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MetLife Financial Associate Training Pathway

The document outlines the training structure at MetLife across different levels: 1) Financial Associate Level includes mandatory agent licensing program, refresher training, basic training school, and specialized training for some associates. 2) From Financial Associate to Unit Manager requires potential unit manager training in two phases plus ongoing performance requirements. 3) Unit Manager Level includes initial management training and specialized training for some managers. 4) Moving from Unit Manager to Branch Manager requires potential agency manager training and experience requirements. 5) Branch Manager Level includes mandatory management orientation for new managers and specialized training for some.

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Sameeur Rahman Mehdi
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73 views1 page

MetLife Financial Associate Training Pathway

The document outlines the training structure at MetLife across different levels: 1) Financial Associate Level includes mandatory agent licensing program, refresher training, basic training school, and specialized training for some associates. 2) From Financial Associate to Unit Manager requires potential unit manager training in two phases plus ongoing performance requirements. 3) Unit Manager Level includes initial management training and specialized training for some managers. 4) Moving from Unit Manager to Branch Manager requires potential agency manager training and experience requirements. 5) Branch Manager Level includes mandatory management orientation for new managers and specialized training for some.

Uploaded by

Sameeur Rahman Mehdi
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

MetLife

TRAINING STRUCTURE
Financial Associate Level
1) 72 Hours IDRA mandatory Agent License Qualification Program [Agent Training Program]
2) Refresher Training Program [2 Days-Classroom]
3) Basic Training School [BTS] [3 Days-Classroom]
4) Comprehensive Training Program [CTP] for Selected Financial Associates [4 Days-Classroom]
5) Skill Development Program [SDP] for Selected Financial Associates [2 Days-Classroom & field]

Financial Associate to Unit Manager Level


1) Potential Unit Manager Program, Phase-I [1 Day-Classroom]
- A Financial Associate should continuously work for 3 [Three] years as well as qualify once within these 3 [Three] years for
Awards Program by producing minimum 55 [Fifty-Five] policies amounting to PAP 7 [Seven] lac maintaining 85% [Eighty-Five]
persistency with 2 [Two] months observation
- After attending Phase-I training participants have to recruit at least 2 [Two] Financial Associates to sit for Phase-II program
within 3 [Three] months. Fails to recruit candidate will have to attend the same Phase-I program next year
2) Potential Unit Manager Program, Phase-II [1 Day-Classroom]
After completion of Phase-II program, the candidate has to qualify for Awards Program for coming years by producing minimum 55
[Fifty-Five] policies amounting to PAP 7 [Seven] lac maintaining 85% [Eighty-Five] persistency with 2 [Two] months observation

Unit Manager Level


1) Initial Management Training Program [IMPT] [1 Day-Classroom]
After being promoted as Unit Manager all new Unit Manager have to attend this training program
2) Workshop on Activity & Retention Management [WARM] for selected Unit Managers [1 Day-Classroom]
3) Unit Manager Development Program [UMDP] [3 Days-Classroom]

Unit Manager to Branch Manager


1) Potential Agency Manager Training Program [PAMA] [1 Day-Classroom]
A Unit Manager should complete at least 2 [Two] years as Unit Manager with at least 30 [Thirty] Financial Associate under his/her
unit and 60% [Sixty] should be active among them. Additionally, at least life budget should be completed in previous 2 [Two] years
consecutively maintaining 80% [Eighty] persistency

Branch Manager Level


1) Management Orientation Program [MOP] [1 Day-Classroom]
After being promoted as Branch Manager all new Branch Manager have to attend this training program
2) Agency Manager Development Program [AMDP] for selected Branch Managers

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