The following items will be needed for Field Day:

•  Cell Phone

•  Laptop or iPad with internet service

•  Laminated Copy of Your Life Insurance License or saved on device to present.

•  Bluetooth / Wireless Mouse with Mouse Pad

•  Car Charger for all devices

•  Clipboard

•  Pen

• Appointment Schedule Form filled out from previous Dial Day

 

 

Instructions for Trainers & Trainees:

• The Trainer will use the Top 25 Presentation to breakdown what we do and what we have to offer.

• After the Presentation is done, the trainer will ask the prospects some questions, gather some referrals from the prospects and get their information to potentially help them with what they need in regards to Life Insurance or Retirement. A second appointment will be scheduled.

• In the second appointment, the trainer will discuss the prospect's options with them based on the intake from the previous appointment. 

• For the first 7 presentations, the trainer will conduct the presentation in the home while the new agent observes and takes notes.

• After the first 7 Presentations, the new agent will now conduct the presentation while the trainer observes their performance and helps when needed.

• When a sale is being made, the trainer and the trainee will split commissions in the application 50%/50% UNLESS otherwise specified.

 

DO’S & DONT’S of Field Training

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DO’S

• Trainee drives trainer to the appointment.

• Arrive 15 minutes early.

• Trainee edifies the Field Trainer.

• Allow trainer to talk to client for five to ten minutes before edifyoing.

• Trainee arranges seating positions. (If the client tries to sit on the couch, it’s the trainee’s responsibility to direct the appointment to the kitchen table.)

• During the appointment, trainee talks to client about different subjects.

• Trainee and trainer leave together.

• Both trainee and trainer need to be dressed in appropriate business attire.

• Give business card and marketing material to client before you leave.

 

DONT’S

• Trainee does not enter house until trainer gets there, even if it’s family.

• No smoking or chewing gum.

• No heavy cologne or perfume.

• No sloppy attire.

• No cameras or tape recorders.

• Trainee does not interrupt the trainer.

• Do not leave your notes at the client’s house.

• Do not stay behind when trainer leaves. Leave at the same time.

• No celebrating until out of sight.

 

DO’S & DONT’S of Virtual Presentations

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DO’S

• Set up zoom account.

• Make sure all parties have the zoom link (Trainer, trainee, and Prospect)

• The trainee is IT support to make sure prospect is ready for the trainer.

• Instruct prospect to be in a quiet place with no distractions or background noises. (i.e. No driving)

• Edify the trainer in advance.

• Dress business professional.

• Make trainer aware of any tips about who they are speaking to.

• It is the trainee’s responsibility to have all producer IDs available and appointed to ALL carriers.

• Post the activity on the group chat to give credit to yourself as a trainee as well as honoring the time the trainer took to conduct the meeting.

• Keep a log of all the virtual presentations so you can maintain a proper follow up and track progress.

• Keep the prospect engaged with questions that allow them to participate throughout the presentation.

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DONT’S

• Present when someone is distracted, driving or with background noise.

• Trainees must NOT ask questions during the field training. Save that for debrief session.

• Trainee SHOULD NOT be the distraction.

• Don’t have unprofessional background images as a trainee or trainer. Make sure it is neutral and proper.

• As a trainer, trainee, and Prospect, do not hide video.

• Reschedule or delay an appointment for a trainee and their prospect.

• Don’t end the meeting without a follow up or next step.

• Don’t lose patience or poise with the prospect or trainee.​