Training Agents
TRAINING AGENTS CHECKLIST
Successfully present the Orientation
Effective at helping an agent build their list and understand the training process
Confidently make calls and successful at scheduling training appointments
Successfully help an agent make the Host-A-Post, manage the messages & manage their posts/comments
Understand the promotions and how to build an agent's bonus
1. PRESENTING THE ORIENTATION
GREAT NEWS! The Orientation & Fast Start presentation is simply reading from the screen. However, just like all areas of the business, practice and mastery is what leads to results!
➡️ Access the Orientation ⬅️
TIP: New Agent Financial Game Plan is the best way to prep before the Fast Start. Seeing a sample FNA can help them feel more confident reaching out to their friends and family
2. BUILDING THE LIST
As you are helping the agent to build a list, clarify our goal is to meet with people they simply have credibility with not just those they think would be interested or want life insurance
“Who are some people that come to mind that would help you with anything no matter what?”
Understand their credibility!
If they don’t have credibility/not close with the person listed, use/teach them the favor script and have them reach out.
Be familiar with these scripts and walk your agent through how to reach out to their list
Have the agent send out texts right then, while on the Fast Start with you!
Contact the list right then and there!
➡️ Reference Text ⬅️
➡️ Favor Script ⬅️
TIP! SHOW EXAMPLE LISTS of other agents you’re working with
3. HOST A POST
Almost every agent should post to their Facebook page!
Helps with credibility & getting more activity
Helps them see the benefits and impact it will have on their bonus, training & business
Follow the scripts/step EXACTLY!
➡️ Social Media Post Steps ⬅️
IMPORTANT! Be sure to check on the agent's post during the first 24-48 hours to notify the agent of any spam account posting. Simply let the agent know and have them delete spam comments and block that Facebook account
4. GUIDING THROUGH THE TRAINING APPOINTMENT PROCESS
Be sure to prepare your agents before their first training appointment by having them watch this
Also, have them utilize the confirmation text along with the video link
Spend time after training appointments to answer your agent's questions and take the opportunity to teach
Know and understand the promotions. Be sure to have a focus on helping a new agent reach their 3X$3,000 District Leader Promotion and understand what they are working toward
Confirmation Text
English:
Hi NAME! Thank you for helping me with my training today. I’m going to send you a short video that explains what we do. Please watch it before we meet so you can have some questions ready for my trainer. Let me know when you’ve seen it.
Spanish:
Hola NOMBRE! Gracias por ayudarme con mi entrenamiento hoy. Te voy a enviar un video corto que explica lo que hacemos. Por favor míralo antes de que nos reunamos para que tengas algunas preguntas listas para mi entrenador. Avísame cuando lo hayas visto.
Spend time after training appointments to answer your agent's questions and take the opportunity to teach
Know and understand the promotions. Be sure to have a focus on helping a new agent reach their 3X$3,000 District Leader Promotion and understand what they are working toward
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