Agency Promotion Guidelines Template
Set clear expectations and motivate team members to earn their promotions.
Agency Promotion Guidelines Template
Set clear expectations and motivate Team Members to earn their promotions.
Agency Promotion Guidelines Template
Set clear expectations and motivate Team Members to earn their promotions.
What's included in the 'Agency Promotion Guidelines Template'?
Clear guidelines for 90-Day Trainees, Junior Producers and Senior Producers.
In leadership, to be UNCLEAR is to be UNKIND. Keep your team members engaged and motivated by clearly outlining your expectations - and their path to success.
An example guide and a fillable guide - perfect for customizing to your agency.
We offer two different sheets: one with a real-life agency's current numbers (as an example), and a blank PDF for your Agency's numbers. Every agency is unique, so you're able to make this your own... with a little guidance!
Agency Promotion Guidelines Template
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Document Outline
- PDF with a sample agency's numbers and expectations for use as a guide
- Fillable PDF to create your agency's unique Promotion Guidelines
This insurance sales training was not developed by nor owned or endorsed by State Farm. The views presented are those of Insurance Agency Optimization only and are not intended to be used as a substitute for prospecting or customer interaction. Each representative of State Farm is personally responsible for acting according to the company’s sales philosophy and adhering to all compliance standards.
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