6-Week Sales Training & Onboarding for New Team Members

Start Date: September 4^th
Format: 2 live, interactive sessions per week (60 minutes each – 16 total sessions) plus check-ins and phone calls throughout the week as needed

Program Overview

At TMP, we believe that a strong sales foundation is the key to consistent production and long-term team member retention. Our Onboard to Sell bootcamp equips new and developing team members with the sales and service skills they need to thrive in their role, generate revenue, and build lasting confidence — the kind that keeps them engaged, motivated, and committed to growing their career in your agency.

What Your Team Member Will Be Able to Do by the End:

1. Turn Service into Sales – Confidently pivot from everyday service calls (payments, claims, coverage updates, added policies) into Life, Health, and Fire sales.
2. Run a Raw New Auto Conversation – Keep it simple, value-driven, and able to transition naturally into financial services.
3. Tailor Their Opening to the Lead Type – Know exactly what to say to an Internet Lead, Referral Lead, Inbound Call, Win-Back, etc.
4. Get More People on the Phone – Apply proven strategies to increase answer rates and callbacks.
5. Sell Through Trust & Benefits – Build rapport quickly and make offers customers actually want.
6. Identify and Fill Real Needs – Ask better questions, listen for buying cues, and provide tailored solutions.
7. Grow & Manage a Sales Pipeline – Keep leads organized, follow up consistently, and move opportunities forward.
8. Handle and Prevent Objections – Use language, tone, and timing to prevent resistance before it starts, and respond confidently when pushback happens.
9. Think Like a Top Producer – See the role as an opportunity, not just a job. Understand their earning potential, get excited about the opportunity, and develop the habits, focus, and drive of a top performer.

6-Week Curriculum

Weeks 1–2: Foundations & Auto Sales

• Winning the day: daily success strategies & activity rhythm
• Positive mindset & productivity habits
• Raw New Auto conversation framework
• Preventing & handling common new business objections
• Pipeline setup, tracking, and follow-up tactics

Weeks 3–4: Service-to-Sales Pivots

• Spotting sales opportunities in daily service work
• Seamless, low-resistance transitions
• Role-play: payments, claims, coverage changes
• Key plays:
• STDI with renters rewrite or raw new
• Mortgage protection
• Auto loan protection
• Youthful driver
• Selling the call back

Weeks 5–6: Mastery & Momentum

• Layering pivots in multi-product conversations
• Live role-play with real-time feedback
• Reading customer cues & adjusting approach
• High-level objection prevention & objection handling mastery
• Sustaining results & consistency post-bootcamp

Our Goal

To ensure every team member leaves fully capable of managing their workday, producing sales from both service and new business, and thinking like a top producer from day one — creating immediate impact and long-term stability in your agency.