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Presentation for the theme: “Official Broker Advantage”- Speech transcript:

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Presentation for the theme: “Official Broker Advantage”- Speech transcript:

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1 2012-13 Certified Broker Advantage Mention To FACILITATOR: The audience is thrilled to expose the newest 2012 Cartus System This new Agent “Bootcamp” qualification module. Delight create a minimum of 2 hours to accomplish which studies concept. That it demonstration is sold with clips hyperlinks out of Cartus staff, clients, and/otherwise Circle professionals revealing private advice. Solely those into the link to the brand new speech gain access to enjoy these personal video. Don’t express backlinks that have not authorized personnel. Just the degree facilitator must have accessibility gamble video clips inside the education class. Excite make sure your workout has been set up to your right AV gizmos. Access to the internet and you can sound/presenter prospective are needed. Whenever simply clicking new Cartus gamble switch so you’re able to discharge the fresh new video clips, build the fresh new video clips in order to full display. It is strongly recommended you utilize a painful wired connection to the internet having their training sessions. Wireless associations are slow, unreliable, and you will video buffering requires extended. I recommend you are doing a dried out work on doing the new opening of one’s films using the same set-up (desktop, web connection, and you may sounds/movies gadgets) you will have regarding class, this may make sure that your morale transitioning ranging from studies glides, movies and you can back to training slides. In addition to duplicates of one’s education presentation handout, we recommend that for each and every attendee be provided with a complete group of handouts. A collection out of suggested handouts might have been added to the advantage area demonstration into Information on the were: The training demonstration The training demonstration handout getting attendees Facilitator cards Extra Handout directory Extra Handouts Cartus Network Affinity Expert 2013 The brand new Agent “Training” Knowledge

2 Purpose The goal of which training should be to guarantee the alignment regarding Cartus and you will Cartus Broker Community principals, moving divisions and you will A good-Class representatives from the smooth beginning regarding first class services so you’re able to Cartus clients, professionals, and you will people throughout the affinity company part. Facilitator: This education will be utilized for brand new agents set in the latest affinity people. To become formal, another broker have to webpages for this “Training” training in addition to annual qualification component Morgan Heights Colorado loans. So it training covers the essential portion for brand new representatives to know the new attraction business sector and you may provider affinity professionals labeled your own business. So you’re able to discover referral tasks the representatives need to take part in “Boot camp” studies and also the annual Cartus Network Attraction Professional training. Annually, representatives must be involved in brand new yearly Cartus Community Affinity Specialist studies. Address the fresh handout package you have ready to accept the team. The latest handout plan is going to be wishing regarding acquisition that they will about education (since listed on the Handout Directory). Tell the class you may be examining the various handouts within the correct day in training. You want to prevent the class are distracted by turning as a consequence of all of the handouts or taking them out of order (that creates delays should you get to that handout throughout the training). Site new “A” Cluster Agent Arrangement Handout and you may opinion new terms and union the newest agents make. Feedback the internal processes to have application, exhibiting these representatives was basically selected to participate the team, and make certain you have got completed “A” Cluster Broker Agreements off every attendees.

Specialized Agent Advantage

step 3 Plan What exactly is an affinity program Recommendation built system Worthy of in order to Circle members Home loan oriented applications Cartus Attraction Qualities Fundamental Performing Procedures & Craft Revealing Secret buyer feedback USAA NFCU Get a hold of Solution Analysis procedure Representative Made Recommendations Social media Guidance 2013 Requires Q&A great Facilitator: Comment this new schedule and set the new assumption this particular class having take at the very least 2 hours to accomplish. A just practice should be to influence beforehand how much time it will take one to coverage the material along with your agents.