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Agents are permitted to attend the Boot Camp once they have attended a four-hour Basic Training Event, and have completed the 18 Online Drills that can be found in The Training Center (accessible from the Equis Financial agent portal). Senior Vice President of Retirement Solutions, Pete Lee, and Vice President of Retirement Solutions, Bill Martin 2.0, will teach agents how to use everything that they've learned from the Basic Training and Online Drills, and apply that to working with an actual client. Training will include Sales Presentations as well as the completion of a final exam.Upon successful completion, agents will be on their way to earning the retirement Solutions Specialist badge and will be able to begin competently working with their own clients as well as assisting their fellow teammates in working with their clients to offer indexed products as solutions for their safe savings and retirement income needs.
This training session is $100 to attend and will include lunch.
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Event Venue & Nearby Stays
Sheraton Jacksonville, 10605 Deerwood Park Blvd, Jacksonville, United States
Tickets