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MANAGEMENT ORIENTATION SCHOOL
DAY 8
TODAY’S AGENDA
 Participant's recognition
 NALP and agent’s fast start
 Training value proposition
 How to run the skill building
 Hard work pays- creating a vision
 100 days action planning
 Feedback and close
PARTICIPANTS RECOGNITION
NALP AND CANDIDATE GOAL SETTING
NAPL AND CANDIDATE FAST START
Purpose: to understand the importance and process
of new candidate launch
Process: Identify the activities and task required to
be undertaken during NALP and its benefits for
ADM
Payoff: Planned launch leading agents to success in
their role.
IMPORTANCE OF NAPL
LIMRA Study: candidate survival statistics candidate
in their first 90 day:
o 0-8 cases- 4%
o 9-15 cases-27%
o 16-21 cases- 60%
o 22-30 cases- 85%
o 31+ cases- 94%
NAPL STAKEHOLDERS
 The candidate
 The ADM
 The TM
 The AP
 The office head
 The company
NAPL BENEFITS TO STAKEHOLDERS
 The candidate: Well defined action plan for higher
earnings
 The ADM: Candidates ready to act with set goals
 The TM: Higher New agency productivity
 The AP: candidates and ADMs aligned to team
goals
 The office head: All AP Teams aligned to office
goals
 The company: Higher per capita productivity and
flawless process execution
NAPL-ADM ACTIVITIES AND ITS BENEFIT
 Candidate goal setting:
1. Higher new candidate productivity (NAP)
2. Higher ADM GAP
3. Higher candidate retention
4. Higher ADM earnings
 Explaining usage of AG sets:
1. Access candidate’s future business potential
2. Design future business developmental plan
3. Track candidate FYC and goals
4. Costumer's market segmentation
NAPL-ADM ACTIVITIES AND ITS BENEFIT
Explaining the use of while books:
 Building candidate work habits from day one
 Systematic and well organized candidate
 Keeping track of candidate daily activity
NAPL-DAY WISE AGENDA
NAPL-DAY WISE AGENDA
Day Time Activity Owner
Day 8 of NALP 3 to 4 hours
Gorudakshina day/Big
day:
Participate-
OH/TM/AP/ADM/Candidate
with their family members
Step 1- great with mauli/
Tika
Step 2- OH to open the
session, with his past
experience in his industry.
Step 3- OH to ask their
experience of last 7 days.
Step 4- candidate to share
their experience & the
number of polices they have
picked up.
Step 5- OH to take the
commitments from the
candidate for the month end
business & launch the R&Rs
like jaldi 5/ early 7/ ten- dul
kar trophy.
Step 6- ADM to do the
input-output mapping
Office Head & TM
CANDIDATE TRAINING VALUE PROPOSITION
PURPOSE, PROCESS, PAYOFF
Purpose: State the candidate value proposition and
training opportunities for an candidate advisor
Process: Identify the various training and development
platforms available to mission India consultancy
candidate advisor
Payoff: Build conviction in sharing the value proposition
with a prospection to ensure ‘pull’ for the prospect.
CANDIDATE GLIDE PATH
PRE-LICENSING TRAINING AND FCS
Sales process and
product training
IC 33 training
IC 33 training IC 33 training
Exam
FCS CURRICULUM
CANDIDATE DEVELOPMENT AND ITS IMPACT
Candidate Vintage Business Vector Behavior
CANDIDATE DEVELOPMENT JOURNEY: M1-
M24
6 Months 6 Months 12 Months
M1 M6 M7 M12 M13 M24
BCS – 24 session 4
session/ month clinic
Product refresher
ICS– 24 session 4
session/ month clinic
Product refresher
ACS– 24 session 4
session/ month clinic
Product refresher
•Regular footfall
•Product diversification
•Independent career
candidates
•Consistent performance
SalesTraining
MO-M12
M12-M24
Mantra: Continuity of rhythm and engagement
M13 Career sessions -4 sessions month M24
Training interventions Behavior outcome
•ACS (M13-M24)
•Long term career
•Building selling skills
•Increasing activity level
•compensation
•MTD case active
•Proactive
•Product
•diversification
OTHER CANDIDATE – M25 AND ABOVE
Clinic
 Approach (Telephone)
 Fact Finder
 Referral
 Objection Handling
Training interventions Behavior outcome
•Product Training
•Clinics
•Teasing activates
level
•Regular look tall
•MTD case active
•Product
diversification
OTHER PROGRAMS
 Journey 2 Excellence (J2E)
 HNI portfolio management
 CLISP (Level 5,6 & 7)*
 NRI Selling skill workshop
 Business Insurance
* Subject to star Achiever Club qualification
HOW TO RUN THE SKILL BUILDERS
PURPOSE, PROCESS, PAYOFF
Purpose: To understand the importance of morning skill
builders for candidate advisors
Process: To identify the importance steps of conducting
morning skill builders for candidate advisors, effectively
Payoff: To build candidate’s knowledge and skill by
conducting morning skill building effectively
THE OPEN SECRETS OF SUCCESS !!!
