EXPECTATIONS FOR OSAs IN ELITE & TRADITIONAL
Attend weekly team meetings & Huddles
Maintain 50
team leads max in database
Keep quality & consistent notes in FUB
Attend Pod Meetings
Participate in Team Slack Channels & respond to DMs
Commit to being Coachable & Accountable
Close a min. of 1 deal/qtr (Total of 6/yr)
Use and maintain Team Google Calendar
Additional Requirements for Elite
REQUIREMENTS
| 18+ deals in calendar year |
| Full time (40+ hours per week) |
| Attend all Referral Partner Mtgs Live |
| Maintain Referral Partner KPIs |
SUGGESTIONS
| Guest lead training |
| Participate in team huddles |
PERKS
Unlimited Referral Partner Programs (with Leadership approval) |
| Access to Lead Pond |
| ABC Slack Channel Access |
| ISAs lead access, assignment, and support |
| Elevated TC Support |
| Elevated Marketing Support |
Additional Requirements for Traditional
REQUIREMENTS
| Attend Min. of 1 Sales Training a Week |
Hit at least 3,000 FUB Leadership Pts/Week |
| If Full Time (40+ Hours Per Week) |
| Attend all Referral Partner mtgs |
| Maintain Referral Partner KPIs |
PERKS
| Access to Lead Pond |
| ABC Slack channel access |
ISA lead access, assignment, and support |
| Opcity |
| If Full Time – eligible to apply: |
| Sales Training |
| 1+ Open House per Month |
| Team Huddles |
Independent Non-Lead Program
REQUIREMENTS
| Thursday Team Mtg – Attend live OR watch recording |
| Must close 1 deal every six months |
PERKS
| Team Resources/Training Access |
| FUB |
| Slack |
TBR Lead Programs
For more detailed information about each lead program, click on the button.
Click HereLead Program or Referral Partner Change Request
If you are interested in applying for a new lead program or being removed from one, fill out this form.
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