Page 12 - The Manager's Guide to the New Agent Learning Path

Week

Two

Day 1
9:00-12:00

Work on mandatory compliance courses.
12:00-1:00 Lunch
1:00-5:00 Study for LL exam (flashcards, games, and other tools online)

LL Facilitator is available for 1 hour to answer questions.

**Note: Sales Trainees can not perform any customer engagement activities;
they can only shadow other agents until they pass the actual licensing exam
and receive their license from TDI. Ensure Sales Trainee completes courses

assigned in learning path.**

Day 2
9:00-12:00
Watch open procedures and store safety videos in AMU.

Watch "A Day in the Life of an A-MAX Agent" on AMU
In-office observation of opening procedures

Make bank run with OM or assigned person
Study for LL exam using online resources

12:00-1:00 Lunch
1:00-6:00 Shadow an agent using the observation sheet. Discuss
observations with DSM/OM.