Goals and Expectations


When an agent starts he will ask “How do I make it BIG here at AIM?” Follow these simple guidelines and you will.

  1. Attitude

    1. Always be positive – 10% of what happens to you, 90% of how you

    2. react to it.

    3. Work as a Team – Treat this job like you and your manager are all on

    4. the same team. Your manager is more of a coach than a boss.

    5. Never stop Studying

    6. Always have Confidence

  2. Work

    1. RICH OR POOR? – SET 3 APPOINTMENTS EVERY DAY

    2. 7 presentations a week

    3. 3-4 Sales a week

    4. 40 Hours a week

    5. Dress Code for appointments – dress for success, professional!

  3. Lead Program

    1. Follow the Lead Program Checklist

  4. Life Sales

    1. Goal 3-4 a week

    2. More importantly $4,000 in premium per week

    3. Paid For Goal, $10,000 per month

  5. Referral

    1. At least 3 referrals from every appointment

    2. Make more money when you sell referrals

    3. Study and memorize the referral script

  6. Bird Dog Fliers

    1. Maximize your potential Income

    2. Annuities

    3. Living Trusts

  7. Raises

    1. Starting contract 30 points lead 50 Points referrals

    2. First 20 sales 35 points lead 55 points referrals

    3. 72K Paid For 40 points lead 65 points referrals

    4. 175K Paid For 45 points lead 70 points referrals

    5. 250K Paid For 50 points lead 75 points referrals

      **As soon as you hit the premium for another raise contact your manager to have it changed immediately. You are in charge of your raises, track your premium well.

  8. Conventions

    1. 110K for convention with Corebridge

    2. One other person invited

    3. Top Quality vacation, top quality hotels

    4. Refer to the convention pamphlet for more information on this years

      convention

  9. Bonuses

    1. 30 Sales in 90 Days. Licensing Refund

    2. Use tracking sheet to track your sales

    3. 20% after $33,000 Paid For. See Corebridge bonus sheet for rules and

      conditions.