Page 11 - The Manager's Guide to the New Agent Learning Path

Week

One

Day 4

9:15-12:00 Limited Line Licensing Class
Review licensing content and study session

12:00-12:45 Lunch

12:45-1:45 Continue to review content and self-study time
1:45-5:00

Practice exam- 1 hour time limit, a grade of ≥74% is required to pass.

After practice exam is passed, Sales Trainee should contact the
Licensing Coordinator to schedule the license exam and fingerprinting.

If Agent does not pass, they are scheduled to retake the exam.

The Sales Trainee will have two opportunities to pass the practice
exam. The Licensing Lead Facilitator will make recommendations and

comments via email on the Sales Trainee's class engagement and the

effort made in class to grasp the content. After two attempts to pass the
practice exam, the Director of Sales, RSM, and VP of L&D will determine

the agent's options and opportunities.

5:00 Class is dismissed
5:00 DSM/OM End of Day Check-in

Day 5

9:00-12:00 Independent Learning

In-office observations and Bingo Assignment. (Direct the Sales Trainee
to use the handouts provided for this activity.)

12:00-1:00 Lunch

1:00-3:00 Week 1 Check In and Recap
Insurance Basics learnings and Bingo review - discuss next weeks

expectations

5:00 DSM/OM End of Day Check-in

Remind employee to complete the first week survey through Paycom.