MAXIMIZING YOUR FIRST MONTH
NEW AGENT TRAINING
Get Started
WEEK 1
MEET THE SPOUSE
BUSINESS PLAN
TOP 25
5 FIELD TRAININGS
FLS
XCEL SOLUTIONS ENROLLED
PLAYBOOK
BIG EVENT
SPRINT AWARD
Schedule BOM, Lunch, Coffee, or FT
Intake form completed
$19.95
$200 - $250
$23.00
NEW ASSOCIATE
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ENTRY
TRAINEE: 30 %
CONTRACT
-PHP AGENT
-ENROLLED IN LICENSING CLASS
-ATTENDING ALL LOCAL CLASSES
WEEK 1
ASSOCIATE: 40% CONTRACT
-3 RECRUITS
-3 APPLICATIONS
-3,000 POINTS
WEEK 2
FIELD ASSOCIATE: 50% CONTRACT
-10 RECRUITS
-10 APPLICATIONS
-10,000 POINTS
WEEK 4
DIRECTOR: 60%
CONTRACT
-25 RECRUITS
-25 APPLICATIONS
-25,000 POINTS
TRAINEE: $450
FIRST MONTH LICENSED
ASSOCIATE: $1,500
FIRST MONTH LICENSED
FIELD ASSOCIATE: $3,750
FIRST MONTH LICENSED
DIRECTOR: $6,750
FIRST MONTH LICENSED
*Projected Income*
GREATNESS PATH
SIMPLE PAY BREAKDOWN:
YOU
SPEED + COACHABILITY + ALIGNMENT =
SUCCESS!!
$84 (monthly) x 12 (monthly) = $1,008
Points/Commissionable Premium
X 30% = 300
X 60% = 600
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The Power of Passive Income
SERVANT LEADERSHIP = PASSIVE INCOME
TRAINEE 30%
ASSOCIATE 40%
DIRECTOR 60%
MARKETING DIRECTOR + 100%
[40% Override]
[20% Override]
[10% Override]
$2,400
$1,200
$600
$1,800
6,000
1,200
1,800
600
2,400
EXAMPLE:
TRAINEE WRITES AN APPLICATION ON HIS UNCLE WHO PUTS AWAY $500 A MONTH TOWARDS FAMILY PROTECTION, COLLEGE SAVINGS, & LONG TERM SAVINGS.
500 X 12 (MONTHS) = $6,000
IN COMMISSIONABLE PREMIUM
OVERRIDE = FREEDOM
SCRIPT TO INVITE SOMEONE TO BOM
Hi ____, this is ____ (small talk)
The reason why I'm calling you is because I recently took a position with a company that I’m really excited about. I’m possibly making a career change and I want to get your opinion.
(What is it?) It’s in the financial services industry. I want you to see what I'm doing so in the future, you can give me referrals. I’m new so I can't explain much and I want you to hear it from an expert. You will be able to help me won't you?
What is a better time for you? Tuesday evening or Saturday morning?
Tuesday at 7pm or Saturday at 10am?
You then tell them the dress code and immediately put them into the Captains System→ a fillable form we use to keep track of guests and confirm them for a BOM (talk to Base Shop Coordinator for link)
SCRIPT FOR SETTING UP FIELD TRAINING
Hi ___, this is ___ (small talk)
I’m calling you to let you know that I recently started with a financial services firm called PHP Agency and I need your help. ( They will then usually ask you how they can help)
I'm in their training program that includes classroom training, getting my license, and ten hands on field training appointments. My goal is to get my ten training appointments done in the next week. I value your opinion and was hoping you (and your spouse, partner, etc) would help me out by being one of my training appointments. (wait for answer, they will usually say yes)
Great, thanks ! What's better for you, ____ or ____( give day and time)?
What is the field training about?
PHP is a financial services company. The presentation is about 30-45 minutes and I'll be stopping by with my trainer to tell you more about what we do for families. You don't have to buy anything but if you're impressed, I’m hoping maybe in the future you can send me some referrals. If nothing else I get my training out of the way. What's best for you, weekdays or weekends?
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