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Rookie Starter - Team Lords
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Rookie Starter Pack

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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:

Goal Setting (AGAPE)

Learn more about prospecting and fill-out your Prospect 150 here:

Prospect List 150

Click here for

1 on 1 with Unit Manager Lords

Must have accomplished
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Book your 1 on 1 with UM Lords

Revalida (First Monday of the Month)

Learn more about the presentations in
After the Revalida, Facilitator will fill-out the

Rookie Champ

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Joint Field Work (JFW) / Joint Online Work Assistance (JOWA)

Note: shall filled-out by AUM/UM
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Book your JFW with UM Lords

First 30 Days

Primary 1 & 2 (First and Third Saturday of the Month)

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Other Trainings

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Required Trainings to Qualify for National Achievers’ Club
ROP 2 (ILT 1 & 2)
Product Recharge (PR)
Fundamentals of Unit Linked (FUL)
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Wednesday PRUExpert Induction Programme (PIP)

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Friday Night Huddles

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Your First Year as Financial Advisor Audio Book

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Suggested Youtube Channels for self-initiated learning

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