Example of Builders Training for New Agent Onboarding:
In a block training format, key learning modules are grouped into distinct blocks, each focusing on a specific set of skills or knowledge. Here’s how it might look for new agents:
Block 1: New Agent Onboarding (Zoom Online)
Duration: 1 Hour
Content: Company introduction, compliance, core systems, product knowledge, customer service standards.
Assessment: Short quiz and participation check.
Block 2: Field Training (10 Sessions)
Duration: 2 weeks (5 sessions per week)
Content: 10 Different Experiences:
On-the-job shadowing,
hands-on practice with real customers
Annuities 50+ Clients Demonstration
IUL's 20-50 Clients Demonstration
Role Playing / Practicing
Q&A's
Assessment: Supervisor reviews and skills demonstration checklist.
Block Training Flow:
Agents complete the onboarding block in a structured environment.
Once onboarding is finished, agents move as a group into the field training block.
Each field training session builds on the previous one, allowing agents to apply classroom learning in real scenarios.
Upon completion of all blocks, agents are evaluated for readiness to operate independently and to become field trainers.
Key Features:
Trainees progress together from one block to the next (no group overlap or skipping).
Each block is self-contained but sequentially dependent.
Ensures all agents receive the same foundational knowledge before practicing in the field.
New Agent Block Training Schedule
