- Use Your Cotton System "BaseFlow" (or "Project 100 Guide" and/or "Business 100 Guide" if you are not on the Cotton System) to:
- List names of people you know. See directions.
- Qualify each individual according to the guidelines.
- Discuss your personal professional development schedule with your General Agent, and then "Plot Your Course" in this unit and keep it current. Remember the Relationship-Based Marketing and Selling Development Program Units, Action Assignments and Quizzes are to be completed within 150 days of your contract date to remain in good standing if you have fewer than two years of life insurance experience when contracted.
- Create, in writing below, a Mission Statement for your business and discuss it with your General Agent.
- Discuss with your General Agent the standard sales activity ratios to close two sales each week, as described in this Unit, and the appropriate formula for you to yield planned, purposeful activity.
- If you have not already done so, complete the quiz for this unit, with a passing grade, and review it with your General Agent or trainer.
Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.
Unit I: The Career Action Assignment
Satisfactorily Completed
DATE: __________ |
SIGN OFF |
General Agent:
|
Sales Associate:
|
Firm (Print):
|
Back to Top | Next
62
|