guidelines for advancement - united american
TRANSCRIPT
LNL2195 1014
OBJECTIVES• In collaboration with your managers recruit and build your team of 1-6 Agents• Field train new Agents• Identify potential managers in your team for SA position
BENEFITS
• Build your team• Override commissions on your team• Opportunity to attend Leadership Academy 101
QUALIFICATIONS
• Minimum production level of $10,000 Annual Premium (AP) net submit in the 8 weeks prior to advancement
• Declines, Cancellations, and Not-Takens (DCN) and Persistency rate must be better than the Company average
• Must be recommended by the Agency Owner and approved by the Home Office
Typically: 90 days
SUPERVISING AGENT
$40K-$65K
LIBERTY NATIONAL CAREER TRACKGUIDELINES FOR ADVANCEMENT
LNL2195 1014
OBJECTIVES• In collaboration with your managers recruit and build your team of approximately 2-3 SAs with
approximately 1-6 Agents per SA• Field train new Agents • Develop existing SAs and identify potential managers in your team
BENEFITS
• Build your team• Override commissions on your team• Opportunity to attend Leadership Academy 201 and 301• Increased residual income• Qualify for Convention based on your team’s results
QUALIFICATIONS
• Minimum $3,000 Annual Premium (AP) net submit in production on a 13-week average from Agents on the Supervising Agent’s team. The Supervising Agent’s personal production will be excluded from the $3,000 minimum
• Minimum 3 active Agents• Declines, Cancellations, and Not-Takens (DCN) and Persistency rate for all business written by
Agents on the Supervising Agent’s team must be better than the Company average• Must have completed Liberty Leadership Academy 101• Must be recommended by the Agency Owner and approved by the Home Office
Typically: 6-18 months
AGENCYDIRECTOR
$75K-$150K
LIBERTY NATIONAL CAREER TRACKGUIDELINES FOR ADVANCEMENT
LNL2195 1014
OBJECTIVES• In collaboration with AO recruit and build your first team. Each team should include at least 1 AD
and 2-3 SAs supervising 1-6 Agents per SA.• Outline detailed plans to add another team within 6 months• Field train new Agents and SAs• Work with ADs to help grow satellite locations
BENEFITS
• Build your team• Override commissions on your team• Increased residual income• Qualify for Convention based on your team’s results
QUALIFICATIONS
• Open a satellite office• Must be approved by the Home Office
Typically: 12-24 months
REGIONAL AGENCYDIRECTOR
$85K-$200K
LIBERTY NATIONAL CAREER TRACKGUIDELINES FOR ADVANCEMENT
LNL2195 1014
OBJECTIVES• Recruit to build your team of approximately 2-3 RADs, 3-6 ADs, 12-18 SAs with approximately
1-6 Agents per SA• Train new Agents and managers• Identify potential managers in your team for all leadership positions
BENEFITS
• Build your team• Override commissions on your team• Increased residual income• Qualify for Convention based on your team’s results
QUALIFICATIONS
• $175,000 FYA production in previous 12 months• Minimum of two active SAs• DCN and Persistency rate for all business by the AD’s team is better than the Company average• Attend Leadership Academy 101, 201, and 301• An expressed desire to become an Agency Owner• Must be approved by the Home Office
Typically: 2 years+
AGENCYOWNER
$150K-$1MILLION+
LIBERTY NATIONAL CAREER TRACKGUIDELINES FOR ADVANCEMENT