TMK1536 0610Agent training only. Not for sales use. Agent Orientation Luke Gilliam Vice President...

TMK1536 0610 Agent training only. Not for sales use.

Agent Orientation

Luke GilliamVice President


TMK1536 0610 Agent training only. Not for sales use.TMK1446 0410

New Agent Package

Agent training only. Not for sales use.


New Agent Package


Give the New Agent Package to new Agents on their first day and walk through it with them:

Review online training scheduleRegister for tmkweb.com email accountLog on to www.libnat.com

• Download Proposal System• Download 2010 E-app/Laptop Presentation• Download Worksite and Med Supp Laptops

Training: Available Tools


Agent Number activated 24 hours after welcome email received by Branch Manager

Day 1: Register for email address through TMKOnline

Day 2: Email address activated

Day 3: Brainshark account activated

Timeline


Website



New Agent PackageAgent’s Instruction GuideGuide to Growth

Key Documents


Brainshark



Bookmark this address:www.brainshark.com/torchmarkcorp



Common Questions:

First 5 letters of last name+ Last four digits of SS# User Name

Click ‘Forgot Password’



Late List


Cut off for completions is midnight Wednesday

Emails are sent to Branch Managers and Directors Thursday night

Incomplete courses show up ‘Due’ the first week and ‘Late’ the second and subsequent weeks

Late List Timeline


Top Reasons for Terminations



1. Violation of signature rules2. Taking cash from a customer3. Submitting an application on

themselves or a person related by blood or marriage

4. Forging or falsifying an application5. Failure to delivery policy6. Frequently replacing customer’s

existing polices7. Failure to meet minimum standards

Top Reasons for Terminations


Promoting Agents ToUnit Manager

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What’s in it for you?

Promoting Agents to Unit Manager


On libnat.com Agent Services

Promote Promotion Guidelines


Posters should be posted in your Branch

Promote Promotion Guidelines


Promoting Agents ToUnit Manager

The Liberty System

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Human Resources distributes a “Notice of Positions” on Wednesday afternoon.

This is a list of all available Unit Manager openings.

The Notice of Positions must be posted in the Branch Office.

LNL Unit Manager Bid Posting Process


Notice of Positions


An opening must be posted on the Notice of Positions to run one week before an Agent can bid.



Deadline for posting new Unit Manager opening is 10 a.m. Wednesday



Email or fax Human Resources a request to post an opening for a Unit Manager position for your Branch.

Shannon Maddox, [email protected]

Fax Human Resources 205-325-2908 ATTN: Shannon Maddox



An Agent may request to bid on a posted Unit Manager opening by completing a Request for Assignment to Unit Manger form. Download this form from Agent Services, Online Forms.

LNL Unit Manager Request Process


Request for Assignment to Unit Manager


The completed Request For Assignment to Unit Manager Form must be received by 10 a.m. on Wednesday the week after the opening has been posted.



Email or fax Human Resources all bids

Shannon Maddox, [email protected]

Fax Human Resources 205-325-2908 ATTN: Shannon Maddox



Applicants must qualify based on:• Production• DCN/Persistency• Completion of Brainshark Training

The Home Office makes the final decision based on the most qualified candidate for the job Human Resources notifies the Branch Manager of the approval

LNL Unit Manager Requests Process


Once approved, the Branch will be advised to submit a completed Transfer Memo to [email protected]

LNL Unit Manager Requests Process


PromotingUnit Managers to Branch Managers

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What’s in it for you?

Promoting Unit Managers


What’s in it for you?$18,000$30,000$60,000



Leadership Development BoardThe Leadership Development Board is the most important category of recognition Liberty National offers to its Branch Managers. It recognizes those who best promote Unit Managers to Branch Manager positions of their own.



Leadership Development BoardThose selected for “The Board” will be invited to join senior Company management for a round of business discussions to share their ideas on how they developed these new leaders, and how we might continue this process and grow this attitude within our Company.

A spectacular getaway will be arranged for the members of “The Board.”



Leadership Development BoardSept. 2010 – Flathead Lake Lodge in Montana


TMK1536 0610Agent training only. Not for sales use. Agent Orientation Luke Gilliam Vice President...

Documents

Transcript of TMK1536 0610Agent training only. Not for sales use. Agent Orientation Luke Gilliam Vice President...