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Roger Rich, Senior Vice President, Worksite. * Provides newly appointed Agents a complete approach * Allows for self-sufficiency * NEW Worksite cases.

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Presentation on theme: "Roger Rich, Senior Vice President, Worksite. * Provides newly appointed Agents a complete approach * Allows for self-sufficiency * NEW Worksite cases."— Presentation transcript:

1 Roger Rich, Senior Vice President, Worksite

2 * Provides newly appointed Agents a complete approach * Allows for self-sufficiency * NEW Worksite cases close in less time

3 * 26 Branches have received training * Criteria used is largely based on meeting or exceeding recruiting objectives

4 * A new Worksite presentation * Training * Field activity * Tracking system/personal accountability

5 * Pre-qualifying is eliminated * Flipbook provides a CLEAR and CONCISE track to run on * Time to self-sufficiency is minimized

6 * Approach * Gatekeeper * Business owner * The Presentation * Flipbook * Needs Planner * The Close * Choice Close * Answers to four common responses * Simplified paperwork

7 * Scripts * Flip Book and Needs Planner * Training PowerPoint * Worksite Playbook and Worksite on Demand * New Agent training schedule * Three weeks classroom & field training * Certification Meeting Checklist * Activity trackers * Follow-up book

8 * Success based on high activity level * 55 Approaches * 10 Presentations using Flip Book and Needs Planner * 1 New case per week * Blitz day * Three-four hour segments of time

9 * Field activity tracker * 55 – 10 – 1 * Weekly activity report * Follow-up book

10 * Inspection of Training * Training schedule and progress * Field training report * New Agent Certification checklist

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22 Tim Nuckolls Springfield, MO

23 * Better retention of Agents * Yields growth for the Branch


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