Life Insurance Self-Assessment

To be completed by New Hire Life Insurance Specialists. Please take a moment to evaluate your proficiency in the following areas. By providing this information it will help us determin what area we may be of the greatest assistance to you in your development.

INSTRUCTIONS: PLEASE CIRCLE THE APPROPRIATE RESPONSE AS IT APPLIES TO YOU.
(1) POOR (2) BELOW AVERAGE (3) AVERAGE (4) GOOD (5) EXCELLENT

Name


  1. Computer Skills

            1 2 3 4 5      
      Ability to Provide Time Keeping & Reporting Poor Excellent  
      Microsoft Outlook Navigation Poor Excellent  
      Collaboration Website Navigation Poor Excellent  
      Understands CSAA Life Sales/Forms Poor Excellent  
      Understands Client Lead Management Poor Excellent  
      LifeView Navigation Poor Excellent  
      AS400 Navigation Poor Excellent  
      TLC Software & Forms Catalog Navigation Poor Excellent  
      Running Quotes/Illustrations Poor Excellent  
      Completing Electronic Applications Poor Excellent  
      Using the Annuity Calculators Poor Excellent  


  1. Product Knowledge

            1 2 3 4 5      
      Understands Term (and ROP) Poor Excellent  
      Understands Whole Life Poor Excellent  
      Understands Child Protector 21 Poor Excellent  
      Understands Choice Accumulator UL Poor Excellent  
      Understands LifeTime UL Poor Excellent  
      Understands Annuities Poor Excellent  


  1. Sales Process

            1 2 3 4 5      
      Understands AAA Life Compliance Requirements Poor Excellent  
      Understands CSAA Compliance Requirements Poor Excellent  
      Ability to Complete Client Service Folder Poor Excellent  
      Ability to Complete Approved Needs Analysis Poor Excellent  


  1. Underwriting New Business

            1 2 3 4 5      
      Ability to Predetermine Risk Classification Poor Excellent  
      Ability to Determine Case Requirements Poor Excellent  
      Ability to Complete Oral Swab Collection Poor Excellent  
      Understands How to Process New Business Poor Excellent  


  1. Compensation/Production

            1 2 3 4 5      
      Understands Minimum Production Requirements Poor Excellent  
      Understands Compensation Poor Excellent  
      Understands How to Calculate Overtime Poor Excellent  
      Understands Club Level Requirements Poor Excellent  


  1. Sales Skills

            1 2 3 4 5      
      Prospecting Ability Poor Excellent  
      Setting Appointments Poor Excellent  
      Presentation Skills Poor Excellent  
      Closing Skills Poor Excellent  
      Handling Objections Poor Excellent  
      Generating Referrals Poor Excellent  


  1. Other

            1 2 3 4 5      
      How to Use & Obtain Marketing Materials Poor Excellent  
      Understands How to Sell Memberships Poor Excellent