Effective Recruiting. Preparation Organize Prospect identification Follow up system Communication pieces Incorporate current hot items Simple/Duplicateable.

Slides:

Advertisements

Similar presentations

Objective: Understand the six activities/functions that are critical to operating a business.

Advertisements

Marketing vs Sales. Without marketing you would not have prospects or leads to follow up with, but yet without a good sales technique and strategy your.

What is Accounting? Accounting 10 | ECS | 2011 Accounting 10 | Objectives 1.1, 1.2, 1.3, 1.4.

The Role of a Paralegal in a Commercial Real Estate Deal Presented by Mariana Fradman, Senior Legal Assistant Chadbourne &Parke LLP 3/20/2013.

GETTING STARTED WITH LFM Welcome to the Professional’s Approach to Indexed Annuities Presented by: LFM Fixed Strategies Insurance Services Florian Spinello.

MATT JONES 7 Strategies for Finding Deals In A Hot Market.

New IRS Reporting Rules – What it Means to ISOs and Agents Presenters: Mira Olson - Director, Payment Card Compliance, First Data.

Building a New Venture Team and Planning for the Next Generation Leaders don’t create followers; they create more leaders. -Tom Peters.

Three Industries. Three Opportunities. Agent | Builder | Owner.

SMALL BUSINESS PLAN GUIDE

SR&ED Is a financial assistance for companies that uncover new technological knowledge SR&ED stands for scientific research and experimental development.

9 - 1 Copyright © 2009 The McGraw-Hill Companies, Inc., All Rights Reserved. McGraw-Hill/Irwin.

President/CEO ALEX ABUYUAN. The Interview Process This is the first step in a two step interview process You were identified either by resume or referral.

Excellency in a business plan Business concept Management team Financing Keys to success Understanding of challenges.

Developing a business plan

Board Recruitment. Why recruit? Effective conservation districts have outstanding and qualified board members. A diverse district board will be better.

Zsuzsanna Fluck Broad MBA Business Plan Competition Preparatory Workshop What makes a business plan successful to raise venture capital funding?

Buying a Home. Renting a House AdvantagesDisadvantages.

POWERFUL INSURANCE WITH POWERFUL PARTNERS. We Bring Solutions Who Are We Third eneration of amily wnership – Established in 1928 Third Generation of Family.

Selling a Small Business and Succession Planning F OR A S MALL B USINESS.

LESSONS ENTREPRENEURSHIP: Ideas in Action© SOUTH-WESTERN PUBLISHING Chapter 2 SELECT A TYPE OF OWNERSHIP An Existing Business A Franchise.

Key Issues What is retail strategy statement

Entrepreneurial Mindset and Main Topics in a Sustainable Business Plan By Gonzalo Manchego Business Consultant.

Chapter 8 Sport Management

ENTREPRENEURSHIP, NEW VENTURES, AND BUSINESS OWNERSHIP

Four tips to mitigate Mobile fraud in the future.

Put your organisation’s logo here. Conflicts of Interest A conflict occurs when the interests of one role/ position/ relationship are not aligned with.

9 - 1 Traits Characterizing Rapidly Growing Companies High levels of change, ambiguity, and uncertainty Ongoing succession of nonlinear and nonparametric.

Rocket Launch Summer, 2012 The more you learn, the more you earn.

2-Appointment Sales System. What is the 1 st appointment for? Get the numbers to run an Analysis Get the Commitment Set the 2 nd Appointment Every Agent.

4.03 Perform pre-sales activities to facilitate sales presentation.

Slide 5-1 Tax Treatment of Vacation and Second Homes CHAPTER 5.

HOME-BASED AGENTS Welcome to Unit 7. Review of unit reading material from textbook: Travel Career Development 8 th ed. Authors: Gagnon,P. & Houser, S.

Empyrean Consulting, Inc. Candidate Name Your Job Search.

Getting Started. Digital Safari Institute GreenBizz Project Getting Started … Being in business is a state of mind! Being in business is a state of mind!

Your Talent Challenges Survey Responses from Thought Leaders Participants.

Chapter 11 Investing for Your Future. Goals for Chapter 11.1 Investing fundamentals Describe the stages of investing and the relationship between risk.

Business Format System

Three Industries. Three Opportunities. Business Opportunity Presentation.

Shareholder Value Stewart Millington Business Mentor.

Building Customer Relationship “Service is so great an opportunity for the company that our vision for the next century is that GE is a global service.

The Entrepreneurial Manager Skills for managers of entrepreneurial ventures.

Online banking security best practices Access via ‘transaction devices’

Business Format System The Follow-Up New Associate Training Series.

© MISHCON DE REYA MAY 2014 RECRUITMENT INTERNATIONAL FINANCIAL DIRECTORS’ FORUM Protecting your business from unlawful competition.

Appendix 2. Appendix 2 The Context of Entrepreneurship Entrepreneurship - the process of starting new businesses, generally in response to opportunities.

Presented by. Quick Checklist About FrontRunner 7 Habits of High Performers.

“The Right Connection for all your staffing needs” Job Connect Recruitment Pty Ltd “Trading as Job Connect”

1. Unleash the significant potential contained in your client database + example. 2. Outsource part or all of your digital marketing. Two practice development.

Objective 1.01 Understand the purpose and the functions of business Purpose and Functions of Business.

Manage Referrals and COI Relationships Effectively.

