Certified Enrollment Specialist (CES)

• Definitions
  
• Methods & Benefits Of Voluntary Employee Benefit Plans
  
• Three Primary Methods Of Payroll Deduction
  
• The Four Phases Of Implementing Voluntary Employee Benefits
  
• Advantages To Employer / Employees
  
• Payroll Deduction Procedures
  
• How To Choose Your Products
  
• Creating A Market / Prospecting
  
• How To Identify Your Market and Pre-Qualify Your Prospects
  
• Pre-Qualification Sources / Referred Leads
  
• Association Endorsements
  
• Speaking Directly With The Decision-Maker
  
• Consulting With The Organization
  
• Presentation Outline - Employer
  
• Establishing Credibility
  
• Establishing The Problem
  
• Presenting The Solution
  
• Five Employer Closes
  
• Objection List
  
• Quality Enrollment & Communication Arrangements
  
• Business Enrollment Workflow Checklist
  
• Professional Enrollment Arrangements
  
• Establishing / Confirming
  
• Key Strategy
  
• Payroll / Personnel Department
  
• Information You Will Need To Receive And Confirm With The Payroll Department
  
• Employee Enrollment Report
  
• Department Heads
  
• Enrollment Communication Procedures (Traditional)
  
• Individual Enrollment Communication Procedures
  
• Individual Presentations
  
• Group Enrollment Communication Procedures
  
• Enrollment Meetings
  
• Combining Group & Individual Meetings
  
• Voluntary Enrollments
  
• Post Enrollment Service & Sales
  
• Post Enrollment Sales Strategy
  
• Annual Re-Enrollments
  
• Voluntary Benefits For Unions / Labor Organizations
  
• Union / Employee Association
  
• Voluntary Benefits For Credit Unions
  
• Employee Benefit Statements
  
• Out-Sourcing Enrollment
  
• New Enrollment Technology
  
• Worksite Marketing Products
  
• Underwriting - Life Insurance
  
• Voluntary Term Life Insurance
  
• Cash Value and Group Cash Value Life Insurance
  
• Life Insurance Riders
  
• Disability Income
  
• Supplemental Health
  
• Critical Illness Insurance
  
• Vision Plans, Dental Plans, Long-Term Care, Legal Plans
  
• Section 125 - (Cafeteria Plans)
  
• Single Source Billing
  
• Enrollment Of Core Benefit Plans

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Licensing/Designations Earn a License or Designation quickly and easily! Select from in-person, online, or self-study options. Continuing Education Find numerous CE courses to maintain your license or designation! Professional Development Whether new to your field or a seasoned pro, find hundreds of courses to help your career grow...includes excellent courses for support and administrative personnel! - Select Subject - AAI - Accredited Adviser in Insurance Adjusters Insurance License AFSB - Associate in Fidelity and Surety Bonding AIAF - Associate in Insurance Accounting and Finance AIC - Associate in Claims AIF - Accredited Investment Fiduciary® AIFA - Accredited Investment Fiduciary Analyst® AIS - Associate in Insurance Services AIT - Associate in Information Technology AMIM - Associate in Marine Insurance Management APA - Associate in Premium Auditing API - Associate in Personal Insurance ARC - Associate in Regulation and Compliance ARe - Associate in Reinsurance ARM - Associate in Risk Management ASLI - Associate in Surplus Lines Insurance AU - Associate in Commercial Underwriting BCE - Board Certified in Estate Planning CAS - Certified Annuity Specialist CASL - Chartered Advisor in Senior Living CCPS - Certified College Planning Specialist CEBS - Certified Employee Benefit Specialist Certified HR Administrator Certified Mortgage Planning Specialist Certified Professional: Workplace Conflict Certified Retirement Plan Administrator Certified Short Sale Professional CES - Certified Enrollment Specialist CFA - Chartered Financial Analyst CFDP - Certified Financial Divorce Practitioner CFP - Certified Financial Planner CFS - Certified Funds Specialist ChFC - Chartered Financial Consultant CIC - Certified Insurance Counselor CLCS - Commercial Lines Coverage Specialist CLU - Chartered Life Underwriter CMS - Compensation Management Specialist CPCU - Chartered Property Casualty Underwriter CRMA - Certified Reverse Mortgage Advisor CSA - Certified Senior Advisor CTS - Certified Tax Specialist GBA - Group Benefits Associate GBDS - Group Benefits Disability Specialist Health Insurance License INS - Certificate In General Insurance Life Insurance License PLCS - Personal Lines Coverage Specialist PPC - Professional Plan Consultant Property/Casualty Insurance License QFA - Qualified Financial Advisor REBC - Registered Employee Benefits Consultant RFC - Registered Financial Consultant RHU - Registered Health Underwriter RIS - Retirement Income Specialist RPA - Retirement Plans Associate Series 10 Series 11 Series 14 Series 22 Series 23 Series 24 Series 26 Series 27/28 Series 3 Series 30 Series 31 Series 32 Series 37/38 Series 4 Series 51 Series 53 Series 55 Series 6 Series 62 Series 63 Series 65 Series 66 Series 7 Series 87 Series 9 Title Insurance Variable Insurance License - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Puerto Rico - Select Subject - Adjusters Insurance License ARM - Associate in Risk Management CAP - Chartered Advisor in Philanthropy CASL - Chartered Advisor in Senior Living Casualty License CCPS - Certified College Planning Specialist Certified HR Administrator CFP - Certified Financial Planner ChFC - Chartered Financial Consultant CIMA (CIMC) CLE CLF - Chartered Leadership Fellow CLU - Chartered Life Underwriter CPCU - Chartered Property Casualty Underwriter CPE Ethics FINRA Licensing (Firm Element) FSS - Financial Services Specialist Health Insurance License Life Insurance License LUTCF - LUTC Fellow MSFS - Master of Science in Financial Services MSM - Master of Science in Management PACE PHR/SPHR Re-Certification Property License REBC - Registered Employee Benefits Consultant RFC - Registered Financial Consultant RHU - Registered Health Underwriter - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Puerto Rico - Select Subject - 1031 Exchanges Accounting / Finance ADA Affirmative Action / EEO Annuities Arbitration/Dispute Res/Mediation Auto Insurance Banking Business Skills Cafeteria Plans Captive Insurance Case Management Certified HR Administrator Claims Coaching COBRA Cold Calling College Financial Planning Compensation Compliance / Legal Computer Skills Customer Service Disability/Leave Mgt. Discrim/Harrassment/Diversity Employee Benefits ERISA Estate Planning Ethics Fiduciary Financial Planning FLSA FMLA Health Care/Health Insurance HIPAA Hiring & Recruiting HR Admin/Management HR Compliance HSA/HRA I-9 Training Insurance Interpersonal Skills Investigations Investments IRA Rollovers Leadership Life Insurance Long Term Care Management Mortgages/Lending Options/Futures Payroll Personal Development Personal Skills Personnel Forms/Policies Practice Management Property/Casualty Property/Casualty - Commercial Prospecting Referrals Retirement Plans Reverse Mortgages Risk Management Sales & Marketing Sales Training Senior Planning Software Software / Training Strategic Thinking/Planning Tax Planning Underwriting Workers Compensation Writing Skills - Select State - Alabama Alaska Arizona Arkansas California Colorado Connecticut DC Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Northwest Territories Nova Scotia Nunavut Ontario Prince Edward Island Quebec Saskatchewan Puerto Rico

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ABTrainingCenter.com offers the CES training and certification course for those individuals interested in earning the prestigious Certified Enrollment Specialist designation.