Home office executives and associates responsible for agency distribution, productivity and/or training and development.
Highlights
Trustworthy Selling is a sales effectiveness program with proven results. We’ve tracked productivity impact in over three dozen companies that have experienced an average lift in productivity of over 25%!
Register today for this event which is designed to:
Give you an opportunity to experience the program content first-hand
Share insights on helping your advisors understand & adapt their selling style
Allow you to complete our Personality Style Profile developmental assessment
Showcase program learning design developed for today’s modern learner
Highlight the latest case studies reflecting productivity impact
Provide an exclusive invite to pilot select modules within your organization
Joey is President of the Hoopis Performance Network in Chicago. He has over twenty years of experience in financial services as a top producer, manager, entrepreneur and international speaker. Joey’s organization is recognized by Inc. 5000 as one of the fastest growing privately held businesses in the United States. HPN’s web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute’s Top 10 Case Studies of the Year. Joey is co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. He is the executive producer of the HPN University and Trustworthy Selling. The University has over 50,000 members and is considered the #1 online content library in financial services. Trustworthy Selling was developed in collaboration with LIMRA International and has over 15,000 graduates. Joey is also Past President of NAIFA Chicago and a graduate of NAIFA’s Leadership in Life Institute. He received the NAIFA Illinois Young Advisors Team Leader of the Year award and the national Award for Association Excellence from the NAIFA Federation.
Assistant Vice President, Assessment and Development, LIMRA
Rick leads our client relations team and consults with clients to help them maximize the return on their recruiting and selection investment. In this role, he is involved with consultation, design, and delivery of recruiting and selection solutions based on individual client needs. Rick also plays an active role in product development and enhancement by serving as a liaison between customers and product development teams. Rick presents recruiting and retention best practices at conferences and company meetings worldwide.
Director of International Programs, Product Architecture, LIMRA Global Talent Development
Jacquie identifies and develops training content and programs to support the professional development of sales agents and sales managers for various distribution models for LIMRA member companies around the world. Her team focuses on creating training curriculum that impacts the position’s effectiveness and drives positive results for the member’s organizations. Jacquie has close to 20 years’ experience in our industry from managing agencies and regional operations to playing the lead role in identifying company initiatives, business development opportunities, and learning objectives to increase wholesaler, agent and management effectiveness, retention and development rates globally. Companies that work with Jacquie experience training solutions relevant to their business needs discovered through a comprehensive approach of analyzing complex business issues and designing programs to meet their goals.
