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  2. 2014
  3. July
  4. N
  5. New FR 6 Month Launch Survey
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Hello!

You are invited to participate in a 6 Month Launch Survey. It is very important for us to receive your candid feedback in order to be more effective in your training and, ultimately, in the success of your career with us.

Your survey responses will be used for the purpose of intentional conversations between yourself and your Launch Team to continuously improve your success as an FR. If you have questions at any time about the survey or the procedures, you may contact Amy Hauser at 414-659-2994 or by email at [email protected].

Thank you very much for your time and support. You may expect a follow-up call to schedule a meeting with Amy to dive deeper into conversation and employ adjustments needing to be made to your practice.

Please start with the survey now by clicking on the Continue button below.
 
 
 
On a scale of 1-5 (1 being Not Confident and 5 being Extremely Confident), please rate your confidence level in successfully conducting the following:
Data Gathers
Case Prep & Analysis
Take Action/Closing Sales
Prosecting
 
 
On a scale of 1-5 (1 being Not Confident and 5 being Extremely Confident), please rate your confidence level in successfully conducting the following:
* Data Gathers
* Case Prep & Analysis
* Take Action/Closing Sales
* Prospecting
 
 
 
* On average, how many of the below type of appointments are you holding on a weekly basis?
Prospect Connects
Data Gathers
Take Actions
 
 
 
* How often do you utilize the Sales Desk to help with case prep?
 
Daily
 
Weekly
 
Monthly
 
Never
 
 
How satisfied are you with the following:
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
* Availability of your Partner when needed:
* Availability of your Partner to run JFW:
 
 
On a scale of 1-5 (1 being lowest, 5 being highest), how successful do you feel the relationship is between yourself and the following people in preparing you for a successful career at this point?
* Your Partner
* Your CET
* Your JFW Mentors
* The RFO Staff
 
 
On a scale of 1-5 (1 being Not Confident and 5 being Extremely Confident), rate your confidence level on your understanding of positioning the following products:
* Life insurance
* Disability Insurance
* Mutual Funds
* Annuities
* Long Term Care
 
 
 
* Today, what are the most and least favorite parts of your career?
   
 
 
 
* Today, what are the most vital areas you feel you need to improve in your career?
   
 
 
 
* What are you doing to continuously improve your sales skills and knowledge of the industry?
   
 
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