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Rookie Starter - Team Lords
Rookie Starter Pack
PRUOne Tutorial
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Rookie Starter Pack
Trainings and Activities
Month 0
(Pre-Onboarding) Trainings and Activities
Career Previews/BYB
ROP 1 (ILT 1 & 2)
Debriefing
Insurance Commission (IC) Exam
Fill-out your own AGAPE in preparation for 1 on 1 with UM and Recruiter.
Excel File here:
Everything You Need
Goal Setting (AGAPE)
Learn more about prospecting and fill-out your
Prospect 150
here:
Prospecting Techniques
Prospect List 150
Click here for
Exam Materials
1 on 1 with Unit Manager Lords
Must have accomplished
AGAPE
Prospect 150
Book your 1 on 1 with UM Lords
HERE
Revalida (First Monday of the Month)
Learn more about the presentations in
Everything You Need
After the Revalida, Facilitator will fill-out the
Evaluation Form
Rookie Champ
Joint Field Work (JFW) / Joint Online Work Assistance (JOWA)
Note:
Evaluation form
shall filled-out by AUM/UM
Book your JFW with UM Lords
HERE
First 30 Days
Primary 1 & 2 (First and Third Saturday of the Month)
Other Trainings
Required Trainings to Qualify for National Achievers’ Club
ROP 2 (ILT 1 & 2)
Product Recharge (PR)
Fundamentals of Unit Linked (FUL)
Go to PRUExpert:
https://prulifeuk.litmos.com.au/account/login?ReturnUrl=%2fhome
Wednesday PRUExpert Induction Programme (PIP)
Friday Night Huddles
Your First Year as Financial Advisor Audio Book
Listen to this Audio
Suggested Youtube Channels for self-initiated learning
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