On-Boarding Process

1
Licensing
a.
United States
i.
Pre-licensing education
 
 
ii.
License exam
 
 
iii.
License application
 
 
iv.
Continuing education
 
 
v.
Carrier appointment
 
 
2
Basic Product Knowledge Training
a.
United States
i.
Life Insurance
 
 
 
 
 
ii.
Long-Term Care
 
 
 
 
iii.
College Planning
 
iv.
Estate Planning
 
v.
Investment
 
 
 
 
 
 
vi.
Social Security
 
 
vii.
Tax Planning
 
 
 
viii.
Retirement planning
 
 
 
3
Business Skills Training
a.
Prospect (Script, where to, how to, qualification, Top 25 list, hot buttons)
 
 
 
 
 
 
 
b.
Invitation (Script, different methods example, psychology behind)
 
 
 
c.
Recruiting (Skills, Mentality, Hot buttons)
 
 
 
d.
Follow Up (System, skills, Lily web tools for teammates and prospects)
 
 
e.
Handling objections (During Prospecting, Invitation, Recruiting and Promoting Event)
 
 
 
f.
How to close
 
 
4
Business System and Rules
a.
Promotion and compensation (high standard promotion interpreted)
 
 
b.
Where is the commission How to find it
 
c.
Exchange principle (duplication)
 
 
 
d.
Leverage (what, how to) and meeting mentality
 
 
e.
Field training (protocol, trainee and trainer role)
 
 
5
Standardized Presentations
a.
One-on-One Presentations
i.
Recruit
 
 
 
 
 
 
 
ii.
Fast Start
 
 
 
 
 
 
 
iii.
Sales
 
 
 
 
iv.
Promotion Events
 
b.
Group Presentations
i.
Office BPM
 
 
ii.
Home BPM
 
iii.
Zoom remote meeting (how to,tips)
 
6
Licensed Agent Technical Training
a.
Illustration tools
 
 
 
 
 
 
b.
How to fill applications and order medical
 
 
 
c.
Exchange principle (duplication)
 
d.
Case status follow up
 
e.
Licensed agent comprehensive training
 
 
 
 
 
 
f.
Case study and solution for different age groups
 
 
 
g.
How to handle sales objections
 
h.
Product mix and recommendation
 
 
i.
Provider websites and contacts, WFG local support contact
 
j.
Team binder
 
 
7
test
 
8
Provider and Product Specific
a.
Transamerica
 
 
 
 
 
 
 
 
b.
Pacific Life
 
 
c.
Nationwide
d.
American General (AIG)
e.
Allianz
 
 
9
Resources
a.
Provider resource (web training etc.)
b.
Lilyfortuneclub.com
c.
Live and recorded office classes (Mon 10-12pm, Tue 7:30-9:30pm, Wed 7:30-9:30pm, Sat 10-12pm PDT)
 
d.
WFG resources
i.
Web training on sales force and WFG talks
ii.
Ed Mylett web
iii.
Sales Force
iv.
Campaign manager
v.
Mywfg.com
 
 
e.
Books, audio and video
10
How to
 
 
 
11
eStatus.pdf