SOPHOMORE HIGH (MAKATI)

PROGRAM OBJECTIVES

• Train and equip sophomore agents to sell bigger case sizes

• Focus on income as a result of increased volume

• Show career path and leadership opportunities

• Increase client base, improve servicing and retention of clients

TARGET AUDIENCE

• Sophomore agents coded from January to March 2017

PROGRAM DURATION

• 3 months

PROGRAM OUTLINE

• Month 1 (May 2018): High Productivity, High Income

                                             - Understanding high net worth clients
                                             - Understanding high net worth products 
                                             - Understanding your income potential

• Month 2 (June 2018): High Leadership, High Service

                                             - Reviewing leadership essentials
                                             - Growing your client base

• Month 3 (July 2018): Flying High

                                            - Understanding the path to MDRT
                                            - Understanding the path to management