Page 96 - Sales and Operations Handbook for Managers.pdf
P. 96
SALES TRAINING
Purpose
Sales training will help guide agents to become better
sellers in their position.
Applicability
Effective training will help agents to sell more policies,
increasing revenue.
Prerequisites
To successfully obtain a valid insurance license within
30 days
Responsibilities
Sales agent- successfully complete the training and
implement the techniques when handling leads and other
production activities.
DSM- in charge of coaching agents outside of L&D training
and tracking progress of agents after administered
coaching.
RSM- in charge of assisting DSMs in cases where sales
agents are not performing well after repeated coaching.
