1. Review, discuss, and demonstrate with your General Agent, the Initial Meeting timing and process you will use on scheduled meetings with your prospects.
2. Learn the opening to the Sales/Selling System you are using, per your General Agent, and the Standard of Living approach, and demonstrate them at your next training meeting.
3. Discuss and demonstrate fact-finding and presentation techniques with your General Agent as per the ONFS reviewed Selling System he or she has you using.
4. Complete a fact-finder both on yourself and also an on-profile prospect, and discuss them with your General Agent. Develop recommendations to meet the needs and wants shown in the two fact-finders you have completed and discuss these with your General Agent as well.
5. Learn the answers to objections/concerns and closes discussed in this unit. Demonstrate at least three of each with your General Agent.
6. Attend two scheduled sales meetings with your General Agent or a seasoned Sales Associate who uses the same selling system you are using. Be prepared to discuss the objection and closing aspects of the meetings at your next training session.
7. Fill out an Ohio National Life Insurance Application, Parts I and II, on yourself, and discuss it with your General Agent.
8. 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.