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This document outlines the preparation and training session for Whole Life insurance agents, including key features, training materials, and objectives for effective training.
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How to fill out PRODUCT TRAINING

01
Gather all necessary product information and training materials.
02
Create an outline of the key topics to cover in the training.
03
Develop training objectives that clearly state what participants will learn.
04
Set up a training schedule, including dates and times for sessions.
05
Choose the format of the training (e.g., in-person, online, hybrid).
06
Prepare training materials (presentation slides, handouts, quizzes, etc.).
07
Conduct a trial run of the training session to test the flow and materials.
08
Deliver the training session, ensuring to engage participants and encourage questions.
09
Collect feedback from participants to improve future training sessions.
10
Evaluate the effectiveness of the training based on participant performance and feedback.

Who needs PRODUCT TRAINING?

01
New employees who will be working with the product.
02
Sales and marketing teams to effectively promote the product.
03
Customer support staff to assist customers with product-related inquiries.
04
Any existing employees who need to refresh their knowledge about the product.
05
Partners and resellers who sell or distribute the product.
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PRODUCT TRAINING refers to the process of educating individuals about the features, benefits, and proper usage of a specific product to ensure effective selling and customer satisfaction.
Typically, sales representatives, customer service agents, and any personnel involved in the selling or support of the product are required to undergo and file PRODUCT TRAINING.
To fill out PRODUCT TRAINING, individuals usually need to complete a structured program that may include online courses, assessments, and practical demonstrations, followed by submitting their training records or certificates.
The purpose of PRODUCT TRAINING is to equip employees with the necessary knowledge and skills to effectively promote, sell, and support a product, ensuring customer satisfaction and maximizing sales.
Information that must be reported on PRODUCT TRAINING includes the individual's name, training completion dates, topics covered, assessment scores, and any certifications earned.
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