PHASE 3 : MENTORING

SP RTANS

TAN DYNASTY

Rookie Mentoring Program

Phase 3

PROUD TO BE

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SP RTANS

TAN DYNASTY

What we do

MISSION

A valued servant life changing leader setting the highest standards of ethics, knowledge, service and productivity.

VISION

We are developed and inspired

financial professionals partnering in the service to the community with great passion to serve.

MANIFESTO

I WILL WAKE UP EVERYDAY AND WORK HARD.

I WILL NOT WORK HARDER THAN THE PERSON NEXT TO ME,

I WILL WORK HARDER THAN THE PERSON I WAS YESTERDAY.

I WILL NEVER GIVE UP,

I DESERVE THE REWARDS OF THE WORK I PUT IN.

I WILL MAKE THINGS HAPPEN,

I WILL EXPECT MUCH FROM MYSELF.

I WILL CREATE MY FUTURE,

I WILL MAKE A GOAL

I WILL WORK FOR IT, I WILL ACHIEVE IT,

I WILL DO IT FOR MY LOVED ONES,

I WILL DO IT FOR MYSELF,

I WILL DO IT.

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

expectations

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ATTEND UNIT & BRANCH HUDDLES

CONTINUOUS

LEARNING

Manager giving presentation 3D Illustration

BE ACTIVE & CONTRIBUTE

IN OUR GROUP CHAT COMMUNITY

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

preparation

STOP

stop

procrastination

minimize

unproductive activities

avoid

negativity

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

preparation

ready

prepare

tools of the trade

arrange

your schedules

PROFESSIONAL

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

preparation

start

DO daily

prospecting

set appointments REGULARY

do joint field work

with manager

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

WEEKLY PRESCIPTION

Dr. S. W. aCT

at least TEN (10)

PROSPECTS PER WEEK

At least five (5)

FACE TO FACE MEETING

At least THREE (3)

JOINT MEETING WITH MANAGER (JFW)

At least ONE (1)

CLOSED BUSINESS

SUBMIT DAILY ACTIVITY

REPORT EVERY 5PM

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

REGULAR CHECK-UP

MEET WITH

Dr. S. W. aCT

DIAGNOSE

ADVISOR

adjust

prescription

Dr. S. W. ACT

CLEARANCE

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

PROSPECTING

FRIENDS

colleagues

FAMILY

organizations

relatives

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

Script

Introduction:

Agent: "Good [morning/afternoon], my name is [Agent's Name] from [Insurance Company Name]. How are you today?"

Prospect: "[Response]"

Agent: "I'm glad to hear that. The reason for my call is that we're reaching out to individuals in your area to offer a free consultation regarding life insurance. This consultation can help you understand the best options available to protect your family's future. It will only take about 15 minutes of your time. Does that sound good to you?"

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

Script

Handling Objections

Objection 1: "I'm not interested."

Agent: "I understand that life insurance may not be a priority right now. However, this consultation is completely free and no obligation. It's a great opportunity to get professional advice and answers to any questions you might have about securing your family's future. Would 15 minutes work for you?"

Objection 2: "I already have life insurance."

Agent: "That's great to hear! Many of our clients already have policies in place, but they find our consultations helpful to ensure they're getting the best coverage for their needs. It never hurts to get a second opinion, and sometimes, we can find ways to improve or complement your existing coverage. Can we schedule a quick appointment to review your options?"

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

Script

Objection 3: "I don't have time."

Agent: "I completely understand that you're busy. That's why we offer flexible scheduling, including evenings and weekends. We can make it as convenient as possible for you. How about we find a time that fits best with your schedule?"

Objection 4: "I need to think about it."

Agent: "I appreciate that you want to take your time to consider this. What I can do is schedule an appointment for a later date that gives you ample time to think it over. In the meantime, I'll send you some information that you can review. How does that sound?"

Objection 5: "I'm not the decision-maker."

Agent: "I understand. It's important for all decision-makers to be involved. How about we set up a time when everyone can join the call? That way, we can address any questions or concerns together. When would be a convenient time for everyone?"

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

Script

Closing:

Agent: "Thank you for considering this important decision. Your family's future is worth the time. Can we confirm a date and time for your consultation? I promise it will be informative and worth your while."

Prospect: "[Agrees to appointment]"

Agent: "Great! I have you down for [date and time]. I'll send you a confirmation email with all the details. If you have any questions before then, please feel free to contact me. Thank you for your time, and I look forward to speaking with you soon!"

Follow-Up:

Agent: "Thank you again for scheduling the appointment. Please be on the lookout for an email from me with all the details. Have a wonderful day!"

End of Call:

Agent: "Goodbye!"

Phase 3 : 90 day Rookie Mentoring Program

SP RTANS

TAN DYNASTY

AXA UNIVERSITY

AXA BASIC COURSE