Learning Paths
New Agent
- Evolve
- Foundations
- Elevates
· Maximizing Trophy Club
· Office Efficiency-Elevate
· Utilizing ECRM To Write More Business-Elevate
· Compensation and Incentives
· Recruiting and Hiring
· Quote and onboarding checklist-Elevate
· Internet Lead Process-Elevate
Agent Foundational
- Evolve
- Foundations
- Elevates
· Maximizing Trophy Club
· Office Efficiency-Elevate
· Utilizing ECRM To Write More Business-Elevate
· Compensation and Incentives
· Recruiting and Hiring
· Quote and onboarding checklist-Elevate
· Internet Lead Process-Elevate
President’s Club Agent
- Complete Foundational Agent Development Plan
- Elevate
· Total Accountability
· Customer Care Job Duties
· Sales Team Job Duties
· The Five Things Whole Life Does - Foundations
- Evolve
· Buy Term Invest The Difference
· Top Marketing Strategies - Registered Rep Only
· Jackson Annuities Explained
· Financial Planning 101
· Small Business Retirement Plans
New Hire
- Basic Training
- Evolve
- Elevates
· Office Efficiency-Elevate
· Utilizing ECRM To Write More Business-Elevate
· Outside Marketing-Elevate
· Quote and onboarding checklist-Elevate
· Internet Lead Process-Elevate - Short Takes
· FORM
· Step One-Five
· Answering the phone
· Getting to GNC
· Asking For Reviews
· Asking For Referrals
Next: Continue to Customer Care Representative Plan or 100 Application Producer based Job Role
100 Application Producer
- New Hire Training Completed
- Elevates
· Outside Marketing Schedule
· Four Part Community Marketing Plan
· Generating Engagement Through Social Media
· Recruiting Top Talent
· Evolve Day 1 - Short Takes
· Step One Word Tracks
· Asking For Referrals
· Asking For Reviews - Financial Services-Reg
- Elevates
· Complete 100 App Producer Curriculum
· Buy Term Invest The Difference
· Jackson Annuities Explained
· Financial Planning 101
· Small Business Retirement Plans
Customer Care Representative
- New Hire Training Completed
- Elevate
· Customer Care Job Duties
· Customer Service WorkFlows
· 4R Service Recovery
· Evolve II Service
· Service to Life - Short Takes
· CCR To LIfe
Financial Services - Reg
- Complete 100 App Producer Curriculum
- Elevates
· Buy Term Invest The Difference
· Jackson Annuities Explained
· Financial Planning 101
· Small Business Retirement Plans
Marketing Asst
- Elevates
· Outside Marketing Schedule
· Four Part Community Marketing Plan
· Generating Engagement Through Social Media
· Recruiting Top Talent
· Evolve Day 1 - Short Takes
· Step One Word Tracks
· Asking For Referrals
· Asking For Reviews
Trophy Club
ELITE
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TCC Representative
Trophy Club Consulting
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