Scribd Logo
Upload

Welcome to Scribd!

  • Subteam Abby MNL Rookies Mentoring

    Uploaded by

    Raymond Ondesimo
    6 views14 pages
    This document summarizes the roles, responsibilities, and compensation structure for financial advisors. It outlines the career path from Assistant Unit Manager to General Manager over 26 months. Key points include: - Assistant UMs start with a 45% commission on direct sales and 15% on indirect sales. UMs earn 45% commission on direct sales and can recruit agents. - The goal is to have 6 direct selling agents within 20 manpower to become a GM overseeing a production team. - Benefits for high-performing agents include travel rewards and recognition in the million dollar round table. - Requirements to qualify for additional bonuses and perks include hitting annualized premium equivalent targets.

    Original Description:

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document summarizes the roles, responsibilities, and compensation structure for financial advisors. It outlines the career path from Assistant Unit Manager to General Manager over 26 months. Key points include: - Assistant UMs start with a 45% commission on direct sales and 15% on indirect sales. UMs earn 45% commission on direct sales and can recruit agents. - The goal is to have 6 direct selling agents within 20 manpower to become a GM overseeing a production team. - Benefits for high-performing agents include travel rewards and recognition in the million dollar round table. - Requirements to qualify for additional bonuses and perks include hitting annualized premium equivalent targets.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views14 pages

    Subteam Abby MNL Rookies Mentoring

    Uploaded by

    Raymond Ondesimo
    This document summarizes the roles, responsibilities, and compensation structure for financial advisors. It outlines the career path from Assistant Unit Manager to General Manager over 26 months. Key points include: - Assistant UMs start with a 45% commission on direct sales and 15% on indirect sales. UMs earn 45% commission on direct sales and can recruit agents. - The goal is to have 6 direct selling agents within 20 manpower to become a GM overseeing a production team. - Benefits for high-performing agents include travel rewards and recognition in the million dollar round table. - Requirements to qualify for additional bonuses and perks include hitting annualized premium equivalent targets.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 14

    Financial Advisor (no recruit

    (45%)
    ·

    selling
    ↓
    AssistantUM
    ④

    selling (45%)
    recruit(10%)

    ↳
    · direct
    no override for indirect

    20 Manpower
    ↳6 direct

    2
    GM Team Production
    26 months fulltimer
    ~ I agents (IM)
    -
    direct
    Unit Manager
    (45% 0.25[45%) /
    selling
    !
    +

    direct (250/6)
    indirect (15%)
    -

    RN 200 Manpower
    &

    unit

    hanasering,
    -

    3 -

    50

    ↓ ↓
    BM v

    ↓
    ⑭math
    override
    a

    Tied
    (stone 1 Agency (
    ·Besident / G
    -

    incorporated
    corporation
    TCOMPANYCON
    -
    -> othe
    capital
    Directoror
    of
    -Braid
    ⑭
    o
    12
    ↑

    S
    years
    JOLLIBEE(15M)
    .

    = ⑤

    ↳5years ⑤

    ~
    ↑ Full-time
    ⑭o Rookie Aighflyer'sGab
    -

    PERKS:
    Branding Recognition
    RH2 -

    5%
    2. Travel (Coron, Palawan
    20K. 25K

    3. G 20K month
    per
    Requirements:
    ①550K ↓
    APE

    Annualized Premium
    3K month,12:36k
    per
    17K E5
    per month
    =
    200k
    a clients
    ① Y

    ④ months
    Mar Apr May al
    felreemont
    ⑭
    pR+z Million
    1.15
    Dollar Round table

    1.25
    1. USA (Australia
    2.
    Branding

    f
    Jan
    ⑨

    BOOKAPEper month
    a

    ⑭ -

    ren

    Feb -

    May -> UDRT


    ⑥ NA
    ↓Hc
    ⑩
    dients
    o
    NAC ④

    750K
    12 clients 554 = 200
    =

    MAMT -
    2.4 M
    ⑰PE APE

    36K APEI76K FYP


    ↳ if
    Yes, January
    First year Premium
    -

    ~months
    1*
    over-1
    I spill months
    Deo
    ⑭
    Dan, bec.ss Fa

    Bio
    2022

    2824

    ⑭Do emn
    SNG
    ·
    Prosp
    Prospecting
    Is 1

    ↑
    ⑨

    2. Approach meat, or *

    Money
    ↓
    ↑
    4. closing

    Need presentat
    ↓
    5. Referral / presen

    PROSPECTING says punoali


    -Trust
    hahaha nap ag kligente
    11. Rank 4 File Employees & 23 year and up)

    /2. Supervisor Managers *

    13. Engineers II
    A
    4. Doctors /
    1 Lawyer *

    15. Seafarers *
    16. Business owners *
    17. Retirees *

    NO BUDGET
    ↑PROACH. Direc
    ~
    1. NO / Walapa

    (
    *

    2.
    YES Meron--
    3. Seen Inbox -,

    Nice! Sakto
    Kasi haghahanup along
    madidiscussan ko now, part work ko.
    no
    okay
    his
    langbe discussankiaviazonseen
    No commitmenthuman after.

    Prede ka?

    Nice!Insured Kana ba!

    G AsyonSalto!Nag cocona and

    109 survey
    Inaa lam
    ngayo.
    top reasons
    ng mga too bakitsila
    bahagpapainsure. Okay
    also
    lang
    mag-survey say 0;
    Prede
    5 min
    long human.

    i kaw?
    appointment
    &
    everyone
    seen -> H end!Balicomsanakita
    para
    hind;no kita
    makalitpas
    Meronnaba?

    ↑PENTATION:
    PRESENTATION
    1. Rapport v

    2.
    Providepromisestem
    -

    3 PATHS OFLIFE

    3. Provide solution

    4. Close

    5. Referrals

    3 PATHS OF
    LIFE

    oppomomay
    Ouz-inuimaen
    w
    1.
    Healthy -

    RETIREMENT -

    -
    5.5M /33/12
    .
    =

    2.
    Unhealthy CRITICAL INSURANC
    -

    ILLNESS

    I-years annual income

    f Milo
    (223k)(1)(5):
    now

    got
    DEATH
    3.
    Depart early - INSURANCE

    10year) luisinea a
    as now
    3kOving
    Range <817-ONO

    I
    1,500 month
    * per

    ⑯kIFOOTOLOpera
    eyears &
    3 ↓
    mon

    in
    ⑭
    O

    . . . . continuienng
    ↓1 pll
    present

    >

    I
    100K
    CLOSING
    T.
    Direct-Okaylang?
    C
    -

    ⑭
    -

    2. PABEBE

    11. Comfortable?
    ↓
    6
    months ②
    years? 5

    Steve
    2.
    *

    -3. YES Y

    ↳ CAEGORIES

    prnadminister a
    on
    Rica-
    President

    AiryiANOA
    RECRU IMENT

    oRecruitment
    Aby -20en UM OFT

    Activate
    7

    /
    ⑤

    45% -
    -

    -
    70% 30%
    ↓
    Im
    10 on t
    X
    RHC MDN*
    Recruitment -

    #umsuio
    1800-1case
    per quarter-

    MAC

    ·Thatpersonal
    selling today
    -
    ->
    pahuman
    Recruitment -

    You might also like