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Wellness Consultant Introduction An unusual opportunity to help create a healthier nation while building your income. VERSION: 042010-3

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Due to our growth of employers participating in the Grant, we need help finding Coaches and Consultants to work with their employees. This is the role of the Wellness Consultant as described in this PowerPoint.

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Page 1: Wellness Consultant Introduction 2

Wellness Consultant Introduction

An unusual opportunity to help

create a healthier nation while

building your income.

VERSION: 042010-3

Page 2: Wellness Consultant Introduction 2

HEALTHY PEOPLE GRANTUnderstanding the big picture

Page 3: Wellness Consultant Introduction 2

A Holistic View On Health & Wellness

Physical Component

• Physical Functioning

• Bodily Pain• General Health• Bio-Metrics

Mental/ Emotional Component

• Mental Health• Vitality• Social Functioning

Preparedness Component

• Financial Health• Legal Protection

Three Components of

Wellness

Page 4: Wellness Consultant Introduction 2

Why Wellness Now? Risk Drives Cost!

• How much is employee risk costing in lost productivity, increased absenteeism, and excess claims cost?

• If you aren’t measuring it, you can’t manage it!

Page 5: Wellness Consultant Introduction 2

Six Components Of An Effective Behavioral & Lifestyle-Based Risk Management

Program

•health fair environment•health screenings conducted on-site

Wellness Launch

•state of the art, proprietary tool

•employee and spouse included•quick—only ten minutes to complete

Health Risk Assessment

•one on one consultation for all HRA participants to discuss next steps

•conducted face to face w/ local Health Coach, if available

Health Risk Review

•one on one coaching for high risk individuals ($)

• legal/financial resources ($)Intervention

•consistent promotion of timely health topics throughout the year

• includes on-site education

Monthly Presentations, Flyers & Newsletters

•discounts on wellness products and services, i.e., cholesterol and glucose testing ($)

Access To Additional Resources

1 2 3

4 5 6

Page 6: Wellness Consultant Introduction 2

INTRODUCTION What exactly does a Wellness Consultant do?

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Role Of The Wellness Consultant

• Wellness Consultants assist in creating a healthier nation by recruiting Coaches and Consultants to be involved with the Healthy People 2010 Grant

• Leadership opportunities exist for Wellness Consultants once you are Certified

• Wellness Consultants can also “wear other hats”:– as a Risk Management Consultant who develops and

implements employers participating in the Grant– as a Corporate Health Coach who works with the

employees and family members to get healthier

Page 8: Wellness Consultant Introduction 2

INCOME OPPORTUNITYHow does a Wellness Consultant get paid?

Page 9: Wellness Consultant Introduction 2

Four Commission Streams

1. Invite/register Symposium attendees– Why? Help people learn more about the lucrative field of

corporate wellness and help create a healthier nation together.

2. Teach Corporate Wellness Symposiums – Why? Generate up to $2,000 a day for educating.

3. Recruit Risk Management Consultants and Corporate Health Coaches– Why? We need more Consultants and Coaches to work with

our corporate clients participating in the Healthy People 2010 Grant.

4. Earn override commissions from Wellness Consultants you recruit who do #3 above

PLUS earn bonuses for developing leaders in your organization!

Page 10: Wellness Consultant Introduction 2

Income Stream #1: Symposium Registrations

• Simply invite prospective Coaches and Consultants to attend an upcoming Corporate Wellness Symposium– Obtain prospect list from our corporate office– Can be a local event or not, doesn’t matter

• Earn $20 per registrant for the morning session• Earn $40 per registrant for the entire day’s training

(entitling them to become a Certified Corporate Health Coach)

• Once the prospect attends a Symposium, enroll them to be a Consultant or Coach and earn those commissions too!

Page 11: Wellness Consultant Introduction 2

Income Stream #2: Teaching Corporate Wellness Symposiums

• Once you reach the level of Certified Wellness Consultant, you are eligible to teach Corporate Wellness Symposiums– Coach others to fill the seats and earn valuable overrides while you

focus on educating

• You are paid up to $2,000 per day plus approved travel expenses for teaching a Symposium– Specifically, $50 per participant with a target class size of 40 persons

• Certified Wellness Consultants can teach up to five Symposiums per week– That’s a great income for simply educating about Corporate Wellness

and the Grant

PLUS– Commissions for attendees who come aboard as a Risk Management

Consultant or Corporate Health Coach

Page 12: Wellness Consultant Introduction 2

Income Stream #3: Recruiting Risk Management Consultants

Level Annual Commission

1 (direct recruit) $125.00

2 $62.50

3 $25.00

4 $15.00

5 $10.00

6 $7.50

7 $5.00

• Commissions are paid upon a Risk Management Consultant signing up on www.healthypeople2010grant.org and referencing you as the referral source.

• Above commissions are paid in year one and annually thereafter as the Risk Management Consultant renews and pays their renewal training fee.

Page 13: Wellness Consultant Introduction 2

Income Stream #3: Recruiting Corporate Health Coaches

Level Annual Commission

1 (direct recruit) $250.00

2 $125.00

3 $50.00

4 $30.00

5 $20.00

6 $15.00

7 $10.00

• Commissions are paid upon a Corporate Health Coach signing up on www.healthypeople2010grant.org and referencing you as the referral source.

• Above commissions are paid in year one and annually thereafter as the Corporate Health Coach renews and pays their renewal training/membership fee.

Page 14: Wellness Consultant Introduction 2

$1,000 In Bonuses Paid Out For Every New Leader Developed!

Level One-Time Bonus

1 (direct recruit) $400

2 $200

3 $150

4 $100

5 $75

6 $50

7 $25

• Leadership Development Bonuses are paid once a down-line Wellness Consultant meets Certified Wellness Consultant criteria and teaches first Symposium.

