Training and Development
The Central New York Agency’s Training and Development program is dedicated to preparing and supporting our agents to become successful financial professionals. Our program incorporates the crucial elements of structured classroom instruction, individual instruction and field training. It is our commitment to promote a client-centered relationship building approach by teaching our agents the skills to build and foster lasting relationships with their clients. New Producer Training Initial Instructor Lead Classroom Training (Boot Camp) Our initial Instructor Lead "Boot Camp" classes will teach you the skills necessary to develop a successful practice, and will focus on the “art” and “science” of building a financial services clientele. - The Client Development Process Step by Step
- Practice Management Tools and Resources
- Obtaining Quality Referred Leads
- Activity Management Systems
Continuing Instructor Lead Classroom Training and Field Training After completing Boot Camp associates will attend weekly training focused on conceptual selling and how to have effective conversations with clients and potential clients. The curriculum is well prepared and is co-instructed by various members of the sales management team. Rest assured your instructor lead classroom training does not end after the initial boot camp training. - Field Training with Sales Manager
- Home Office Training and Development Programs
- LUTCF Professional Designation offered in house
Online Training Resources There is an extensive amount of online support to help you further your professional knowledge and compliment your classroom training. MMU (MassMutual University) is a library of information at your fingertips. - MMU On Demand Self Study Courses
- MMU Individualized Custom Curriculums
- Advanced Markets Online
- KnowMedia Video and Audio Library
Business Management Systems - One Card System
- DISC Behavioral Styles Profile Assessment
- Sales Skills Profile Assessment
- Market Affinity Profile Assessment
- MarketQuest Target Marketing
- Business Planning and Tracking (BPATS)
- Activity Management System (PAMS)
- Client Management System - OCS
- E-Relationship.com
Career Progression Model We believe it is important for associates to be trained and develop at a level of sophistication that is appropriate for them. Our unique career progression model requires that we, as a firm, continue to bring you high level advanced training as your career and skill level progresses. Experienced Producer Training At the Central New York Agency, LLC we want to alleviate some of the fear that joining a new company may create. We have developed a training program specifically for experienced producers who join us from other financial services companies. The goal of this orientation is to familiarize you with the infrastructure of the Central New York Agency, LLC as well as our systems and products to ensure a smooth transition. We are also committed to continual professional development for associates at all levels of the career. We want to help you take your career to the next level by providing: - Professional Designation Opportunities offered in house
- Weekly "Practice Builders" facilitated by Jon A Law, General Agent
- Quarterly Advanced Sales Training Meetings
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