Turning Rookies into Sales Killers: Medicare Joe’s Proven Process

Just Like That. Only Different.

Join CoachG, Medicare Joe, and Matt Temmen as they dive into the secrets behind a successful agent onboarding process. Medicare Joe explains how his 10-day trial system allows both the company and the potential hires to evaluate fit before moving forward with licensing.

They walk through every step, from shadowing brokers and mastering scripts to learning the client fact-finder process and call-setting strategies. The conversation also highlights how module-based training on the Coach G platform has helped streamline onboarding and create consistent results. Perfect for anyone looking to build a productive, scalable Medicare sales team.

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Key Topics Covered:

- 10-Day Trial System: How potential agents shadow experienced brokers, practice scripts, and evaluate their fit with the company.

- Call-Setting and Fronting: Training agents to set appointments and handle early client interactions during the trial period.

- Use of the Coach G Platform: Leveraging module-based training for consistent onboarding and skill development.

- Evaluation Process: Determining whether new hires are a fit before committing to licensing. Structured Onboarding Timeline: Steps agents take from shadowing to full independence within six weeks.

- Agent Metrics: Measuring success, including average agent output of 50 policies per month. Scaling Training: Recording onboarding processes to create reusable systems that ensure consistent results.

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