Page 26 - Learning and Development SOP Handbook

SUCCESSFUL

SELLING TRAINING

Agents with the following status are required to attend SS training:
Any re-hire or new hire agent who has not completed SS training will attend

The Successful Selling Facilitator will send calendar invites to the agents and their DSMs by
company email by noon on Tuesday for both sections. The calendar invitations includes
attachments and a Zoom link needed for the corresponding training session.
If a scheduled agent is not present by 9:30 AM, an email is sent to the DSM requesting a
status update on the non-attending agent.

Wednesday 9:15AM-5PM: Friday 9:15AM-5PM:
This section is for the agents who are not This section is for agents who are not
required to attend LL training because the licensed. The training is more guided and
agent is licensed. This training is more activities and role plays are directed toward

advanced than the Friday section and less experienced agents.
activities and role plays are tailored to
experienced sales agents.

After the agents return from lunch, they are enrolled in the Successful Selling event on

Axonify to verify their attendance and to assign post-training surveys. The surveys include
agent feedback and their opinions on the training experience.
The VP of L&D will review the attendance report and survey results and share them with the
agents’ RSMs.

The Successful Selling Facilitator will follow up with agents via phone calls to their
office one month after they complete the course.
This follow up call is to gain feedback and a brief description of their sales

performance and perspectives about the sales process.

They are also asked about which aspects of the Successful Selling course they have
implemented in their office, and if there is any additional assistance or guidance that
the Sales Facilitator can provide.