Performance Evaluation

Worksite Classroom Training Certification
There are two components in the process of certifying a Worksite Agent. The first being certifying their classroom training and the second being their field training.
Complete at the end of the first week after classroom training to evaluate if the agent has mastered the process of prospecting including the skills of presenting to ensure that they are prepared to go into the field.
Agent Name*
First NameLast Name
Certifiers Name*
First NameLast Name
Certification Date*
MonthDayYear
Gatekeeper Rapport: Can demonstrate the ability to build rapport with the Gatekeeper (F-O-R Method)*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Gatekeeper Script: Can demonstrate asking for the Decision Maker, disengage with the Gatekeeper, and answer all the Gatekeeper questions effectively.*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Gatekeeper Comments
Decision Maker Rapport: Can demonstrate building rapport using research about the business with the Decision Maker*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Decision Maker Script: Can demonstrate using the Introduction to the Decision Maker.*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Pre-Presentation Objections: Can respond to the Nine Common Objections and use appropriate tie-downs.*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Decision Maker Comments
Benefits Fact Sheet: Can demonstrate building rapport with the Decision Maker when using the Benefits Fact Sheet.*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Presentation: Can demonstrate the presentation including the transitional phrases and tie-downs between the slides and the close.*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Assumptive Closing Statement: Can demonstrate confident use of the Assumptive Closing Statement.*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Post Presentation Rebuttals: Can respond to the Common Closing Objections and effectively transition back into the Assumptive Closing Statement.*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Closing Process and Paperwork: Can effectively ask for the Employee List, explain the Employer Engagement Form, and complete the Section 125 Paperwork.*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Three Periods of Worksite: Can explain the three periods of Worksite: Enrollment, Deduction, Effective Date.*
1 - Below Expectations2 - Meets Expectations3 - Exceeds Expectations
Presentation Comments
EPIC: Completed initial EPIC set-up on desktop and mobile.*
YesNo
Salesgenie: Completed initial Salesgenie set-up.*
YesNo
EPIC Comments
Should the agent revisit classroom training?*
YesNo
If so, what part of the process should they revisit?*
GatekeeperIntroduction to the Decision MakerNine Common ObjectionsPresentationClosing Common ObjectionsClosing Paperwork
Additional Information*
Agent Signature*
Certifiers Signature*
Should be Empty: