Registered Apprentice Training Program:

TERM OF APPRENTICESHIP: The term of apprenticeship shall be Hybrid, which has been established to be  12 months of not less than 2,144 hours. . In addition to the specified hours, the apprentice must successfully attain the  competencies described in these program provisions. Hours of labor shall be the same as established for other skilled  employees in the profession.

PROBATIONARY PERIOD: The probationary period shall be the first 3 months of the apprenticeship, but in no  case shall it exceed twelve calendar months. During the probationary period, this contract may be cancelled by the  apprentice or the sponsor upon written notice to the Department, without adverse impact on the sponsor.

SCHOOL ATTENDANCE: The apprentice shall attend for instruction four hours per week or the equivalent and satisfactorily complete  the prescribed course material for a minimum of 144 hours, unless otherwise approved by the Department of Labor. The  employer must pay the apprentice for attended related instruction hours at the same rate per hour as for services  performed.

WORK PROCESS SCHEDULE: In order to obtain well-rounded training and thereby qualify as a skilled worker  in the profession, the apprentice shall have experience and training in the following areas and shall demonstrate  competency, as specified herein. This instruction and experience shall include the following operations but not  necessarily in the sequence given. Time spent on specific operations need not be continuous.

 

Prospect for business.
A. Create ideal client profile.
B. Identify target markets.
C. Create a marketing plan.
D. Create language scripts.
E. Execute marketing plan.
F. Set client appointment.
G. Monitor marketing plan.

Convert prospects to clients.
A. Engage client.
B. Conduct fact finding.
C. Build risk strategy.
D. Build securities strategy.
E. Build benefits strategy.
F. Present risk recommendations.
G. Present securities recommendations.
H. Present benefits recommendations.
I. Revise recommendations based on client feedback.
J. Complete the application process.
K. Record client history after each interaction.

Manage client relationships.
A. Forecast open and closed clients.
B. Initiate routine client service needs.
C. Respond to client services needs.

Maintain ongoing professional development.
A. Identify industry trends and best practices.
B. Attend specific training.
C. Maintain licensing requirements.

Maintain compliance documentation.
A. Submit compliance report and trade blotters.
B. Maintain checks and security logs.
C. Maintain gift and entertainment logs.
D. Maintain advertising log.
E. Maintain marketing log.
F. Maintain correspondence log.

General employment related competencies:
i. Client Service Orientation
ii. Structure: Order & Quality
iii. Teamwork
iv.. Achievement Orientation
v. Conceptual Thinking