Leader’s Business

Plan | Shifting Gears

01 January 2022
 Contents

01 02 03
Branch/Team’s Description & Goals, Vision, Mission, and Values Recruitment and Selection
Introduction

04 05 06
Organization Chart Recruitment Process Weekly Calendar

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 Section 01

Mt. Diuata

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 Leader’s Business Plan | Shifting Gears

Branch or Team’s Description & Introduction

Explain the following:

1. Why such is your team’s name?

The Team’s name Mt. Diuata is inspired by the highest
peak in the Province of Surigao del Sur. From the name
itself, it refers to DIWATA which is a fascinatingly
magical creature in Filipino Culture that protects nature.
Thus, at Team Mt, Diuata WE aspire to champion and Insert photograph
bring the value of life protection to our clients.
2. What is the origin of the name?

3. What kind of team you want or already have?

The team comprised of planners committed to take the
leap and go further.

No need to be too detailed about this.

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 Section 02

Goals, Vision,
Mission, and Values

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Goals

Smart Goal No. 1: Recruit and Code at least one new Smart Goal No. 4: Carry-out a minimum of 300K APE
1 planner per month to the Team 4 monthly production

Smart Goal No. 2: 85%- 100% month on month Active Smart Goal No. 5: Achieve a full validation of the
2 Ratio for my team 5 Team

Smart Goal No. 3: Achieve 85%- 100% Rocketstarter Smart Goal No. 6 (e.g., 100% month on month Active
3 qualifiers among new planners per quarter 6 Ratio for my team)

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Vision Statement

A forefront in delivering quality and

innovative Financial Wealth Planning
Services to every Filipino.

Insert photograph

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Mission Statement

Mt Diuata shall contribute to the inclusive growth of Insured

Filipinos in the country though continual efforts in bringing
proactive Financial Planners and impactful insurance policies
utilizing technology and innovation at the heart of our quality
Financial Wealth Planning Services.

Insert photograph

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 Leader’s Business Plan | Shifting Gears
Values
MT DIUATA believes to a hero to those we protect and serve. Together, we dare to
take the L.E.A.P.
1 LOVE: We love the work that we do in champ 4 Value No. 4: One sentence description

2 EXCELLENCE: We manifest excellence in all our 5 Value No. 5: One sentence description
transactions and

3 Value No. 3: One sentence description 6 Value No. 6: One sentence description

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 Section 03

Recruitment and
Selection

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Source of Recruits

• Source of recruits refers to the place, people, or platform from

where, who, or which your recruits will come from
• Examples are:
a. Former colleagues
b. Friends
c. Social media (specify the particular platform)
Insert photograph
• Don’t just indicate the source. Also explain why the indicated
source is a good source of recruits for you

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Expectation-Setting (See Notes Below)

Expectation No. 1 (e.g., Apat Dapat every month) Expectation No. 4 (e.g., Apat Dapat every month)
1 4

Expectation No. 2 (e.g., Regular attendance to our Expectation No. 5 (e.g., Regular attendance to our
2 weekly Elite Builder Session) 5 weekly Elite Builder Session)

Expectation No. 3 (e.g., Regular attendance to our Expectation No. 6 (e.g., Regular attendance to our
3 weekly Elite Builder Session) 6 weekly Elite Builder Session)

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BOP Propositions

WHY INSURANCE? WHY YOU AS A LEADER?

Why is today the best time to become a Financial Advisor? Life before joining the life insurance industry (including challenges and
1 Why the insurance industry gives the best in income, provides
4 overcoming those)
independence and impacts other people’s lives? Life after joining FWD and the Branch (positive changes that happened
in life)
Branch awards and recognitions (MDRTs, ELITES, incentive trips)
Share your history of success

WHY FWD? COMMITMENT TO ACTION

Corporate video Coding and Licensing requirements
2 FWD’s vision and digital strategies
5 Enrollment procedures in our Smart Recruitment Tool (SRT)
FWD’s support to the agency force (i.e. training, digital marketing Q&A
ecosystem)

WHY YOUR BRANCH?

Share your Branch’s Mission, Vision, and Values
3
Describe your branch culture and activities
Share your branch’s success in developing people

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 Section 04

Organization Chart

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 Leader’s Business Plan | Shifting Gears

Organization Chart (Sample Only)

Juan Dela
Cruz
FWM

Maria
Santos
Staff

Marissa
Jose Mari Pedro Cruz Your FWO
Rodriguez
FWO FWO FWO FWO

You
AFWO

Recruit 1 Recruit 2 Recruit 3

FWP FWP FWP
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 Section 05

Recruitment Process

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Recruitment Process (Sample Only)

Initial Final ALEX

Interview Interview Registration

Invitation to Visit to EB
Examination
BOP sessions

Second Introduction
Coding
Interview to colleagues

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 Section 06

Recruitment Profile:
Interview Guide

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 Leader’s Business Plan | Shifting Gears

Interview Guide Questions

Guide Question No. 1 Guide Question No. 4

1 4

Guide Question No. 2 Guide Question No. 5

2 5

Guide Question No. 3 Guide Question No. 6

3 6

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 Section 07

Weekly Calendar and

24/7 Activity
Management
Monitoring

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 Leader’s Business Plan | Shifting Gears

Calendar and
Activity
Management
Monitoring
(Sample Only)

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 Section 08

On-boarding Training
Program Checklist and
90-Day Plan
(Activity Management)

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 Leader’s Business Plan | Shifting Gears

Activity Management Plan (Sample Only)

Last 30 Days: 61st to 90th

First 30 Days: 0 to 30 Day
th
Next 30 Days: 31 to 60 Day
st th
Day

• Connect • Able to Present Company Profile • Obtain company issued tablet

• Click to Sell • Memorize FWD Product • Reach monthly target income
• Circuit
Knowledge

• Advance Sales Techniques • Able to do FNA • Minimum of 6 policies for Rocket

• Finish mandatory Courses: • Able to close Start
a. FATCA • Able to handle objections • Achieve monthly target income
Skill b. AML-CTF for Distributors
c. Revised MCG and Code of
Discipline

• Estate Planning • Develop Expertise in Sales Process • Receive ROCKET START

• Business Insurance • Develop Expertise in Product platinum award
Goal Positioning • Achieve monthly target income

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Thank you.