3. Sales Training
Nobody at Puente learns to sell from a binder. You learn it at the kitchen table, watching, then doing. This is the sequence.
Weeks 1 and 2: ride along and watch
Section titled “Weeks 1 and 2: ride along and watch”You ride with Marisol to real appointments. You watch, you take notes, you do not talk. Pay attention to the three questions she opens with and to what she does when the client goes quiet. The notes you take now become your script later.
Weeks 3 and 4: you present, she sits in
Section titled “Weeks 3 and 4: you present, she sits in”The roles flip. You run the presentation and Marisol sits there quiet. She only steps in if it is going wrong. Expect notes on the drive home after every appointment. That review is the training.
Thursday role-play, every week
Section titled “Thursday role-play, every week”Thursday mornings at the office, the whole team role-plays. Somebody plays the hard client. This is not optional and it is not just for new agents; everyone stays sharp the same way.
Your first solo appointment
Section titled “Your first solo appointment”Usually week four or five. It depends on you, not the calendar. Marisol decides when you are ready, based on how weeks 3 and 4 went.
Next step
Section titled “Next step”Before your first solo appointment, master Entering applications. A great sit that turns into a returned policy is a loss, not a win.