Ten steps to Sign Off

1. Business Cards and Standing Order

• The Standing Order attached should be completed and email back before moving on to step 2.  

  • Note that if the Standing Order is not confirmed Business Cards will not be ordered and can result in serious delays in becoming fully Authorized. 

• Business card drafts will be sent to you, be sure to confirm the design (such as spelling of name and preferable number)

• Once you have confirmed the design business cards will be sent to any preferred address within the UK

2. Email and Dropbox

• After this email all Oracle related communication will be sent through your work email.

• Your work email is as follows:  @oracleadvice.co.uk; password: office123

  • To Access this you must go to GoDadday.com

  • Next Click on EMAIL & TOOLS

  • Click: GoDaddy Webmail Login. (Do NOT click Offiec 365 Email Login as this will not allow you to log in with the details provided)

• Please be sure to change the password as soon as you login.

• If you would like to set it up in outlook please call the Godaddy support team at [phone].

• Once you have logged in there will be an email saying you have been invited to join a dropbox with your name on it.

  • Create a dropbox account using your Oracle email

• In your dropbox you will find the following folders

  • Clients

    • This is where you will upload any documents related to your clients.

    • Create a folder for every new client.

    • Be sure to label the documents clearly as not doing so can result in delay in processing and consequently in pay. 

3. Register with Protection and BnC Companies 

• The list attached is the companies we would like you to register for.  

• Some companies will need an authorization from Oracle, give them the following information for registration:

  • [e-mail]

  • If they need a specific name use mine: Jessica McKenzie

• If you have any trouble with any of the companies on the list please email me ASAP so that we can get it sorted.

• When you are finished send a confirmation email to myself and CC [e-mail] 

• If a confirmation is not received then we cannot move to step 5 so please get this done as soon as possible.

4. Book 1 to 1 training session with Trigold

• Call Trigold and arrange a 1 to 1 to get trained on the program.

  • 0845 068 3000 ask to be directed to 1 to 1 training.

• This should be done before moving to step 5. 

• If you have any issues booking the training again contact me ASAP so that I can get it worked out for you.

5. Book Training with Clive for Insurance and Protection

• Once you have confirm Steps 1-4 with me you will be asked to give your availability to Clive

  • [e-mail]

• He will book you on a session with Insurance and Protection companies along with some fellow Advisers.

• This training will help you understand the process of Insurance and Protection with each company as well as get you acquainted with others who are a part the Oracle team.

6. Book Role Play with Compliance

• After you have been trained you will be required to do a Role Play with Compliance Manager Lee

  • [e-mail]

• This Role Play will help enhance the way in which you deal and address Client concerns in real world situations. 

7. Competent Adviser Tests and Sales Master Class (optional)

• You will be required to take a series of test in regards to advising

  • Username:

  • Password: 

• This is an optional class but is highly advised you attend.

• It is simply to give you a better grasp and understanding of what it takes to be self-employed and the sales market.

8. 3 Life Cases

• Before you are Fully Authorized (can do Mortgages and the like) you must complete 3 Life Cases.

  • 1 BnC

  • 1 Life Insurance

  • 1 Either one

• These cases must have all of the relevant documents uploaded to your dropbox folder (see step 2 for details).

• They must also pass Compliance and receive a green before this step can be considered completed.

9. Final Sign Off by Compliance

• At the end of the steps Compliance will consider all the work, including the Role Play. 

• They must be fully satisfied with the quality and efficiency of your work before they give the final sign off.

10. Confirmation Email

• Once you have been signed off you will receive a confirmation email much like this one with the next steps and support you can expect from Oracle. 

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