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BRANCH MUTUAL AGREEMENT 7. After three months from the time of coding as a Financial Consultant, you are expected to be able to make sales calls independently. You are also expected to be prepared during sales calls, including having the necessary forms, quotation proposals, coordinating with area assistants and diagnostic laboratories for medical examinations when necessary. You are assured of full support in preparing and training you for these duties. 8. Our service to our clients begins after closing the sale; you are expected to maintain a complete and organized filing system prescribed by the area. We have the forms and tools that you can adapt for your record-keeping. 9. We treat this career as our business. In this regard, we encourage you to work full-time. A. In the event that you decide to pursue other career, employment or business, then we will ask you to choose which will be your sole endeavour. B. However, during the time that you join the business as part-time, you agree to be re-evaluated after 3-6 months of tenure wherein the management team and you will draw an agreed time frame for you to go full-time. 10. We expect you to continue enhancing your knowledge and skills by attending branch and unit meetings (including all business planning sessions, and other activities) as scheduled for the purpose of updating knowledge about products, sales techniques, and technical skills as well as providing much needed motivational support. In this regard, you should be present in at least 80% of all area and unit meetings. COMMITMENT TOWARDS THE COMPANY AND THE INDUSTRY 1. You should attend all company activities such as but not limited to sales rallies, product launchings, trainings, and economic briefing. 2. You should be a member of our industry association, Life Underwriter’s Association of the Philippines (LUAP). You should aim to become a member of the Million Dollar Round Table (MDRT) and attend MDRT conventions to foster that sense of professionalism. 3. We expect you to participate to the best of your ability, in all agency/ company/industry contests. We expect you to be a member of the Achievers’ Club. PAGE 4
BRANCH MUTUAL AGREEMENT 4. You should respect our management, administrative staff, leaders, and team members. 5. We expect you to be aware at all times of the Branch Mission and Vision, terms of the Mutual Agreement, goals and work ethics, rules written in our Career Agent’s Master Agreement (CAMA) and various memos (e.g. cut-off schedules) of PRU LIFE UK and act accordingly. 6. You should take care of the assets provided by the company such as office furniture/fixtures, projectors, and other equipment. 7. You accept the consequences of failing to meet the minimum performance standards by agreeing to resign. Minimum performance standard of the branch is set at P250,000.00 per year and a persistency of 85%. 8. In the event you fail to produce an OL (Ordinary Life) or UL (Unit-Linked) sale and non-attendance of meetings for 3 consecutive months, you agree to be re-evaluated by the management team. 9. In the event that you are no longer connected, you agree to work with the assigned Financial Consultants and agency leaders to do the necessary turnover in terms of endorsing the assigned Financial Consultants and agency leaders to the clients. I have read and understood this Mutual Agreement and will fully comply with its provisions and I understand that this is over and above what I will sign up as Career Agent of PRU LIFE UK. I agree to uphold this agreement during my stay with the JADEITE BRANCH. PAGE 5
Page 1 and 2: S A L E S K I T & B U S I N E S S G
Page 3 and 4: You are now a Financial Consultant
Page 5 and 6: WELCOME TO JADEITE! If you are comm
Page 7: BRANCH MUTUAL AGREEMENT 3. This is

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