TMK1536 0910Agent training only. Not for sales use. Time Management TMK1536 0910Agent training only....

TMK1536 0910 Agent training only. Not for sales use.

Time Management



Management Fast Start System

Winning Game Plan



Monday - Get Monday Right!

7:30 - 8:00 a.m. Managers MeetingMeet with UMs (and UMITs when appropriate) - Plan for Monday and Thursday sales meetings

8:00 - 8:30 a.m. Meet and greet sales force8:30 - 9:15 a.m. Branch Sales Meeting9:30 - 11:30 a.m. Agent Individual Training & Check-In w/UM

Observe, interact and actively coach Agents*Worksite/Medicare Call Clinic

Don’t stop until 24 or more Introductory Offer appointments are set.

*Bonus earners

Branch Manager - Weekly Schedule



11:30 a.m. Go Sell!Send UMs and UMITs into the field with Agents to deliver Introductory Offers and execute the activity and marketing plan

5:00 p.m. Sales Call Clinic6:00 p.m. Recruiting Call Clinic (for Wednesday session)

WAM – Walk Around Management


GOAL: Get Mondays Right with early sales success to create momentum and start the week off with a win!


Tuesday

7:00 - 8:30 a.m. Recruiting Call ClinicSet recruiting confirmations for Wednesday.

8:30 - 11:30 a.m. *Worksite/Medicare Call Clinic9:00 a.m. - 4:30 p.m. New Agent Training using PESOS


Recruit, Recruit, Recruit


Tuesday

9:00 - 12:30 p.m. New Agent Training continued•Planning•Day’s Overview•New Agent Package•Prospecting•Marketing and Activity Plan•Priority Agent List•Profitable Work•Show them the Money – Compensation



TuesdayDay One Training – Fast Start

1:30 - 4:30 p.m. New Agent Training continued•PresentationMarketing plan execution using the laptop •Product Knowledge Medicare Supplements, Whole Life, Term and Cancer to prepare to sell the first day in the field•Preparation

“Dialing for Dollars (Sponsors)” phone clinic trainingSet Goals



TuesdayDay One Training – Fast Start

5:00 p.m. Recruiting Call Clinic (for Wednesday session)6:00 p.m. New Agent Sales Call Clinic

Don’t stop until 24 or more Introductory Offer appointments are set



Wednesday - Recruit, Recruit, Recruit!

7:00 - 8:30 a.m. Recruiting Call ClinicSet recruiting confirmations for today

8:30 - 11:30 a.m. *Worksite/Medicare Call Clinic9:30 a.m. *Tuesday Bonus Agent Lead Distribution for Step 112:00 noon Recruiting Seminar

334 confirmations will yield 33 people in the recruiting session12 paid files

4:30 p.m. Thursday Meeting Prep

*Bonus earners



Thursday

8:30 - 9:15 a.m. Branch Sales Meeting Invite this week’s top recruiting candidates from Wednesday’s recruiting session to the sales meeting

8:30 - 11:30 a.m. Orientation for New Hires9:30 a.m. *Wednesday Bonus Agents Lead Distribution

for Step 1 and Step 2 pairings1:00 p.m. **Branch Manager In-Field

*Bonus earners**Branch Manager In-Field Activities: 1) Worksite Enrollment 2) Close New Worksite Cases 3) Measurable Recruiting Activity w/UM or UMIT



Friday - Finish Friday Strong!

7:00 - 8:30 a.m. Recruiting Call Clinic (for next Wednesday)9:30 a.m. *Thursday Bonus Agent Lead Distribution

for Step 110:00 a.m. **Branch Manager in Field

*Bonus earners**Branch Manager In-Field Activities: 1) Worksite Enrollment 2) Close New Worksite Cases 3) Measurable Recruiting Activity w/UM or UMIT


GOAL: Finish Friday Strong with sales success to end the week with a win!


Saturday

9:00 - 10:00 a.m. Branch Training — One ProductConduct product training on one product with the goal of introducing an idea that they can take to the field and sell that day. Leads can also be provided as an additional enticement but only if the Agents agree to work the lead that day!

10:00 a.m. Individual Call Clinic



Winning Game Plan

Unit Managers and Unit Managers in Training




7:30 - 8:00 a.m. Meet with Branch Manager• Plan for Monday and Thursday sales meeting• Provide Friday recruiting confirmed appts

8:00 - 8:30 a.m. Meet and greet the sales force8:30 - 9:15 a.m. Branch Sales Meeting

UM and UMIT Schedule



9:30 - 11:30 a.m. New Agent Check In with UMIT/UM11:30 a.m. Go Sell!

UMs and UMITs go into the field with Agents to deliver Introductory Offers, execute the activity and marketing plan


GOAL: Get Mondays Right with early sales success to create momentum and start the week off with a win!


Tuesday

7:00 - 8:30 a.m. Set recruiting confirmations for Wednesday8:30 - 11:30 a.m. Set phone appointments with Agents for Wednesday and Thursday. Don’t stop until 20 or more Introductory Offer appointments are set

1:30 a.m. Go to the field!



Wednesday - Worksite Wednesday

8:30 - 9:15 a.m. Teach Agents how to pull employers from Surveys and generate worksite activity 10:30 a.m. Go to the Field



Thursday

8:30 - 9:15 a.m. Branch Sales Meeting Invite this week’s top two management candidates (from Wednesday session) to the sales meeting

10:30 a.m. Go to the Field!



Friday - Finish Friday Strong!

8:30 - 11:30 a.m. Set phone appointments with Agents for Friday afternoon and Monday

Oversee New Agent Prospecting Phone Clinic and Unit Manager Recruiting Phone ClinicAssigned UM Manages Phone Clinic

Don’t stop until 20 or more Introductory Offer appointments are set

1:30 p.m. Go into the field with Agents, deliver policies and generate more sponsors to finish the week strong, with a sale


GOAL: Finish Friday Strong with sales success to end the week with a win!


Saturday

9:00 - 10:00 a.m. Branch Training — One ProductConduct product training on one product with the goal of introducing an idea that they can take to the field and sell that day. Leads can also be provided as an additional enticement but only if the Agents agree to work the lead that day!

10:00 a.m. Individual Prospecting & Recruiting Call Clinic



What have you put on your To Do List?


TMK1536 0910Agent training only. Not for sales use. Time Management TMK1536 0910Agent training only....

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