- Setting goals to accomplish your mission. This will include setting annual income and production goals, as well as marketing, minimum sales activity, and career development objectives. You will also need a way to monitor performance and measure results.
Example: My goals are to...
- Earn $75,000 in my first 12 months under contract.
- Target salaried executives and their families, who are primarily Baby Boomers in the defense, computer, and airline industries in my area. I will begin prospecting in my "natural market," which includes my family and friends, as well as former business associates from my previous employer.
- Goal: Each week, contact 10-20 on-profile, qualified prospects in my target market, and conduct at least eight initial face-to-face interviews, leading to two to three sales.
- Complete ON-Trac II Relationship-Based Marketing & Selling Development Program within 150 days of contract date.
- Attend Ohio National's Field Development Seminar within first 12 months.
- Begin CLU/ChFC or CFP courses within the first 18 months; complete all parts within five years.
Try this! Establish realistic, attainable goals in each category described here. Ask your general agent/trainer to help or review the results. Modify a goal if it's impractical or influenced by factors beyond your control.
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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.
