# data[].attributes.body
Updated product decks for all products for client presentation

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Identify strengths of FSAs to maximize talents of FSAs.
Improve weaknesses to uncover potentials of FSA

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Build relationships within my industry, as this can provide valuable insights and opportunities for collaboration.

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Encourage FSAs to be open to retail business

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Encourage FSAs to be open to retail business

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Cross sell regular pay products to our existing and new clients; top-ups are encouraged as well for the SP existing clients. Diversify offers from
LPP to big tickets in JFW by showing the FSA how it’s done and coaching them  - allie

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More competitive allowance to measure with competitors

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Continuously coach FSAs on Value propositioning, Need based selling, product expertness, and proper financial planning with clients.

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Close monitoring on FSAs daily activities. Create Feedback loop where I provide feedback to my team and also seek feedback from them to improve my leadership approach

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Focus this Q3 on branches below YTD achievement, managing the actives and client appointment schedule

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Do/ Require more policy reviews and engage bank partners on talking with existing clients

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*Regular Policy Review
*Fast and Efficient Service

-Darryl

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Proper monitoring on the fsa activities and be more engaged on their client facing activities 

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Proper monitoring on the fsa activities and be more engaged on their client facing activities 

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Help customers make sound goal-based decisions

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Help customers make sound goal-based decisions

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For clients who plan to surrender, advise the servicing FSAs to realign the client to be reminded of initial goal for availing insurance in the first place — retirement, health, estate. Conduct policy review the same manner as if presenting for new business; to retain the business. For the FSAs, as manager, remind them the impact of replacing policies may be detrimental to client and to FSAs, and should be generally discouraged. -allie

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Weekly JFW with FSA to assess and develop their skills.
Tap HNW businesses
Monitor productivity of FSAs

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Empower FSA’s by example.

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Motivate and Track where they are on the goals
More sharing of best practices during area meeting

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Identify Target Market and position a product that fits Clients needs in terms of priorities and financial capacities.

MommyJho🌷

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Regular monitoring or our PR activities. Not just to upsell/resell but to better serve our clients (aftersales service)
-RDF

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Policy Review

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Policy Review
Excellent Customer Service

Mark

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Continuously work on my own leadership skills through workshops, seminars and self assessment.

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*Push Digital Marketing
*Activity and promo for Bank Partners
*AH/AM Tactical Plan for the Area.

-Darryl

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maintain good relationship with clients and consistent PR

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Conducting policy review on a timely manner

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High Net Clients
AH intervention

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Regular PR

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Put the best interest or welfare of client’s needs

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Put the best interest or welfare of client’s needs

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Hear them up

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-Always practice Discipline and Consistency in executing All activities.
- Take a break if needed to recharge and perform better.

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Look for big tickets

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Daily governance of FSAs activities
Build a strong Team with right mindset and acivity driven
Build strong business relationship with Bank partners

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Take good care of your bank partners and its clients, access needs, policy reviews,

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set milestone for people

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Consistent touchpoint and coaching sessions with FSAs.

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*Guide new FSA
*Monitor/ Ff up SPM
*JFW W/ VIP clients esp. for new FSA

-Darryl

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Digital marketing and lead generation tactics specific to insurance

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Create activity and promo with bank partners-to entice to refer

Mark

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Do more sales generating activities with bank partners

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Develop fsas to convert low to mid level income clients.

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create activity for the team

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Weekly one on one

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Constant update with AH regarding the % attainment of each branch and identify those low performing and create activity to catch up and monitor the progress.

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Maximize all resources, being creative to produce results

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Enhance skills of FSA

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Be always on top of my SSC Action Plans
* 40 / 20
* Big Ticket
* Corp Accts
-RDF

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Subject yourself to continuous learning. This can improve oneself and impart gained knowledge to your team.

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Attend / Create trainings for the team

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Prioritize MENTAL HEALTH always!

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Coaching
Touchpoints

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Get out of your comfort zone. Stretch yourself and think out of the box.

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Teamwork, use of resources esp to bank partners, tactical promos

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Learn new everyday

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Focus on the activity and engagement

Mark

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Be more open to show compassion / loosen up

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Time management

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Enroll my FSAs via Pursuit Learning (assign LinkedIn learning of topics/skills) by scheduling the short courses 1 per week per FSA (different topics per FSA depending on skill)
- allie

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Governance
Focus
Bringing in the numbers

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✔️ Be consistent
✔️ Do not procrastinate
✔️ Build deeper relationship w/ my team and BP
-RDF

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Everyday Learning
Enhance Coaching approach
Time Management

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Weekly 1:1 check point with FSAs

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Choose your battles.

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Guide, lead them to success,

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Always find solutions. Push and never give up! 

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Always find solutions. Push and never give up! 

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Self care-
Healthy living
Time management
Organize daily task

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Refresh my self on product features
Read/Watch news regularly
Do coaching frequently

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On maintaining daily morning routine
Daily habit
Time management

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Time Management
Enhance coaching
Enhance partner engagement

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Expose more on Field Works, (experience is the best teacher) know the demographics, updates, concerns, continue to learn new strategies

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Regular Sales Pipeline Monitoring

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Learn something new every day.

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Focus on goals
More Travel

Mark

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Focus
Time Management
Spend Time with Family

-Darryl