Nothing succeeds Like success !
PURPOSE, PROCESS, PAYOFF
Purpose: To understand the attributes of successful jobs
given people
Process: By identifying the necessary steps to successes
and impact career growth
Payoff: To build a long term successful career in jobs
given.
WHAT DOSE IT TAKE TO BUILD A CAREER?
Career
WHAT OPTION DO YOU HAVE?
CAREER OPTION: PROFESSION
WHY DID YOU JOIN SALES?
CAREER OPTION: INDUSTRY
Jobs
CAREER OPTION: COMPANY
Brand name & value
Compensation &
lifestyle
Growth & respect Learning & Development
MISSION INDIA
CONSULTANCY
HAVE YOU SUCCEEDED
success
Industry
Profession
Company
TWO OPTION…
Suck @
sales
Succeed
@ sales
A SUCCESSFUL ADM
CASE: 1-2-3
The case of the three ADMs
MEET YOUR ADMS
Smarty
•Intelligent
•Short cuts
•Big sales
focus
Hardy
•Regular
•Daily habits
•Follows
each case
Lucky
•Irregular
•Not planned
•Reactive
WHO WILL BE SUCCESSFUL?
Smarty Hardy Lucky
CASE: PAPA KEHTE HAIN…
My son is in mission India consultancy
COMPARATIVE CAREERS
Doctor Engineer MIC ADM
NOTHING SUCCEEDS LIKE HARD WORK!
But what about luck!!!
WHERE WOULD YOU PLACE LUCK?
Circle of
Concern
Luck! Circle of
control
HARD WORK BRINGS LUCK!!!
Even god only helps those who help themselves.
SELF MISSION AND ACTION PLANNING
PURPOSE, PROCESS, PAYOFF
Purpose: TO identify the self mission and conduct
business planning for next 100 days
Process: To identify and plan the critical action steps to
achieve the sales planning
Payoff: To achieve self mission by surpassing the planned
sales objective through effective and time bound actions
ACTION PLANNING
Planning without Action is futile, Action without planning is fatal.
I am dedicating my first 100 days to -
MY MISSION FOR 2013-14
MY GOAL FOR 2013-14 -
PARTIULAR MY TARGET
QUALITY RECRUITMENT
Adj. MFYP
INCENTIVE
GPA
MY COMMITMENT TO YOU BECAUSE I LOVE
YOU
_________________________,
__________________________________________
_____
__________________________________________
_____
__________________________________________
_____
__________________________________________
_____
__________________________________________
_____
__________________________________________
_____
__________________________________________
MY GOAL
MY PRODUCTION GOAL FOR THIS YEAR
GOAL of
the year
Challenges
expected
Helping
hands
Benefit
Variable learning goal
MFYP Goal
Quality recruitment Goal
GPA
FIRST 30 DAYS ACTION PLAN
Target-
Recruitment
Month
Total
New Names
New Nom./ COI
meetings
Career Seminar
NAT
URN
Contracting
Week
1
Week
2
Week
3
Week
4
Week
5
Target-
Production
Month Total
Ref Leads
New Sales
call
Week
1
Week
2
Week
3
Week
4
Week
5
31-60 DAYS ACTION PLAN
Target-
Recruitment
Month Total
New Names
New Nom./ COI
meetings
Career
Seminar
NAT
URN
Contracting
Week
1
Week
2
Week
3
Week
4
Week
5
Target-
Production
Month Total
Ref Leads
New Sales
Week
1
Week
2
Week
3
Week
4
Week
5
61-100 DAYS ACTION PLAN
Target-
Recruitment
Month
Total
New Names
New Nom./ COI
meetings
Career Seminar
NAT
URN
Contracting
Week
1
Week
2
Week
3
Week
4
Week
5
Target-
Production
Month Total
Ref Leads
New Sales
call
Week
1
Week
2
Week
3
Week
4
Week
5
FEEDBACK AND SELF NOMINATION
Thank you

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MANAGEMENT ORIENTATION SCHOOL DAY 8 AGENDA

  • 2. TODAY’S AGENDA  Participant's recognition  NALP and agent’s fast start  Training value proposition  How to run the skill building  Hard work pays- creating a vision  100 days action planning  Feedback and close
  • 4. NALP AND CANDIDATE GOAL SETTING
  • 5. NAPL AND CANDIDATE FAST START Purpose: to understand the importance and process of new candidate launch Process: Identify the activities and task required to be undertaken during NALP and its benefits for ADM Payoff: Planned launch leading agents to success in their role.
