New Agent Course

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ILT Competencies

Demonstrate proficiency with tools, platforms, and environments in the creation of media resources for learning and knowledge construction.

Apply visual, graphic, and multimedia design principles (e.g., CARP, visual thinking, message design)

Drawing on learning and instructional theory, create instruction with well-aligned outcomes, activities, and assessments.

Use theories of learning and instruction to help frame learning needs and guide design decisions

Ensure that outcomes, activities, and assessments are aligned for well-balanced, validated instruction

Use a procedural model (e.g, ADDIE or SAM) to guide planning, implementing, and evaluative functions

Become competent and confident in the use of various tools and technologies, related to learning, communication, and making things.

Be confident and competent in devices, platforms, and online tools and resources

Adopt a critical stance toward your work, promoting effective practice and responsible use of technology.

Promote digital citizenship and responsible use of technology

Build on previous experiences and existing literature as you critically reflect on your own practice

Objectives: By the end of this course, participants will...

Understand and demonstrate the DFS strategies for marketing, presenting, and soliciting in the schools

Familiarize themselves with their district

Complete all requirements for securing your slot in your district

Access and understand all DFS tools and resources

Complete all requirements to begin representing DFS

Complete all requirements needed in order to begin writing business

Familiarize themselves with NLG

Audience: The course is designed for prospective or newly licensed agents who are interested in a position with Dragon Financial Services.

Description: This mini course is designed to familiarize a new agent with the three main components of being an insurance agent. This position is different from being an independent agent and focuses on a very specific client base.

New Agent Course

Your School District

Action/Assignment: Tax Deductions

Action/Assignment: Contacting Leads

Action/Assignment: Market

Presentation Tools

Marketing Techniques and Suggestions

Understanding The Process

Getting to Know Your District

Getting Your Badge

Dragon Financial Services

Action/Assignment: Status e-mails

Action/Assignment: Agency Meeting

Google Calendar/ Drive

Subtopic

Errors and Omissions Insurance

Orientation

Checklist of items to bring/ tasks to complete

Business Cards

Meet the Team

DFS Site

National Life Group

Action/Assignment: Contact NLG

The NLG Portal

Pre-Education

RegEg

State Licensing

National Producer Number

FL Dept of Financial Services

Kaplan

Intro/Weblinks

LSW Site

NLG Wikipedia

NLG Site