offer referral dollars and more.

  4. Create a newsletter to send to merchants and contacts.
    A newsletter is a great way to keep in touch with your contacts. You can include industry news, allow your merchants to advertise, post value-added services, and more.

  5. Use networking groups.
    Join your local Chamber of Commerce and attend all the events. Other helpful options include the Small Business Association, business networking groups, or Business Network International.

  6. Use your portfolio for referrals.
    Once you have a few clients, look to them for referrals. If they enjoy working with you, they’ll want to recommend you to others.

  7. Work on cold calling.
    Cold calling can be a tough part of the job in sales, but it’s an important one, and essential for new agents. Target industries that use credit cards the most and have a face-to-face meeting as your goal.

  8. Refine your techniques for overcoming objections.
    People will have a variety of objections pretty much every day. Make sure you know how to respond effectively.

  9. Follow the classic sales commandments.
    Be enthusiastic. Be prepared. Have a quick and powerful introduction ready. Keep it short and simple.

  10. Learn how to close deals.
    If you overcome the objection, move toward the sale. Ask for business confidently. Help them fill out their application.

Remember–success rarely happens in a vacuum, and at TSYS, we understand the importance of collaborative relationships. Partner with us now.

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