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On-Boarding (On-Board Docs (Employment Agreement, Commission Agreement,…

- - - - Rapport Building
      - Adaptability
      - Active Listening
        
        hrasing what was just said, or slowing the conversation down as needed, to ensure they can truly position themselves as consultative sellers
        
        staying in the moment and ensuring that the seller clearly understands what the buyer is saying
      - Objection Handling
      - Judgement
      - Good Memory
      - Resiliance
      - Technology
      - Persuasive
      - Selling Skills
      - Discovery
        
        ask intelligent questions, identify buyer needs
        
        follow-up accordingly
- - - - Product Knowledge: Score: 1 - 5
      - Selling Skills: Score 1 - 5
      - Phone Skills: Score 1 - 5
      - Technology Skills. Score: 1 - 5
- - - - Screening
        
        Scipt for Engagement
        
        Script for VM
      - Dialing
        
        Recent Cold Leads
        
        Current Leads
      - Study Contracts & Scripts
      - Measurables
        
        Phone Skills: Effective communication, & listening, tonality, script-following, rapport building, call hand off and transfer. Score: 1 - 5
        
        Technology Skills: Ability to learn and manage multiple apps and windows concurrently. Score: 1 - 5
    - - Beqin Quoting & Selling Non-CA/MO (50%)
      - Continue Dialing & Screening (50%)
      - Schedule & begin Insurance Training
      - Begin Tues - Saturday Schedule (wk 5)
      - Measurables
        
        Technology Skills. Score 1 -5
        
        Product Knowledge. Score 1 - 5.
        
        Phone Skills: Score 1 - 5
        
        Add Selling Skills: Ability to ask key questions, actively listen, build rapport, persuasive presentation of benefits, overcome objections, ask for the sale and negotiate a deal. Maintain resilience when rejected. Score 1 -5.
        
        Add Insurance Training: Course scheduled and training is begun.
        Attended all scheduled classes,
    - - Insurance Training 2 days/week
      - Selling Non-CA/MO 3 days/week
      - Insurance Training Completed (wk 16)
      - Measurables
        
        Technology Skills. Score 1 - 5
        
        Phone Skills: Score 1 - 5
        
        Product Knowledge: Score: 1 - 5
        
        Selling Skills: Score 1 - 5
        
        Insurance Training: Attended all classes. Completed training. Completed testing. Passed test. Score: 1 - 5
    - - Continue Dialing & Screening
      - Testing
        
        Sales Scripts (to be developed)
        
        Product Knowledge
      - Continue Study - Contracts & Sales Scripts
      - Measurables
        
        Phone Skills: . Score: 1 - 5.
        
        Add Product Knowledge: Ability to learn and recall key product information from multiple products and different administrators. Score: 1 - 5
        
        Technology Skills: Score: 1 - 5