Course curriculum

    1. Welcome to our Organization

    2. Programs & Communication

    3. Staying Connected and Celebrate Successes

    4. New Representative Training Structure

    5. Schrieber Organization Career Track

    6. Schrieber Organization Weekly Business Structure

    7. Tracking our Progress

    1. Welcome to Week 1

    2. Corporate Trainer Communication

    3. Intro to Phone Calls and Appointments

    4. Lead Types: Knowing your Clients

    5. AI APPOINTMENT SETTING TRAINING PROGRAM

    6. Referral/Sponsorships

    7. Hard Card- Union/Association

    8. Will Kit

    9. Discount Card / AIL Plus

    10. Child Safe

    11. Globe Lead (New Inquiry)

    12. Globe Lapse

    13. POS (Policy Owner Service)

    14. POS II (Policy Owner Service)

    15. Common Objections

    16. Phone Structure and Tips

    1. The BEST Presentation in the WORLD!!!

    2. Intro to the Presentation

    3. Mastering the Presentation

    4. The Master Presentation

    5. Introduction- Review

    6. Accidental Death & Dismemberment & Mastering ReferralsM- Review

    7. Child Safe Kit- Review

    8. AIL Plus- Review

    9. New Family Information Guide and Will Kit- Review

    10. Transition To Permanent Benefits- Review

    11. Hour Power- Review

    12. Funeral & Final Expenses- Review

    13. INCOME PROTECTION – Paycheck continuation- Review

    14. Mortgage Protection- Review

    15. Child Education / Child Rider- Review

    16. Close- Review

    17. Presentation Capstone

    1. Preparing for Appointments

    2. Building Rapport Basics

    3. The Art of Building Rapport

    4. The Art of Building Rapport_PPT

    5. Learning About Clients

    6. The Art of Open-Ended Questions

    1. The Logic of Pre-Paid Benefits

    2. Building Your Business Through Sponsors

    3. Pre-Paid Benefit Downloads

    4. Accidental Death and Dismemberment

    5. Child Safe Kit

    6. AIL Plus - Discount Card

    7. Family Information Guide

    8. Living Will Kit

    1. Introduction to the EAPP and Needs Analysis

    2. IMPORTANT INFORMATION- EAPP

    3. Starting the EAPP Program

    4. Understanding the Needs Analysis

    5. Navigating the Offer Page

    6. Senior Needs Analysis

    7. Session 4 Review

About this course

  • Free
  • 75 lessons
  • 2.5 hours of video content

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