Expectations for OSAs in Elite & Traditional
Attend Every Thursday Team Meetings
Maintain 50
team leads max in database
Keep quality & consistent notes in FUB
Participate in Monthly Database Meetings
Participate in Team Slack Channels & respond to DMs
Commit to being Coachable & Accountable
At Least 1 Closed Deal/Quarter
Use and maintain Team Google Calendar
Additional Requirements for Elite
Requirements
Suggestions
| 18+ deals in calendar year |
| Full time (40+ hours per week) |
| Attend all Referral Partner Mtgs Live |
| Maintain Referral Partner KPIs |
| Guest lead training |
| Participate in team huddles |
Perks
Unlimited Referral Partner Programs (with Leadership approval) |
| Access to Lead Pond |
| ABC channel lead Slack channel |
ABC referral partners lead Slack channel |
| 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
Suggested
| Access to Lead Pond |
| ABC channel lead Slack channel |
ISA lead access, assignment, and support |
| Opcity |
| If Full Time – eligible to apply: |
Referral Partner Lead Program – 1-2 Referral Partner Lead Programs (with Leadership Approval) |
ABC referral partners lead Slack channel |
| 1+ TBR Power Hour per Week |
| 1+ Open House per Month |
| Team Huddles |
Independent Non-Lead Program
Requirements
Perks
| Thursday Team Mtg – Attend live OR watch recording |
| Must close 1 deal every six months |
| Team Resources/Training Access |
| FUB |
| Slack |
TBR Lead Programs
For more detailed information about each lead program, click on the button.
Please let us know if you have any questions!
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