  • 6. IMPORTANCE OF NAPL LIMRA Study: candidate survival statistics candidate in their first 90 day: o 0-8 cases- 4% o 9-15 cases-27% o 16-21 cases- 60% o 22-30 cases- 85% o 31+ cases- 94%
  • 7. NAPL STAKEHOLDERS  The candidate  The ADM  The TM  The AP  The office head  The company
  • 8. NAPL BENEFITS TO STAKEHOLDERS  The candidate: Well defined action plan for higher earnings  The ADM: Candidates ready to act with set goals  The TM: Higher New agency productivity  The AP: candidates and ADMs aligned to team goals  The office head: All AP Teams aligned to office goals  The company: Higher per capita productivity and flawless process execution
  • 9. NAPL-ADM ACTIVITIES AND ITS BENEFIT  Candidate goal setting: 1. Higher new candidate productivity (NAP) 2. Higher ADM GAP 3. Higher candidate retention 4. Higher ADM earnings  Explaining usage of AG sets: 1. Access candidate’s future business potential 2. Design future business developmental plan 3. Track candidate FYC and goals 4. Costumer's market segmentation
  • 10. NAPL-ADM ACTIVITIES AND ITS BENEFIT Explaining the use of while books:  Building candidate work habits from day one  Systematic and well organized candidate  Keeping track of candidate daily activity
  • 12. NAPL-DAY WISE AGENDA Day Time Activity Owner Day 8 of NALP 3 to 4 hours Gorudakshina day/Big day: Participate- OH/TM/AP/ADM/Candidate with their family members Step 1- great with mauli/ Tika Step 2- OH to open the session, with his past experience in his industry. Step 3- OH to ask their experience of last 7 days. Step 4- candidate to share their experience & the number of polices they have picked up. Step 5- OH to take the commitments from the candidate for the month end business & launch the R&Rs like jaldi 5/ early 7/ ten- dul kar trophy. Step 6- ADM to do the input-output mapping Office Head & TM
  • 14. PURPOSE, PROCESS, PAYOFF Purpose: State the candidate value proposition and training opportunities for an candidate advisor Process: Identify the various training and development platforms available to mission India consultancy candidate advisor Payoff: Build conviction in sharing the value proposition with a prospection to ensure ‘pull’ for the prospect.
  • 16. PRE-LICENSING TRAINING AND FCS Sales process and product training IC 33 training IC 33 training IC 33 training Exam
  • 18. CANDIDATE DEVELOPMENT AND ITS IMPACT Candidate Vintage Business Vector Behavior
  • 19. CANDIDATE DEVELOPMENT JOURNEY: M1- M24 6 Months 6 Months 12 Months M1 M6 M7 M12 M13 M24 BCS – 24 session 4 session/ month clinic Product refresher ICS– 24 session 4 session/ month clinic Product refresher ACS– 24 session 4 session/ month clinic Product refresher •Regular footfall •Product diversification •Independent career candidates •Consistent performance SalesTraining
  • 21. M12-M24 Mantra: Continuity of rhythm and engagement M13 Career sessions -4 sessions month M24 Training interventions Behavior outcome •ACS (M13-M24) •Long term career •Building selling skills •Increasing activity level •compensation •MTD case active •Proactive •Product •diversification
  • 22. OTHER CANDIDATE – M25 AND ABOVE Clinic  Approach (Telephone)  Fact Finder  Referral  Objection Handling Training interventions Behavior outcome •Product Training •Clinics •Teasing activates level •Regular look tall •MTD case active •Product diversification
  • 23. OTHER PROGRAMS  Journey 2 Excellence (J2E)  HNI portfolio management  CLISP (Level 5,6 & 7)*  NRI Selling skill workshop  Business Insurance * Subject to star Achiever Club qualification
  • 24. HOW TO RUN THE SKILL BUILDERS
  • 25. PURPOSE, PROCESS, PAYOFF Purpose: To understand the importance of morning skill builders for candidate advisors Process: To identify the importance steps of conducting morning skill builders for candidate advisors, effectively Payoff: To build candidate’s knowledge and skill by conducting morning skill building effectively
  • 26. THE OPEN SECRETS OF SUCCESS !!! Nothing succeeds Like success !
