Stage 5
Training and Set Up
Congratulations on getting through all the steps! This is the last stage before you start selling! This stage is to help you focus on being successful in the industry. Start working on creating new habits and getting rid of old ones.
Pass Release Presentation. Your manager will let you know if you need to schedule another release presentation or if you’re ready to sell. Don’t be discouraged. Most people don’t pass the first time. There’s always room for improvement.
Obtain a notebook. You will be learning new things along the entire journey of selling life insurance. Get a notebook to take all your notes and refer back to it.
Save and study underwriting guides. Study these websites. They have all the information you need to be successful in your first few weeks. You can find resources at the following websites:
http://fexuw.com
https://winnerscircle.help/
https://winnerscircle.help/downloads
https://skypointresource.com/Meet with manager. Set expectations with your manager for the next 14/30/60/90 days. Your manager will need to sign off on your fast track checklist. You can find fast track checklists here or copy and paste this link: https://drive.google.com/drive/folders/1O6U4B0E6K7EpxIvHlMVBy_5nKVV2zowc?usp=drive_link
Set up CRM. We are currently using Mavro or Arbol which will replace all the systems including the CRM, Telegram, etc and all other apps and websites. Train with your manager directly on this.
Buy leads. Your lead spend will depend on which leads you want to run with the first 30 days. We suggest working on one for the first few weeks before working on a different type of lead. All leads suck. You just need to learn how to work them.
Dial. We highly suggest starting with dialing. If you start with the easiest lead type, it will only be an uphill battle.
You are now ready to start selling! Make sure your manager signs off on all of your training and expectations and you are set!
Daily habits that will help you succeed in the industry
Stick to your schedule. This sounds easy, but this is probably one of the hardest things to stick to when first starting especially when you’re learning all new lingo, software, etiquette, and skills. Even if your schedule feels all over the place, stick to it for at least 2 weeks before changing it up. When you start having more free time, you will naturally feel like you want to relax. If you want to be successful, push through that feeling and start working.
Wake up and be early. If you have states in the east coast, this is the best time to start working them. If you don’t, this is the best time to plan your day and week, reset your work space, get a workout in, meditate, or study your script or underwriting guides. Whatever you do, start building a new habit early in the morning. Show up early and ready.
Select a personal development book and read at least 5 pages of that book everyday until you’ve completed it, then, find another and start over. Sometimes the information in these books will help you realize something in your skillset you need to work on and hit you harder than your trainer could. If you feel that pull, go with it. If you feel bored, finish the book and find another. Stop trying to skip steps!
Move and fuel. Get some type of movement whether it’s walking to 15 minutes a day, getting a full workout in, or even sauna. Move your body. This work won’t be easy and isn’t always fun. Move your body to reset your emotions, clear your mind, and get a win for the day.
Remove obstacles and say daily affirmations. Stop making excuses on why you can’t pick up the phone today and just do it. Showing up is the first step and sometimes your own mind is what’s stopping you. Remove any obstacles that’s stopping you from being successful whether you stop smoking, drinking, binge eating, or self-sabatoging, recognize what’s stopping you and remove it.
Get ready every day. Show up presentable everyday. It’s not required, but it is expected that you show up on zoom with cameras on every day and unmuted once you get someone on the phone. Show up presentable because even if the client can’t see you, they can feel when you’re unprepared. You are the one directing the call. You are the professional. Act like it.
Contact your mentor every day. If we don’t hear from you, we will assume you are not interested in working. Be in contact everyday. Let your mentor know your wins and some pain points from the day.
Get rid of your scarcity mindset. No negativity allowed. Stop worrying about other people’s situations. Focus on watering your own grass. Everyone starts off somewhere.
Post wins daily. Whether they’re your wins or a teammate’s, post everyday. This will help build interest in the business and build your confidence in sharing the opportunity.
Practice your script. Look at your script. Even if you feel like you have it memorized, not every conversation is a lay down or predictable. Be ready always.
Expectations of you
Show up presentable and early
No negativity, no scarcity mindset. Focus on watering your own grass.
Communicate daily, ask questions or let your manager know your stance
Do what your manager says even if it may not work for you. Your manager has been doing this much longer than you. It’s worth a try, reset and adjust as needed.
Take ownership of your work. This is your business and your legacy.
Know your numbers (number of dials, lead spend, return on ad spend, etc)
Have hard conversations. If you feel like your manager is not upholding their end of the deal, tell them. If they feel like you’re not upholding yours, accept the feedback.
Be proactive.
Expectations of us
Weekly 1-on-1 meeting Wednesdays (scheduled)
Get your questions answered
Hold you accountable to your own schedule
Hold you accountable to your activity numbers
Hold you accountable to production numbers
Hold you accountable to your goals
Practice script/objections (scheduled)
Help with leads
Help with presenting
Protect our time; won’t waste yours- won’t waste ours