CFT Programs Overview
The Certified Field Trainer Program is designed to train you in the field to become an effective professional and trainer.
The program focuses on developing the necessary skills and knowledge required for you to develop a successful business.
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The program covers a wide range of topics related to life insurance and financial services, including product knowledge, sales techniques, prospecting and lead generation, business development, client relationship management, financial planning, industry regulations and much more.
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The curriculum is designed to provide you with a comprehensive understanding of our company, our industry and equip you with the tools to succeed and train others effectively.
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This Certified Field Trainer Program combines classroom and virtual instruction with practical exercises and role-playing scenarios to simulate real-world situations.
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You will also have the opportunity to observe experienced trainers in action and receive feedback on your own development techniques.
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Upon successful completion of the program, you are awarded a certification as a Certified Field Trainer. This certification serves as a validation of your expertise and will definitely enhance your professional credibility within the industry.
Point System Overview
Everyone starts with 10 Points.
You gain or lose Points based on completion of your Projects.
Example:
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Missing more than 1 CFT Class will result in -2 Points.
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The N°1 CFT Graduate (Highest Points) will be presented with the Elite Honor Graduate CFT Program Certificate of Excellence.
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Graduates with 10 Points or more will graduate with Honors.
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All CFT Program Graduates will be available to attend the next Eagle Academy Retreat.
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All participants must be a Net License by Class 6.
Tracker Items
Prospect: A new Name & Phone Number, could get in person or through social media. But, the definition of a prospect is a new name and number of someone that you will call about our business – whether about becoming a client or a business partner.
Phone Zone: A time when you are making calls with another teammate. You could be on zoom or in person. You should do at LEAST two per week!
Social Media Post: a new post on social media that is designed to make people take action to contact you about being a client or becoming a business partners. When mentioning WFG or Transamerica, they MUST be approved! There is an approved social media campaign in mywfg.com.
All Scheduled Appointments: any appointment with a client or a teammate counts!
New Appointments: A new appointment with someone who has not yet seen what we do.
PFR Scheduled: You scheduled a personal financial review with someone.
New Business Appointment: You scheduled an appointment to sign an application.
Scheduled Interview: You scheduled an appointment with a person who saw a presentation and they want to see if they qualify to work with us.
Personal Recruit: A new business partner coded directly to you.
Team Recruit: A new business partner who got started but is coded to someone in YOUR agency. (does not include sidelines)
Referral: You got a name and number from someone to call about the business or being a client. You should try to get ten per appointment.
Strategy Session: meet with your trainer to go over financial solutions for a client or how to help mentor and grow your team!
Focused Presentations: presentations specifically geared towards certain groups… Realtors, Mortgage Brokers, Educators, Healthcare professionals, athletes, pastors, etc…
Post BPM Team Training Attendance: This is THE MEETING AFTER THE MEETING! Following every BPM is training on next steps.
Trainings: Product Provider Training, Tuesday night Product Training, Team Training with leadership outside of the BPM night.
Personal Development: Reading books, attending seminars, watching Youtube Videos, coaching, etc…
Start Up Appointment Completed: You helped a new recruit meet with a trainer to get started in business.