  • 27. PURPOSE, PROCESS, PAYOFF Purpose: To understand the attributes of successful jobs given people Process: By identifying the necessary steps to successes and impact career growth Payoff: To build a long term successful career in jobs given.
  • 28. WHAT DOSE IT TAKE TO BUILD A CAREER? Career
  • 29. WHAT OPTION DO YOU HAVE?
  • 31. WHY DID YOU JOIN SALES?
  • 33. CAREER OPTION: COMPANY Brand name & value Compensation & lifestyle Growth & respect Learning & Development MISSION INDIA CONSULTANCY
  • 37. CASE: 1-2-3 The case of the three ADMs
  • 38. MEET YOUR ADMS Smarty •Intelligent •Short cuts •Big sales focus Hardy •Regular •Daily habits •Follows each case Lucky •Irregular •Not planned •Reactive
  • 39. WHO WILL BE SUCCESSFUL? Smarty Hardy Lucky
  • 40. CASE: PAPA KEHTE HAIN… My son is in mission India consultancy
  • 42. NOTHING SUCCEEDS LIKE HARD WORK! But what about luck!!!
  • 43. WHERE WOULD YOU PLACE LUCK? Circle of Concern Luck! Circle of control
  • 44. HARD WORK BRINGS LUCK!!! Even god only helps those who help themselves.
  • 45. SELF MISSION AND ACTION PLANNING
  • 46. PURPOSE, PROCESS, PAYOFF Purpose: TO identify the self mission and conduct business planning for next 100 days Process: To identify and plan the critical action steps to achieve the sales planning Payoff: To achieve self mission by surpassing the planned sales objective through effective and time bound actions
  • 47. ACTION PLANNING Planning without Action is futile, Action without planning is fatal. I am dedicating my first 100 days to - MY MISSION FOR 2013-14 MY GOAL FOR 2013-14 - PARTIULAR MY TARGET QUALITY RECRUITMENT Adj. MFYP INCENTIVE GPA
  • 48. MY COMMITMENT TO YOU BECAUSE I LOVE YOU _________________________, __________________________________________ _____ __________________________________________ _____ __________________________________________ _____ __________________________________________ _____ __________________________________________ _____ __________________________________________ _____ __________________________________________
  • 50. MY PRODUCTION GOAL FOR THIS YEAR GOAL of the year Challenges expected Helping hands Benefit Variable learning goal MFYP Goal Quality recruitment Goal GPA
  • 51. FIRST 30 DAYS ACTION PLAN Target- Recruitment Month Total New Names New Nom./ COI meetings Career Seminar NAT URN Contracting Week 1 Week 2 Week 3 Week 4 Week 5 Target- Production Month Total Ref Leads New Sales call Week 1 Week 2 Week 3 Week 4 Week 5
  • 52. 31-60 DAYS ACTION PLAN Target- Recruitment Month Total New Names New Nom./ COI meetings Career Seminar NAT URN Contracting Week 1 Week 2 Week 3 Week 4 Week 5 Target- Production Month Total Ref Leads New Sales Week 1 Week 2 Week 3 Week 4 Week 5
  • 53. 61-100 DAYS ACTION PLAN Target- Recruitment Month Total New Names New Nom./ COI meetings Career Seminar NAT URN Contracting Week 1 Week 2 Week 3 Week 4 Week 5 Target- Production Month Total Ref Leads New Sales call Week 1 Week 2 Week 3 Week 4 Week 5
  • 54. FEEDBACK AND SELF NOMINATION