Subunit Mond

2021 Planning
December 27, 2020
Almighty God, our Father, we praise and thank you for this day. You
have given us another opportunity to appreciate life and to fulfill our
mission as Your instruments of peace and progress. Please pardon us
for our shortcomings. Help us to amend our impieties, may we learn
to pattern our lives through Your Sons example.Father, bless all our
endeavors, especially todays meeting. Guide us in our discussions.
Enlighten our minds in every decision that we make. Give us Your
grace that we may effectively do our parts as public servants. Bless
our plans, programs and projects, so that we may achieve our
objectives, for Your greater glory.All these we ask in Jesus name.
Amen.
Agenda
- Ice Breaker
- Featured Sharer
- Subunit Performance Review
- Selling and Recruitment
Strategies
- 2021 Subunit Goals Alignment
- Raffle
Ice Breaker
FEATURED SHARER DARWIN M. CAMBA
BS Accountancy - Rizal Technological University
Former Auditor, Former Vessel Accountant
Coded October 2019

Top Referror - June 2020 Branch Level

Top Rookie - July 2020 Branch Level
Top Agent - July 2020 Unit Level
Top Case Counter - July 2020 Branch Level
Top Agent - August 2020 Unit Level
Top Case Counter - August 2020 Branch Level
Top 2 Agent - November 2020 Unit Level
Top 3 Agent - YTD Unit Level
Early Achievers Club 2020
Senior Achievers Club 2020
T2 Incentives 2020
Q3 Level 2 Branch Incentives
Protection Drive Qualifier 2020
Life Club Pro Qualifier 3 Stars
Manpower - 53
SUBUNIT
PERFORMANCE REVIEW
 PRODUCTION
2019
2020

690,000
5.8 M APE
APE
GROWTH

800%
 MANPOWER
2019 2020

4 Manpower 25 Manpower
1 AUM 4 AUMs
GROWTH

600% for Manpower

400% for AUMs
 2021 PRODUCTION GOAL

MONTHLY TARGET 2021 TARGET

24,000,000
2,000,000
APE
 2021 MANPOWER GOALS

ENDING NUMBER OF AUMs

MANPOWER 30
150 AUMs
Manpower
 SELLING
STRATEGIES
LEVERAGE REFERRAL SYSTEM

- Referrals in every client meeting should be NON-

NEGOTIABLE

- Share your goals to your clients

- Maintain good relationship to your clients

- Quality client servicing

OFFER HIGHER PREMIUMS

- Do not be afraid to offer high premiums. Have that

"clients ay palaging tumatawad" mindset

- Master the products

- Always start with annual premiums

- For elite clients, the shorter the presentation, the

better.
BRANDING

- Brand consistently as it attracts 'not so warm' market

- Secret agents don't last, their prospects run out easily

- Branding is free and will bring you to wide audience

- Branding is everywhere, most of the time it is a matter

of copy, (edit) and paste
HIT THE INCENTIVES

- Start with small incentives then maintain the momentum

- Hitting an incentive is an automatic branding

- Always maintain a tracker

SET YOUR MONTHLY GOAL
- If you really want to feel the incremental income,
produce 300k APE per month

- Tailor your monthly goal to the incentives you want to

hit

- Segmentize your production

SET YOUR MONTHLY GOAL
- Segmentize your production

300K GOAL 300K GOAL 300K GOAL

Option 1: Option 2: Option 3:

200k Elite 5 75k Elite 15 60k PAA
36k PAA 75k Elite 15 60k PAA
36k PAA 60k PAA 48k PAA
48k PAA 60k PAA 48k PAA
36k PAA 36k PAA
36k PAA
36k PAA
RECRUITMENT
STRATEGIES
MAXIMIZE BYB SCHEDULES

- As much as you do selling approach, you should also do

recruitment approach

- Be present in BYBs especially if you have an invite

- Incentivize if necessary

- Have your own BYB monitoring

VISION CASTING
- Share your vision to your recruits. Their goals first
before yours

- Explain how Pru Life UK career will help them improve

their lives

- Share the concept of 5Ps:

Pay, Places, People, Passion, & Priorities
INSPIRE YOUR TEAM TO
ASPIRE FOR UMSHIP
- UMShip mindset immediately after BYB

- Share the perks of being a Unit Manager

- Recruit and the rest will follow

 2021 Subunit
Goals Alignment
2021 GENERAL DIRECTION
Number of Manpower: 150

Percentage of RHCs: 10%

Percentage of ACs: 40%

Percentage of Active Agents: 75%

Number of MDRTs: 5

Number of UM Spinoffs: 3
PROJECTS IN 2021
Rookie Passport (c/o Teejay)

Project RHC (c/o Mond)

Project AC (c/o Odie)

Project Kapihan (c/o Mond)

Project 150 Manpower (c/o Chan and Abby)

Project MDRT (c/o Mond)

ROOKIE PASSPORT
Lead: Teejay
In the first 30 days of a Rookie
1. Complete Business Mastery Attendance
2. Rookie Training
3. NFTF Class
4. 1:1 with UM/AUM
5. Four client presentations
6. One Closed Sale
7. Four BYB invites
8. One Recruit who will proceed to BTC
PROJECT RHC
Lead: Mond
To promote more RHCs in the team
- Mentoring session with an RHC / a producer agent
- Monitoring of RHC parameters (4 in 30, 12 in 90)
- Remind potential rookies of their RHC parameters
- Refined Prospect 100
- Tapping of HNW Clients
- Sales Process Techniques
PROJECT AC
Lead: Odie
To promote more ACs in the team
- Mentoring session with an NAC qualifier
- Monitoring of AC parameters
- Remind potential ACs of their parameters
- Refined Prospect 100
- Tapping of HNW Clients
- Sales Process Techniques
- RHC to AC
PROJECT KAPIHAN
Lead: Mond
To promote more UM candidates in the team
- Mentoring session
- Monitoring of UM OJT Parameters
- Recruit 6 directs ASAP
- Beef up selling activities (at least AC)
- Remind the team of their Kapihan Parameters
PROJECT 150 MANPOWER
Leads: Chan and Abby
To drive more manpower of the team
- Inculcate UMShip mindset to the team
- Create materials for UMShip that will remind of its importance
- Vision Casting: Pre-BYB and Post-BYB meeting with invites
-Pre-BYB: 5Ps (Pay, People, Places, Passion & Priorities)
-Post-BYB: Reiterate the coding process and Discuss UMShip
- Increase conversion ratio from BYB to Coding
- Remind the recruits of the coding process
- Ensure that we always have an invite in the BYB
- Motivate the team to recruit more
PROJECT MDRT
Lead: Mond
To produce MDRTs in the team
- Why become an MDRT?
- Monitor MDRT candidates
- HNW Selling
- Effective Sales Process
- Mentoring Session with an MDRT
UTILIZE TRELLO FOR
MONITORING
2021 GENERAL DIRECTION
Number of Manpower: 150 Project 150 Manpower

Percentage of RHCs: 10% Project RHC

Percentage of ACs: 40% Project AC

Percentage of Active Agents: 75% Project RHC, AC, MDRT

Number of MDRTs: 5 Project MDRT

Number of UM Spinoffs: 3 Project 150 Manpower, Kapihan

RAFFLE