Instructor Q & A
How can I qualify as an approved instructor?
Please fill out the Approved
Instructor Qualification Information form and mail or fax it to us.
(This is a .pdf file that requires Adobe Acrobat Reader to view.)
How long does it take to get an instructor approved?
The range in requirements ranges from our obtaining enough information to verify
the qualifications of the individual to states that require extensive questions
be answered and a state that requires that the state form be signed and notarized.
Therefore, the time can vary from immediately to 60 days.
Once a class has been scheduled with ClienTell, what does the instructor have
to do?
You will receive a complete package delivered to the location you specified on the
course scheduling form. The package will contain workshop books, sign in and out
sheets, certificates of completion (where applicable).
How does the instructor know the contents of the class material prior to delivering
it?
ClienTell can send the instructor a book/Powerpoint prior to delivering the workshop.
All you have to do is simply request it.
How does the instructor actually notify ClienTell about delivering a class?
When you receive your instructor packet a ClienTell Course Scheduling form is included.
Please fill out the form completely and fax it to ClienTell. It will automatically
go to the course scheduling department. If our course scheduling department has
any questions, we will contact you at the number that you provide.
Does ClienTell offer a live person who can help the instructor with the course
materials?
Yes. In fact, the most successful wholesalers delivering CE have worked closely
with Bill Cooley, President, or John Young, Vice President, on the fine points of
delivering a class. Please feel free to call them at the office (949) 706-9459 if
you would like to discuss ideas or information.
What is the advantage to a wholesaler to deliver CE classes?
Great question!!!!! ClienTell's ownership have been producers, wholesalers, and
national sales managers. We have discovered that by combining CE with visits to
branches they were moved to the top of the wholesaler branch visit list. By using
this combination, the wholesaler offers quality time, CE credits, selling tips and
product information. All ClienTell workbooks were designed to double and triple
production. For everyone!
Disclaimer
The information contained herein is subject to change by the various regulatory
jurisdictions. ClienTell makes every effort to keep all information current but
on some occasions the regulatory bodies make changes and implement them either prior
to or simultaneous to notifying the providers.
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