split rule in our team match up: match up: new licensed: direct qmd or trainers give 3 free cases...

14
Split rule in our team Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates who for the new fully licensed teammates who has done 10 field trainings, if 3 has done 10 field trainings, if 3 trainers, each trainer give 1 free case trainers, each trainer give 1 free case (choose cases within 3 months, after 3 (choose cases within 3 months, after 3 months, first three cases). months, first three cases). Licensed: Refer Agent/Write Agent: Licensed: Refer Agent/Write Agent: 40/60 40/60

Upload: oswald-stanley

Post on 14-Dec-2015

212 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

Split rule in our teamSplit rule in our team

Match UP: Match UP: New Licensed: Direct QMD or Trainers Give New Licensed: Direct QMD or Trainers Give

3 Free Cases (80/20 Split) or $500 for the 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates who has new fully licensed teammates who has done 10 field trainings, if 3 trainers, each done 10 field trainings, if 3 trainers, each trainer give 1 free case (choose cases trainer give 1 free case (choose cases within 3 months, after 3 months, first within 3 months, after 3 months, first three cases).three cases).

Licensed: Refer Agent/Write Agent: Licensed: Refer Agent/Write Agent: 40/6040/60

Page 2: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

Split rule in our team (Con.)Split rule in our team (Con.) Between sideline’s help: 50/50Between sideline’s help: 50/50

If sideline help talked recruit or case. No If sideline help talked recruit or case. No matter what time closed, split with matter what time closed, split with sideline. (example: A helps B’s team sideline. (example: A helps B’s team recruited C. When C’s case closed, no recruited C. When C’s case closed, no matter who closed this case, split with A)matter who closed this case, split with A)

****sideline take the first priority*******sideline take the first priority***

Page 3: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

Split Rule in Our team(Same Split Rule in Our team(Same QMD team)QMD team)

If in same QMD team, who closed the case, If in same QMD team, who closed the case, split with the one who referral the case. split with the one who referral the case. (example: if A ask B for help first, but B (example: if A ask B for help first, but B didn’t close the case, later on A ask C, C didn’t close the case, later on A ask C, C didn’t close the case also, Finally D closed didn’t close the case also, Finally D closed the case, D split with A)the case, D split with A)

If A doesn’t have license, who closed this If A doesn’t have license, who closed this case split with A’s upline until QMD level.case split with A’s upline until QMD level.****Referral take the first priority********Referral take the first priority****

Page 4: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

Split rule in our team (Con.)Split rule in our team (Con.) No matter Sideline or in same team, No matter Sideline or in same team,

who help recruited, the new recruit's who help recruited, the new recruit's case no matter what time closed, case no matter what time closed, split with recruiter. split with recruiter.

****Recruiter take first priority*******Recruiter take first priority***

Page 5: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

Split rule in our team (Con.)Split rule in our team (Con.)

A is Referral Agent, B is write agentA is Referral Agent, B is write agent A referral a client, B closed split with A, if A referral a client, B closed split with A, if

the client’s referral another client, B closed the client’s referral another client, B closed split with A, if client’s client referral another split with A, if client’s client referral another client to B, B no need split with A, if B help client to B, B no need split with A, if B help to recruit, the recruit go for A, no matter to recruit, the recruit go for A, no matter how many referralhow many referral***Referral agent take first priority for recruit; ***Referral agent take first priority for recruit;

Write agent take credit for client’s client referral Write agent take credit for client’s client referral case***case***

Page 6: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

Cost shareCost share If plug in the office, rent office, etc. direct MD If plug in the office, rent office, etc. direct MD

share with licensed team mates half. All the share with licensed team mates half. All the License or fully licensed team mates share License or fully licensed team mates share another half (plug in or rent office, please get another half (plug in or rent office, please get approve with your direct MD & QMD first)approve with your direct MD & QMD first)

If need rent place for BPM, like Library, study If need rent place for BPM, like Library, study room etc. all the licensed teammates who room etc. all the licensed teammates who attend the seminar share the cost. attend the seminar share the cost.

Who host the BPM, first joined cold market Who host the BPM, first joined cold market comer go for the one who host the BPM. For comer go for the one who host the BPM. For rest of them assigned by team leader.rest of them assigned by team leader.

Page 7: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

For the GuestsFor the Guests

If both teammates know 1 guest, If both teammates know 1 guest, who invite to our BPM, who has the who invite to our BPM, who has the priority to recruit and sale. If after priority to recruit and sale. If after 60 days, still can not recruit and sale, 60 days, still can not recruit and sale, the others can do follow up. the others can do follow up.

--Example--Example

Page 8: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

For Old PolicyFor Old Policy

If add to current policy, the original If add to current policy, the original write agent get the commission (base write agent get the commission (base on WFG rule)on WFG rule)

If change to the new policy, they new If change to the new policy, they new write/service agent get the commission write/service agent get the commission

If the Original write agent help, they If the Original write agent help, they new write/service agent split with the new write/service agent split with the Original agentOriginal agent

Page 9: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

For sideline helpFor sideline help

QMD decide to ask sideline’s helpQMD decide to ask sideline’s help If National referral:If National referral:

QMD talk with sideline’s QMD for QMD talk with sideline’s QMD for national referral national referral

Page 10: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

Office RuleOffice Rule

MC and Trainers 30 minutes early for MC and Trainers 30 minutes early for office training. office training.

All business associates, 15 minutes All business associates, 15 minutes early for prepare.early for prepare.

($5 contribution to office funding if ($5 contribution to office funding if late)late)

Page 11: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

Office Rule (Con.)Office Rule (Con.)

Dress Code:Dress Code:

Business Formal (suit & tie) required Business Formal (suit & tie) required for all Associates (Level 10) and above.for all Associates (Level 10) and above.

(First-time violators will get warning; (First-time violators will get warning; and the second time violators will not and the second time violators will not be allowed to enter office except back be allowed to enter office except back to change).to change).

  

Page 12: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

Office Rule Con.Office Rule Con.

No food in training room and No food in training room and conference room. conference room.

  Silence cell phones during the Silence cell phones during the training. ($5 contribution to Everest training. ($5 contribution to Everest event funding if violate)event funding if violate)

  Everest Office embraces positive, Everest Office embraces positive, disciplined, cooperative and united disciplined, cooperative and united team environment. team environment.

Page 13: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

Office Rule Con.Office Rule Con.

Everest Office embraces positive, Everest Office embraces positive, disciplined, cooperative and united disciplined, cooperative and united team environment. team environment. Greeting Guests (Let’s guests feel like Greeting Guests (Let’s guests feel like

belong to our group)belong to our group)

Page 14: Split rule in our team Match UP: Match UP: New Licensed: Direct QMD or Trainers Give 3 Free Cases (80/20 Split) or $500 for the new fully licensed teammates

It’s our business; It’s our It’s our business; It’s our team; It’s team’s teamteam; It’s team’s team

公正严明公正严明 , , 有容乃大有容乃大 至诚不欺,英雄基业至诚不欺,英雄基业

**Welcome Suggestions**Welcome Suggestions **All the Rule Reserve the right to change****All the Rule Reserve the right to change** **This split rule for our QMD base use only****This split rule for our QMD base use only**