Stage 1 – Phone Training
Welcome to Stage 1 of the SFG Mentors Training
Follow the instructions below to complete your training in the proper order and communicate with your manager as you complete each section.
Step 1 – Welcome
Watch the Welcome Video to understand our Core Values and Expectations
Step 3 – Blueprints for Success
Print the following documents and Put on your Office Wall
Step 4 – Phone Training
Watch the Phone Training Video to learn how to use our phone script and make dials correctly
Step 5 – Documents
Download and Print following documents
Scripts & Forms
Metrics & Reports
Managing Objections
Step 6 – Recordings
Mastering the Phones with the Masters (Part 1)
Phone Call
Step 7 – Buying & Printing Leads
Watch the Buying and Printing Leads video to learn how to use opt to manage your leads
You will have an access to this website after you are licensed and your OPT credentials are issued.
Step 8 – Here are your next Steps
1) Contact your mentor and let them know that you have finished Stage 1
2) Let them know you are ready to practice on their older leads and need
to schedule a time to dial on Zoom with them for an hour or longer if
they are dialing. In this time, take 5 minutes to role play the script in full
with them and then jump into the leads.
3) Move to stage 2 and 3 after you get this practice in