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BRANCH MUTUAL AGREEMENT<br />
7. After three months from the time of coding as a Financial Consultant, you<br />
are expected to be able to make sales calls independently. You are also<br />
expected to be prepared during sales calls, including having the necessary<br />
forms, quotation proposals, coordinating with area assistants and<br />
diagnostic laboratories for medical examinations when necessary. You are<br />
assured of full support in preparing and training you for these duties.<br />
8. Our service to our clients begins after closing the sale; you are expected to<br />
maintain a complete and organized filing system prescribed by the area.<br />
We have the forms and tools that you can adapt for your record-keeping.<br />
9. We treat this career as our business. In this regard, we encourage you to<br />
work full-time.<br />
A. In the event that you decide to pursue other career, employment or<br />
business, then we will ask you to choose which will be your sole<br />
endeavour.<br />
B. However, during the time that you join the business as part-time, you<br />
agree to be re-evaluated after 3-6 months of tenure wherein the<br />
management team and you will draw an agreed time frame for you to<br />
go full-time.<br />
10. We expect you to continue enhancing your knowledge and skills by<br />
attending branch and unit meetings (including all business planning<br />
sessions, and other activities) as scheduled for the purpose of updating<br />
knowledge about products, sales techniques, and technical skills as well<br />
as providing much needed motivational support. In this regard, you should<br />
be present in at least 80% of all area and unit meetings.<br />
COMMITMENT TOWARDS THE COMPANY AND THE INDUSTRY<br />
1. You should attend all company activities such as but not limited to sales<br />
rallies, product launchings, trainings, and economic briefing.<br />
2. You should be a member of our industry association, Life Underwriter’s<br />
Association of the Philippines (LUAP). You should aim to become a member<br />
of the Million Dollar Round Table (MDRT) and attend MDRT conventions to<br />
foster that sense of professionalism.<br />
3. We expect you to participate to the best of your ability, in all agency/<br />
company/industry contests. We expect you to be a member of the<br />
Achievers’ Club.<br />
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