NASB Agent Orientation

Agent Orientation

Name: _________________________________ Date Started: _________

 Step 1: Attend Morning Calls- Save Numbers and codes to phone, create event in calendar

a. Monday @ 8AM CST/ 9AM EST Dial: 712-770-4160 Code: 484311#

b. Tues-Thurs @ 8AM CST/9AM EST Dial: 712-770-4160 Code: 809835#

c. Friday @ 8AM CST/9AM EST Dial: 515-603-3186 Code: 305484#

***Call RVP at least 5 times in next 5 days, Do Not Wait for your RVP to call you, call Them***

 Step 2: Complete NASB University: www.NASBtraining.com

 Chapter 1: Joining Morning Calls

 Chapter 2: Lead Training
▪ PAUSE: Call RVP to discuss lead game plan before doing chapter 3

 Chapter 3: In- Home Presentation
▪ PAUSE: Call RVP to role play presentation intro before doing chapter 4

 Chapter 4: Organize Sales Binder, Applications and practice running Rates (Ask RVP)

 Chapter 5-6: Warm Up Training, The 4 C’s of Success

 Chapter 7: Master the Door Approach
▪ PAUSE: Call RVP to role play door approach before doing chapter 8

 Chapter 8: Overcoming Common Objections
▪ PAUSE: Call RVP to role play overcoming objections before doing chapter 9

 Chapter 9: Master the Policy Review
▪ PAUSE: Call RVP to role play policy review before doing chapter 10

 Chapter 10: Watch Training Videos

 Chapter 11: Learn How to Call Manager while in front of customer

 Chapter 12: Study Common Medications

 Step 3: NASB University Final Exam
 Print off and complete exam: Scan and email to your RVP

 Step 4: Goals Meeting with RVP
a. Minimum Weekly Income: _________ Goal Weekly Income: _________
b. What are you going to have to give up to hit your goal?
c. What obstacles will you run into?
d. Reverse Engineer your Goals to show activity needed to hit goals:
 # of Leads _____, # of Presentations_______, # of Door Knocks________

 Step 5: Get Leads and Go to work!
a. Sell family members, friends, neighbors first
b. Start with whatever leads available in your area. Lead inventory @ www.NASBnation.com

 Step 6: Report activity numbers on morning call
a. First day reporting on team call is the same day you have leads. Report “First day in field”