2022 Daily Planner - Third Quarter
SALES AND SERVICE ACADEMY / NEW TEAM MEMBER TRAINING
Do you have NEW or NEWER Team Members? Agents tell us it takes SIX Months to train New Team Members. What if I told you I could handle a SIGNIFICANT part of their learning and development so you did not have to! You Hire them. I Train Them!
Regarding your Existing Team.....could they benefit from additional training and support. Are they looking to take their production to a new level?
Email tim@timlindon.com for more information.
This training is perfect for (1) NEW TEAM MEMBERS and (2) EXPERIENCED TEAM MEMBERS LOOKING FOR A BUMP.
Training includes: (a) 12 Weeks of Classes as outlined below; (b) Daily interaction by email, text, or phone with ALL participants for accountability purposes; (c) Daily (60 in total) re-enforcer videos to support the weekly theme or message; (d) Daily Planning Worksheets (See PDF in margin)
Whether you register for the LIVE program or Conference Call Training, we have twelve desired outcomes which include:
1.) Self-accountability and ownership of earning desired commissions (Tuesday, June 28)
2.) An understanding of and commitment to engage in careful thought and planning on how to achieve Daily Goals (Monday, July 11)
3.) Simple and logical pivots to additional lines on (a) ALL payments received in office or by phone; AND (b) ALL service transactions during the normal course of your day (Monday, July 18)
4.) An understanding of the PERFECT time to ask for a referral, how best to ask for the referral and how best to track/follow-up on your referral request (Monday, July 25th)
5.) The importance of, and how to set, TWO future Appointments every-day before heading home (Monday, August 1)
6.) An understanding from a sales and retention standpoint, the importance of meeting with at least one policyholder each day and how an agenda for that meeting can uncover a want for non-demand products such as Life and Health (Monday, August 8)
7.) Pivoting to Life Insurance through everyday transaction. (1) Why Pivot; (2) When to Pivot; (3) How to Pivot (Monday, August 15)
8.) Confidence to quote and close Auto Insurance while overcoming common objections. I want you to write a "Shit-ton" of Auto! (Monday, August 22)
9.) How to write a BOAT-LOAD of Fire Insurance Products! (Monday, August 29)
10.) Creating a PENDING system for Auto and Fire that will set you apart from the competition and enable to write MORE business in a world where people DO NOT want to be sold (Monday, September 12)
11.) Recognition of SIGN-ificant events that could be key indicators that a current household could be leaving the Agency and thus, negatively impacting lapse/cancellation (Monday, September 19)
12.) The importance of making two calls per day for the "THANK YOU" of it and how these calls will positively affect lapse/cancellation (Monday, September 26)