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.
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