tmk1536 0610agent training only. not for sales use. agent orientation luke gilliam vice president...
TRANSCRIPT
TMK1536 0610 Agent training only. Not for sales use.
Agent Orientation
Luke GilliamVice President
TMK1536 0610 Agent training only. Not for sales use.
TMK1536 0610 Agent training only. Not for sales use.TMK1446 0410
New Agent Package
Agent training only. Not for sales use.
TMK1536 0610 Agent training only. Not for sales use.
New Agent Package
TMK1536 0610 Agent training only. Not for sales use.
Give the New Agent Package to new Agents on their first day and walk through it with them:
Review online training scheduleRegister for tmkweb.com email accountLog on to www.libnat.com
• Download Proposal System• Download 2010 E-app/Laptop Presentation• Download Worksite and Med Supp Laptops
Training: Available Tools
TMK1536 0610 Agent training only. Not for sales use.
Agent Number activated 24 hours after welcome email received by Branch Manager
Day 1: Register for email address through TMKOnline
Day 2: Email address activated
Day 3: Brainshark account activated
Timeline
TMK1536 0610 Agent training only. Not for sales use.TMK1446 0410
Website
Agent training only. Not for sales use.
TMK1536 0610 Agent training only. Not for sales use.
New Agent PackageAgent’s Instruction GuideGuide to Growth
Key Documents
TMK1536 0610 Agent training only. Not for sales use.TMK1446 0410
Brainshark
Agent training only. Not for sales use.
TMK1536 0610 Agent training only. Not for sales use.
Bookmark this address:www.brainshark.com/torchmarkcorp
Training: Available Tools
TMK1536 0610 Agent training only. Not for sales use.
Common Questions:
First 5 letters of last name+ Last four digits of SS# User Name
Click ‘Forgot Password’
Training: Available Tools
TMK1536 0610 Agent training only. Not for sales use.
Late List
TMK1536 0610 Agent training only. Not for sales use.
Cut off for completions is midnight Wednesday
Emails are sent to Branch Managers and Directors Thursday night
Incomplete courses show up ‘Due’ the first week and ‘Late’ the second and subsequent weeks
Late List Timeline
TMK1536 0610 Agent training only. Not for sales use.TMK1446 0410
Top Reasons for Terminations
Agent training only. Not for sales use.
TMK1536 0610 Agent training only. Not for sales use.
1. Violation of signature rules2. Taking cash from a customer3. Submitting an application on
themselves or a person related by blood or marriage
4. Forging or falsifying an application5. Failure to delivery policy6. Frequently replacing customer’s
existing polices7. Failure to meet minimum standards
Top Reasons for Terminations
TMK1536 0610 Agent training only. Not for sales use.
Promoting Agents ToUnit Manager
TMK1536 0610
TMK1536 0610 Agent training only. Not for sales use.
What’s in it for you?
Promoting Agents to Unit Manager
TMK1536 0610 Agent training only. Not for sales use.
On libnat.com Agent Services
Promote Promotion Guidelines
TMK1536 0610 Agent training only. Not for sales use.
Posters should be posted in your Branch
Promote Promotion Guidelines
TMK1536 0610 Agent training only. Not for sales use.
Promoting Agents ToUnit Manager
The Liberty System
TMK1536 0610
TMK1536 0610 Agent training only. Not for sales use.
Human Resources distributes a “Notice of Positions” on Wednesday afternoon.
This is a list of all available Unit Manager openings.
The Notice of Positions must be posted in the Branch Office.
LNL Unit Manager Bid Posting Process
TMK1536 0610 Agent training only. Not for sales use.
Notice of Positions
TMK1536 0610 Agent training only. Not for sales use.
An opening must be posted on the Notice of Positions to run one week before an Agent can bid.
LNL Unit Manager Bid Posting Process
TMK1536 0610 Agent training only. Not for sales use.
Deadline for posting new Unit Manager opening is 10 a.m. Wednesday
LNL Unit Manager Bid Posting Process
TMK1536 0610 Agent training only. Not for sales use.
Email or fax Human Resources a request to post an opening for a Unit Manager position for your Branch.
Shannon Maddox, [email protected]
Fax Human Resources 205-325-2908 ATTN: Shannon Maddox
LNL Unit Manager Bid Posting Process
TMK1536 0610 Agent training only. Not for sales use.
An Agent may request to bid on a posted Unit Manager opening by completing a Request for Assignment to Unit Manger form. Download this form from Agent Services, Online Forms.
LNL Unit Manager Request Process
TMK1536 0610 Agent training only. Not for sales use.
Request for Assignment to Unit Manager
TMK1536 0610 Agent training only. Not for sales use.
The completed Request For Assignment to Unit Manager Form must be received by 10 a.m. on Wednesday the week after the opening has been posted.
LNL Unit Manager Request Process
TMK1536 0610 Agent training only. Not for sales use.
Email or fax Human Resources all bids
Shannon Maddox, [email protected]
Fax Human Resources 205-325-2908 ATTN: Shannon Maddox
LNL Unit Manager Request Process
TMK1536 0610 Agent training only. Not for sales use.
Applicants must qualify based on:• Production• DCN/Persistency• Completion of Brainshark Training
The Home Office makes the final decision based on the most qualified candidate for the job Human Resources notifies the Branch Manager of the approval
LNL Unit Manager Requests Process
TMK1536 0610 Agent training only. Not for sales use.
Once approved, the Branch will be advised to submit a completed Transfer Memo to [email protected]
LNL Unit Manager Requests Process
TMK1536 0610 Agent training only. Not for sales use.
PromotingUnit Managers to Branch Managers
TMK1536 0610
TMK1536 0610 Agent training only. Not for sales use.
What’s in it for you?
Promoting Unit Managers
TMK1536 0610 Agent training only. Not for sales use.
Promoting Unit Managers
TMK1536 0610 Agent training only. Not for sales use.
What’s in it for you?$18,000$30,000$60,000
Promoting Unit Managers
TMK1536 0610 Agent training only. Not for sales use.
Leadership Development BoardThe Leadership Development Board is the most important category of recognition Liberty National offers to its Branch Managers. It recognizes those who best promote Unit Managers to Branch Manager positions of their own.
Promoting Unit Managers
TMK1536 0610 Agent training only. Not for sales use.
Leadership Development BoardThose selected for “The Board” will be invited to join senior Company management for a round of business discussions to share their ideas on how they developed these new leaders, and how we might continue this process and grow this attitude within our Company.
A spectacular getaway will be arranged for the members of “The Board.”
Promoting Unit Managers
TMK1536 0610 Agent training only. Not for sales use.
Leadership Development BoardSept. 2010 – Flathead Lake Lodge in Montana
Promoting Unit Managers