Learn:
Three days of instructor led sessions with two hours of content daily. Expand on the concepts taught in Evolve and provide your team with additional knowledge and processes.
Evolve II Sales: Learn and practice advanced life concepts
- Effectively schedule and conduct policy reviews to uncover assets and meet additional customer needs
- Practice obtaining and closing referrals
- Implement a daily agenda that allows for increased production, system adherence, and efficiency
Evolve II Service: Take a deep dive into the 4R Customer Care Process
- Gain the skills to turn service transactions into financial services production
- Increase office efficiencies and learn effective BOD management