Page 25 - Learning and Development SOP Handbook
P. 25
SUCCESSFUL
SELLING TRAINING
Purpose
All sales agents are required to complete the Successful Selling (SS)
training course. The training provides an overview of the sales process
and useful techniques to apply on the job.
Applicability
The course will help with developing or improving the skill set to sell
insurance policies and assist existing customers and prospects to
purchase and maintain policies.
Prerequisites
This course is taken after an agent has completed the NAT course
Responsibilities
Successful Selling Facilitator is in charge of teaching the content and
ensuring the agents understand the material
NAT Facilitator is in charge of providing the list of agents who
completed NAT class
VP of L&D is in charge of class oversight
Procedure:
When new agents are hired, email notices from HR are sent to L&D with
agent information (e.g. Name, ID number, office location, hiring date and
license status). This information is entered in an L&D database (NAT/LL/SS)
for training scheduling purposes.
The Successful Selling Facilitator will get a list from the NAT roster noting
which Sales Agents attended NAT and will be able to move onto the
Successful Selling course on either the Wednesday or Friday of the New
Agent training week.
Re-hired agents who have completed SS training at some point in the past
are exempt from SS training.