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Set Up Your Agents and Managers
for Success

Sales hiring assessments, sales effectiveness programs, industry education, and leader training opportunities to help you effectively hire and onboard sales professionals, develop and retain your advisors and managers, and create transformative leaders.


Create an Elite Sales Team

Are you facing challenges in identifying and recruiting top-tier sales professionals? Do you struggle with maintaining consistent training across your sales teams? Are you hiring sales professionals new to the insurance industry who need an industry education? Are you looking for ways to inspire and retain your top advisors and managers while ensuring superior performance?

We can help.


Recruit and Select Successful Sales Advisors

Career Choice

Hire top advisors

PROVEN RESULTS
Throughout Asia, high-scoring candidates are significantly out-selling low-scorers.

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Personality Styles Profile

Unveil your candidate’s sales style and performance insights

TAIWAN
Those who rated above average on the assessment had a 52% increase in total first-year commissions.

MEXICO
Those who rated above average on the assessment had a 64% increase in average premium for the first six months.

HONG KONG
Those who rated above average on the assessment had a 45% increase in production in the top 25% of first-year sales reps.

* Source: Personality Styles Profile Validity Study

 

 

Provide Industry Knowledge and Training
for New Advisors


Fellow, Life Management Institute (FLMI) Designation

Boost business performance with industry knowledge.

 

 

 
 






 

 

 

2
Associate, Life Management InstituteTM (ALMITM)
FLMI LEVEL 1 Certification
Insurance Fundamentals plus

LOMA 302 — The Policy Lifecycle: Insurance Administration
LOMA 308 — The Business of Insurance: Applying Financial Concepts
LOMA 321 — Insurance Marketing: Connecting With Customers
3
Fellow, Life Management InstituteTM (FLMITM)
Associate, Life Managment InstituteTM plus

LOMA 311 — Business Law for Insurance Professionals
LOMA 335 — Operational Excellence for Insurance Professionals
LOMA 357 — Institutional Investing: Principles and Practice
LOMA 361 — Accounting and Financial Reporting in Life Insurance Companies
LOMA 371 — Risk Management and Product Development for Life Insurance Companies
 



1
FLMI LEVEL 1 Certificate in Insurance Fundamentals

LOMA 281 — Meeting Customer Needs With Insurance and Annuities
LOMA 291 — Improving the Bottom Line: Insurance Company Operations

Master Financial Advisor Designation

Transform your team’s potential.

This highly respected designation not only boosts your advisors' credibility but also sharpens their
expertise, empowering them to confidently tackle complex sales challenges. Investing in this
certification shows your commitment to excellence in the insurance industry and equips your team
to excel, driving success for both your advisors and your organization.



Strengthen Current Advisors

Trustworthy Selling

Effectively train and retain your sales professionals to increase their productivity
and success in the industry with proven results.

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reward



Reward and Recognize Advisors

International Quality Award

The LIMRA IQA is a globally recognized award for quality and persistency, with over 35,000 awarded annually.

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Develop Top Performing Agencies

Equip leaders to run a top performing agency. Foster professionalism and equip managers with essential, proven skills to build and sustain a highly productive agency.

 

Cultivate New Leaders

Develop the next generation of leaders through management basics, skill development, operational and growth sales, and advanced management proficiencies.

Fast Track to Management

  • Accelerate the path to management excellence
  • Gain invaluable insights and proven practices from industry leaders
  • Master essential techniques for sourcing, attracting, and nurturing new sales agents
  • Develop crucial skills and insights required for heightened responsibilities and enhanced accountability

Pacesetter

Manager development: Best practices for recruiting, selecting, training, and managing today’s top sales talent

Agency Management Training Course (AMTC)

Skill development and enhancement: Develop and sharpen 28 specific managerial skills

 


Advance Current Leaders

Set up manager performance with management basics, skill development,
operational and growth sales, and advanced management proficiencies.

AGENCY ENHANCEMENT SERIES (AES)
OPERATIONAL AND GROWTH SALES
Expand, sharpen, enhance, and refine necessary sales management skills
MANAGING AGENCY PROFITABILITY SEMINAR (MAPS)
ADVANCED MANAGEMENT AND PERFORMANCE
Help boost experienced sales managers to a higher level of performance and success

 

CIAM Designation

Transform your agency management.

CIAM

Chartered Insurance 
Agency Manager

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1
PACESETTER
MANAGEMENT DEVELOPMENT
Best practices for recruiting, selecting, training, and managing today’s top sales talent
 2
AGENCY MANAGEMENT TRAINING COURSE (AMTC)
SKILL DEVELOPMENT AND ENHANCEMENT
Develop and sharpen 28 specific management skills
3
AGENCY ENHANCEMENT SERIES (AES)
OPERATIONAL AND GROWTH SALES
Expand, sharpen, enhance, and refine necessary sales management skills
4
MANAGING AGENCY PROFITABILITY SEMINAR (MAPS)
ADVANCED MANAGEMENT AND PERFORMANCE
Help boost experienced sales managers to a higher level of performance and success
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New and developing
mangers
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4.5 days
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Established
managers
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3 days
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Developing and experienced managers
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13 days or 23 weeks
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Advanced
managers
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4.5 days

 

Upon completion of the courses, CIAM applicants must submit a thesis paper, on a topic of their choosing, demonstrating how they implemented their learning and how it has impacted their business.

 

Learn More

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