Hiring, training and coaching agents
🔒Join free to watch this video lessonFree account · takes 30 seconds · no card neededJoin free & watchAlready a member? Log inRecruit agents who fit your calls and train them to convert from week one.
In this lesson you’ll learn to
- I have a written agent profile and screening steps
- My training covers product, compliance, script and systems
- New agents are nested with a coach
- I know which tasks require licensed agents
Hire for the call
• Write a clear profile: inbound sales, outbound, support, licensed insurance or not.
• Screen with a short voice test, a role-play and a typing or CRM task.
• Check reliability: attendance history, internet and power at home for remote roles.
Training plan (example: 2 weeks)
• Product and customer: who calls, why, what they fear.
• Compliance: disclosures, consent, do-not-call, recording, data security.
• Script and call flow, with the reasons behind each step.
• Systems: dialer, CRM, dispositions.
• Role-plays, then live calls with a coach listening (“nesting”).
Coaching that sticks
Score calls with a simple QA form, give one or two specific fixes per session, celebrate wins publicly and coach weekly — not only when something goes wrong.
Licensed agents
Insurance sales to U
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