Money Merge Account® System Recruiting Follow Up.

Voice | Internet | Television | Network Services | Cloud Services TWCBC Business Partner Referral Program Refresher October 30, 2014 Chris Hebbard Partner.

19 PERSONAL SELLING: ETHICS, ISSUES, REQUIREMENTS, AND BASIC SKILLS.

Napkin Presentation. The Invitation Read it Front & back What to Do With It.

Is the problem real?. Objectives Introduce opportunity identification as an approach to entrepreneurial opportunity analysis and new venture creation.

PREPARING TO SELL YOUR LANGUAGE BUSINESS. HOW LONG WILL IT TAKE? Even with a quick transaction, minimum amount of time would be 4-6 months More likely.

Behavioral and Panel Based Interviews Where did Behavioral Interviews come from? What is the premise behind this type of interviewing? What are the.

10 W EEK P ROJECT S COPE OF S ERVICES March 13th, 2014.

Forms of Business Ownership GOALS UNDERSTAND THE THREE MAJOR FORMS OF BUSINESS OWNERSHIP. DETERMINE WHEN EACH FORM OF BUSINESS OWNERSHIP IS MOST APPROPRIATE.

Chapter 6: Human Resources Business Careers. General Business A high-school education is usually the minimum requirement for entry-level jobs in business.

Managing Your Investments Chapter 11 Page 259 Personal investing – using your savings to earn a financial return

Principal ® Retirement Plus For financial professional use only. Not for distribution to the public. [Presenter Name] [Presenter Title] [Date] We help.

Participation in all aspects of the Agent Benefits Program that are offered through AXA Advisors and AXA Network is entirely voluntary, and each participant.

CHAPTER SEVEN THE FOUNDING TEAM.

CHAPTER Eight THE FOUNDING TEAM.

“Write the overview here. You can remark some words with color”

Engagement Letter An engagement letter: “clarifies the services that the client expects the advisor will provide in the immediate transaction and ongoing.

5.1 Forms of Business Ownership

50 Traits of “Top” Salespeople

Presentation transcript:

Effective Recruiting

Preparation Organize Prospect identification Follow up system Communication pieces Incorporate current hot items Simple/Duplicateable System Practice Scripts Approach/Interview/5 Conversations/Close Referrals/Handling Challenges/Not Interested

Selection Criteria Commitment – Hungry/Need Coachable – Ego on Shelf Work Ethic Sphere of Influence Personal Power/Leadership Integrity Sales Skills

Prospecting Warm Cold RolodexYellow Pages OrganizationsNetworking Yellow PagesTrade Shows Purchase Leads Advertising 3-Foot Rule

Identify Prospects Dissatisfaction – Time/Financial/Control Life Current Career/Job Anxiety/Fear Specific Financial Needs Demonstrated Entrepreneurial Spirit/Owner Low Tolerance for Corporate Process/Politics Demonstrated Leadership Skills

Identify Prospects (cont.) Past Record of Success Broad Sphere of Influence/Clients Sales Experience Real Estate/Financial Planning/ Mortgage/Insurance Experience Team Building Skills Previous Direct Marketing Experience

Rating of Candidate Business ownership experience Direct selling experience Relative experience Private vs. corporate company Years working experience Leadership experience Targeted market location

Recruiting Process Warm Cold Approach -Casual Conversation-60 Sec./Credibility UFirst™ Focus & Growth Sorting/Credibility -Update on Life -Interview List of Questions

Recruiting Process WarmCold Validation -3 Way -Industry Publicity -Your Experience -Company Focus - Debt/Company/Products Comp Plan(brief)/Support -3 Way/FU/ Conf. Client webinars with Q & A /Objections

Recruiting Process Warm Cold Decision Process Hrs-Comp Plan/Daily Pay -3 Ways-Analysis -Validation/Articles-Plan/Support -3 Ways/Drip -Encourage participation of significant other/listen -Safety net—multiple streams of income

Recruiting Approach Identify Openness to Opportunity/Listen Determine Fit with Selection Criteria Interview The 5 Conversations (Documentation/NewsWatch) Debt Environment Company Products Compensation Plan Launch Plan

Recruiting Approach (cont.) Third-Party Validation Professional Environment Think as Leader in Meeting Timing & Positioning Understanding – Ego Aside Define Expectations & Plan to Accomplish

Anticipate Potential Objections

Anticipate Potential Objections (cont.) Direct Marketing Job vs Credibility 5 Conversations Documentation Professional Agents in Business

Anticipate Potential Objections (cont.) Time Requirements – System Contract – Similar to Corporation Risk Adverse – History/Risk of No Change Immediate Income – Quick Start/Daily Pay Do Not Like to Sell – Need to Lead/Process Missed Opportunity – Timing & Positioning Not Interested – Referrals

Proper Start Total Enrollment in Vision Plan/Welcome Letter/5 Contacts Plug into System Knowing When to Be the Issue Invite, Do Not Present Quick Success Maintain Momentum

United First Financial ®, its agents and subsidiaries provide Internet, Web-based software and support services. United First Financial does not provide accounting, tax, legal, real- estate, mortgage, or investment advice. Interested parties should seek and consult with persons or entities licensed and qualified in those areas for advice relating to those matters. United First Financial is not liable or responsible for claims or representations made by any party which are not included in the Money Merge Account ® Limited Guarantee.