On-Boarding Process

1
Licensing
a.
United States
i.
Pre-licensing education
ii.
License exam
iii.
License application
iv.
Continuing education
v.
Carrier appointment
2
Basic Product Knowledge Training
3
Business Skills Training
a.
Prospect (Script, where to, how to, qualification, Top 25 list, hot buttons)
b.
Invitation (Script, different methods example, psychology behind)
c.
Recruiting (Skills, Mentality, Hot buttons)
d.
Follow Up (System, skills, Lily web tools for teammates and prospects)
e.
Handling objections (During Prospecting, Invitation, Recruiting and Promoting Event)
f.
How to close
4
Business System and Rules
a.
Promotion and compensation (high standard promotion interpreted)
b.
Where is the commission How to find it
c.
Exchange principle (duplication)
d.
Leverage (what, how to) and meeting mentality
e.
Field training (protocol, trainee and trainer role)
6
Licensed Agent Technical Training
a.
Illustration tools
b.
How to fill applications and order medical
c.
Exchange principle (duplication)
d.
Case status follow up
e.
Licensed agent comprehensive training
f.
Case study and solution for different age groups
g.
How to handle sales objections
h.
Product mix and recommendation
i.
Provider websites and contacts, WFG local support contact
j.
Team binder
8
Resources
a.
Provider resource (web training etc.)
b.
Lilyfortuneclub.com
c.
Live and recorded office classes (Mon 10-12pm, Tue 7:30-9:30pm, Wed 7:30-9:30pm, Sat 10-12pm PDT)
d.
WFG resources
i.
Web training on sales force and WFG talks
ii.
Ed Mylett web
iii.
Sales Force
iv.
Campaign manager
v.
Mywfg.com
e.
Books, audio and video