OLA Coach Manager Campus - Heartland Financial Group

OLA Coach/Manager Campus

university

View the Training Videos

1. Coach/Manager Overview

OLA On-boarding Process & Evolution (flowchart)

2. Unlicensed Prospect Interviews

3. Licensed Prospect Interviews

4. Paperwork / Training / Carriers

5. Get Them to Work

OLA Agent Weekly Production Report (fillable/saveable)

university

Library

Additional PDF’s

FastStart Dashboard Guide

MP Roadmap to Success

FE Roadmap to Success