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Time Management

Time Management

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Time Management

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  1. Time Management TMK1536 0910 Agent training only. Not for sales use.

  2. Management Fast Start System Winning Game Plan TMK1536 0910 Agent training only. Not for sales use.

  3. Branch Manager - Weekly Schedule – No UMs Monday - Get Monday Right! 7:30 - 8:00 a.m. View and Print reports and pendingpolicy info8:00 - 11:00 a.m. Meet with Agents, discuss pending business, yesterday’s activity, plans for the day, etc, New Agent orientation, Agent Training 11:00 am – 5:00 pm Go to the field – Branch Manager trains agents 5:00 pm – 8:30 pm Sales Call Clinic - Don’t stop until the agent has made at least 25 dropoff/appointments (Sponsorship Activity Model) 6:00 pm – 8:30 pm Recruiting Call Clinic utilizing tools: DynamicIC, Constant Contact, Sigma Voice

  4. Branch Manager - Weekly Schedule – No UMs Tuesday 7:00 - 8:30 a.m. Recruiting Call Clinic utilizing tools: DynamicIC, Constant Contact, Sigma Voice View and Print reports and pendingpolicy info 8:30 - 9:30 a.m. Agent training 9:30 a.m. Go to the field – train agents while producing business 6 pm – 8:30 pm Recruiting Call Clinic utilizing tools: DynamicIC, Constant Contact, Sigma Voice

  5. Branch Manager - Weekly Schedule – No UMs Wednesday 7:00 - 8:30 a.m. Recruiting Call Clinic utilizing tools: DynamicIC, Constant Contact, Sigma Voice View and Print reports and pendingpolicy info 8:30 - 11 a.m. Agent training 11 a.m. – 2 p.m. Hiring Event at Noon w/Agents helping 2 p.m. – 6 p.m. Go to the field – train agents while producing business

  6. Branch Manager - Weekly Schedule – No UMs Thursday 8 a.m. View and Print reports and pendingpolicy info 8:30 - 9:30 a.m. Agent training 9:30 a.m. Go to the field – train agents while producing business

  7. Branch Manager - Weekly Schedule – No UMs Friday 8 a.m. View and Print reports and pendingpolicy info 8:30 - 9:30 a.m. Agent training 9:30 a.m. Go to the field – train agents while producing business

  8. Branch Manager - Weekly Schedule – No UMs Saturday 8 a.m. Monday Meeting Prep: Sponsorships, Sponsors, ADPs, Applications for that week for each agent to identify training opportunities 9:00 - 10:00 a.m. Branch Training — One Product Conduct product training on one product with the goal of introducing an idea that they can take to the field and sell that day. Leads can also be provided as an additional enticement but only if the Agents agree to work the lead that day! 10:00 a.m. Individual Call Clinic

  9. Winning Game Plan Unit Managers and Unit Managers in Training TMK1536 0910 Agent training only. Not for sales use.

  10. UM and UMIT Schedule Monday - Get Monday Right! 7:30 - 8:00 a.m. Meet with Branch Manager • Plan for Monday and Thursday sales meeting • Provide Friday recruiting confirmed appts 8:00 - 8:30 a.m. Meet and greet the sales force 8:30 - 9:15 a.m. Branch Sales Meeting

  11. UM and UMIT Schedule Monday - Get Monday Right! 9:30 - 11:30 a.m. New Agent Check In with UMIT/UM 11:30 a.m. Go Sell! UMs and UMITs go into the field with Agents to deliver Introductory Offers, execute the activity and marketing plan • GOAL: Get Mondays Right with early sales success to create momentum and start the week off with a win!

  12. UM and UMIT Schedule Tuesday 7:00 - 8:30 a.m. Set recruiting confirmations for Wednesday 8:30 - 11:30 a.m. Set phone appointments with Agents for Wednesday and Thursday. Don’t stop until 20 or more Introductory Offer appointments are set 11:30 a.m. Go to the field!

  13. UM and UMIT Schedule Wednesday - Worksite Wednesday 8:30 - 9:15 a.m. Teach Agents how to pull employers from Surveys and generate worksite activity 9:15 a.m. Go to the Field

  14. UM and UMIT Schedule Thursday 8:30 - 9:15 a.m. Branch Sales Meeting Invite this week’s top two management candidates (from Wednesday session) to the sales meeting 9:15 a.m. Go to the Field!

  15. UM and UMIT Schedule Friday - Finish Friday Strong! 8:30 - 11:30 a.m. Set phone appointments with Agents for Friday afternoon and Monday Oversee New Agent Prospecting Phone Clinic and Unit Manager Recruiting Phone Clinic Assigned UM Manages Phone Clinic Don’t stop until 20 or more Introductory Offer appointments are set 11:30 a.m. Go into the field with Agents, deliver policies and generate more sponsors to finish the week strong, with a sale • GOAL: Finish Friday Strong with sales success to end the week with a win!

  16. UM and UMIT Schedule Saturday 9:00 - 10:00 a.m. Branch Training — One Product Conduct product training on one product with the goal of introducing an idea that they can take to the field and sell that day. Leads can also be provided as an additional enticement but only if the Agents agree to work the lead that day! 10:00 a.m. Individual Prospecting & Recruiting Call Clinic

  17. What have you put on your To Do List? TMK1536 0910 Agent training only. Not for sales use.