Coach Wellness Consultants on your team to reach Certified Wellness Consultant level and earn a Leadership Development Bonus!

Page 15: Wellness Consultant Introduction 2

COMMUNITY-BASED INITIATIVES

What is a Community-Based Initiative and why should I participate?

Page 16: Wellness Consultant Introduction 2

Community-Based Initiative (CBI) 101

• We have grant funding to start 100 CBIs per year for the next several years– The purpose of which is to be a catalyst to reach the Healthy People goals:

• 75% of employers to have an active and outcomes-oriented health promotion program in place

• 75% of employees at said employers actively participating

• CBIs are the most effective and efficient method for developing numerous employer relationships resulting in the:– Most significant impact on improving the health of the community– Most significant way to generate the most financial rewards for your

participation

• While Wellness Consultants are not limited to developing relationships in a given CBI, participation in a CBI is a preferred methodology for business development as we’ll need multiple Coaches and Consultants to work with the employers– As a Wellness Consultant, you are the recruitment team to find the Corporate

Health Coaches and Risk Management Consultants to work with Grant-participating employers and their employees!

Page 17: Wellness Consultant Introduction 2

Community-Based Initiative (CBI) 102

• How do I decide if I want to form a new CBI or plug into an existing one?– First, visit with corporate about the current status of CBIs in your

community– Second, determine if you would rather be a facilitator of a CBI or

just a participant

• Role of the CBI Facilitator– Typically a combo RMC/Wellness Consultant– Facilitates the creation and oversight of the local Advisory Board– A very visible, empowering role– Expect to dedicate an average of an hour or two per week to the

CBI Facilitator role

• More information about CBIs on the Grant’s website: www.healthpeople2010grant.org

Page 18: Wellness Consultant Introduction 2

Community-Based Initiative (CBI) 103

• Simply stated, how does a CBI unfold?– A defined geographic area is “chartered” (formed and grant-funded)

• Requires a designated facilitator

– Advisory Board created• 9 persons with about half local Coaches and Consultants and other half

key stakeholders

– Symposium and initial Advisory Board meeting held• Symposium is effective in both educating Consultants and Coaches as

well as serving as an opportunity for others interested in the field of corporate wellness to learn more

– Employers are surveyed (and again annually)– RMCs meet with survey participants to conduct a “gap analysis” to

explain difference between current programming and what is needed to earn the “Healthy Workplace” designation

• As ~90% of the time the grant will fund the programming needed to close the gap, RMC simply serves as an educator and consultant—not a sales person as no cost to the employer to participate

• ~50% of the employers will get involved after the gap analysis

Page 19: Wellness Consultant Introduction 2

LEVERAGING SYMOSIUMS FOR A FAST START

Making money—it’s quick and easy, really!

Page 20: Wellness Consultant Introduction 2

How To Make $2,000 In Your First 30 Days

• Pick a Corporate Wellness Symposium to invite prospects to– Select one already scheduled (see www.hp2010grant.org) OR– Visit with corporate about other markets eligible for a

Symposium

• Invite people to the Symposium– We’ll help you identify prospective attendees and help you

reach out to them

• Follow up with the Symposium attendees after the event to see if they would like to bump up to the Coaching Program or become a RMC (generating even more commissions for you)

• Remember, once you are Certified, you can teach the Symposiums and generate up to another $2,000 per event!

Page 21: Wellness Consultant Introduction 2

Income Proforma For One Symposium

• Scenario A: Let’s look at a reasonable income projection for you working on inviting prospects to one Symposium with 250 targeted health and wellness prospects

• Symposium registrations– 3% (8) register for morning session only

• $160 for you (8 x $20)

– 3% (8) register for full day/Certification• $320 for you (8 x $40)

• Of the 16 who attend, half bump up to a more significant role– 4 become RMCs

• $500 (4 x $125)

– 4 become Corporate Health Coaches• $1,000 (4 x $250)

• $1,980 in income for you from one Symposium without ever leaving your home office.– Assuming 10 hours of time invested, you’ve made $198 per hour

• Work on one Symposium a week to keep the funnel filled!

Page 22: Wellness Consultant Introduction 2

Income Proforma For One Symposium

• Scenario B: Let’s look at a reasonable income projection for you when you have a Wellness Consultant doing the same as you did on the prior slide

• Of the 16 who attend the Symposium, half bump up to a more significant role– 4 become RMCs

• $250 (4 x $62.50) override commissions

– 4 become Corporate Health Coaches• $500 (4 x $125) override commissions

• $750 in income for you from one Symposium without doing anything but recruiting the Wellness Consultant who did the work– Remember this took zero (0) hours of your time

• Get four Wellness Consultants generating one Symposium per week and you are earning $12,000 in monthly passive income!

Page 23: Wellness Consultant Introduction 2

NEED MORE INFORMATIONStill not convinced?

Page 24: Wellness Consultant Introduction 2

More Information So You Can Make An Educated Decision

• Conference calls are held four days a week to help you understand roles/benefits and answer your questions– Details on www.healthypeople2010grant.org

• Review information on the website• Join us for a Symposium

Page 25: Wellness Consultant Introduction 2

NEXT STEPSLet’s Give It A Try

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3 Simple Steps To Get Started

1. Enroll as a Wellness Consultant on www.healthypeople2010grant.org

2. We’ll quickly get you your Wellness Consultant Orientation Kit

3. Next, we’ll create a 90 day plan so you can hit the ground running and generate income within days

Questions?

Follow up with the Wellness Consultant who invited you to review this information or call us @ 800-429-4556.