SOPHOMORE HIGH (MAKATI)

PROGRAM OBJECTIVES * Train and equip sophomore agents to sell bigger case sizes * Focus on income as a result of increased volume * Show career path and leadership opportunities * Increase client base, improve servicing and retention of clients TARGET AUDIENCE * Sophomore agents coded from January to March 2017 PROGRAM DURATION * 3 months PROGRAM OUTLINE * Month 1 (May 2018): High Productivity, High Income                                              - Understanding high net worth clients                                              - Understanding high net worth products                                               - Understanding your income potential * Month 2 (June 2018): High Leadership, High Service                                              - Reviewing leadership essentials                                              - Growing your client base * Month 3 (July 2018): Flying High                                             - Understanding the path to MDRT                                             - Understanding the path to management