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The SEAL Team Fast Track To Success

The SEAL Team Fast Track To Success. Premier Financial Alliance.

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The SEAL Team Fast Track To Success

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  1. The SEAL TeamFast TrackTo Success Premier Financial Alliance This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.

  2. Fast Track Outline • New Recruit Flow Chart • Our system - how do we find clients? • Why and how to get promoted? • Important things to do ASAP You are here to build a business. We want you to make money ASAP. The next 30 days is the MOST IMPORTANT 30 days in your career!

  3. 3 training sales – JUST SET THE APPOINTMENT CFT 3 training sales YOU (New Recruit)

  4. Terminology • Recruit: a person who joins PFA • Training Sale: a life insurance or annuity sale closed by a Certified Field Trainer (CFT) with the presence of the recruit to observe the sales process. • Field Trained Recruit (FTR): a recruit who has successfully finished minimum 3 training sales totaling 9,000 annual target premium (ATP) points with his/her CFT. • Licensed Field Trained Recruit (LFTR) – a licensed FTR. • Certified Field Trainer (CFT) – a LFTR who has minimum 3 personal FTRs and closed minimum 5 supervised personal sales. • Supervised Personal Sale – A life insurance or annuity sale closed by a LFTR with the presence and supervision of a CFT

  5. 5 Supervised SalesYOU do the presentation together with a Certified Field Trainer CFT Knowledge & Confidence & Field-Training YOU (LFTR)

  6. How to Get Promoted

  7. Quantum Growth Promotion Guideline

  8. New Recruit Flow Chart New Recruit Attend Fast Start Finish Your Training Sales 3/3/30 to 45% or 5/5/30 to 55% or 3 Training Sales totaling minimum 9,000 ATP FTR LFTR, get $750 reimbursed from CFT if joined as non-licensed new recruit & stay unlicensed after 3 training sales LFTR Recruit & Refer CFT Recruit & Train

  9. Important Things to Do ASAP

  10. Important Things to Do ASAP • Register for the mandatory training and start your licensing process ASAP • Study the Virginia Life Insurance Book • Criminal Background check - $15 • Pass your Life Insurance Exam - $58 • Get $750 reimbursement from Trainer • Purchase E&O Insurance • Get appointed with the provider companies * Cost varies from state to state. Some states have no pre-licensing requirements. Visit www.examsimulator.com for different states ** An associate is considered trained & certified when minimum 3 personal recruits and 3 training sales with the trainer are completed

  11. Important Things to Do ASAP • Purchase the 1-on-1 Financial Opportunity Seminar flip chart, the P2P Manual, and the Tax Free Retirement book, ASAP. TFR Book P2P Manual 1-on-1 Flip Chart

  12. Important Things to Do ASAP 3) Attend all in-class training meetings and always be early • Wed nights @ 7:00PM* • Saturday mornings @ 9:30AM* * Schedule is different from team to team. Please check with your Director

  13. Important Things to Do ASAP 4) Setup a product training with your CFT ASAP and become a client 5) Get trained and become a LFTR ASAP * • Finish 3 training sales (minimum 9,000 points) with a CFT * Every PFA associate must be field-trained. This is the minimum requirement to become successful.

  14. Important Things to Do ASAP 7) Complete the Prospect List • Create a list of at least 25 names and phone numbers of the people you know and acquaint with. • Target quality prospects – mature, stable job, married, unsatisfied, and ambitious. • Qualify people, but don’t prejudge them. • Avoid the scenario of disaster • Make a copy of the prospect list and give it to your direct QFD (Qualified Field Director) immediately after fast track

  15. Important Things to Do ASAP 8) Begin inviting quality people the next Financial Opportunity Seminar (FOS) immediately • Warm market – Run the Play using the 1-on-1 flip chart or Use the Opinion Approach • Acquaintance – Run the Play or Direct Approach • Cold market – Family, Occupation, Recreation, Message. (FORM), then present the opportunity (Sandwich Method Approach). Run the Play after rapport is built • Master running the Play using the 1-on-1 flip chart • Use the TFR book for high net-worth clients only

  16. Convention

  17. In Summary Summary – Next Steps • Come to the meetings • Invite people to the meetings • Setup appointments with potential clients • Get Licensed • Attend the Convention

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