Phase Two: In Depth Training

Delivering Value

Joel Edelson goes through the process that has provided to his success as one of our top writing agents. By learning from the resources available he is able deliver value to each client and letting them know he is their agent going forward.

If you find it can be hard to draw out the why from the family you are in the appointment with, here is some things Gino does during his appointments. Listen to how Gino keeps the why in focus to be sure to not lose track of the what the client said the purpose of the appointment is and to be sure everything is accomplished with each family with whom you set an appointment.

Phone Appointment / TeleSales

Tim Penso goes through his process of how he does an appointment with his clients over the phone with those who are having an issue doing a video appointment or cannot access zoom for some reason. See how Tim does this appointment just in case and controls the flow of the entire appointment.

Recruiting 101 - Part 1

Brian works with Joel Edelson on the first interview for people who have submitted resume for job ad. Brian goes over what he is looking for and what he wants to establish in the 5-7 minute phone call with that person and purpose of that call.

Recruiting 101: Part 2

Ian Graham speaks about tracking, edifying, and the process he has learned over time with recruiting. He also provides the reason why you should be tracking the numbers and be able to locate where improvements need to be made in your process or go to your upline and leaders to be able to ask them direct questions about where in recruiting process the issue might be coming up.

Recruiting 101: Part 3

Ian Graham goes through the process of what his process looks like with his second interview and what the communication sounds like with the agent. Establishing accountability on the new agents side will set the ground work for the expectations as the agent moves forward through the contracting and licensing process and as they move to become an agent.