AST Qual Form

Advanced Sales Training

Qualification Form
The April Advanced Sales Training is sold out and we are no longer accepting qualification forms. Qualification for the next Advanced Sales Training will open on an upcoming ADC call. If you'd like to add someone to the waitlist for June, please email Taylor Smith at taylor.smith@simplicitygroup.com.
Live Confirmed
Notes
AST Date:
Are you qualifying an advisor to attend AST or do you want to register yourself (a Simplicity ADC or Partner)?
Staff Registration for the July 30th and 31st AST
Advisor Details
Advisor First Name
Advisor Last Name
Advisor Email Address
example@example.com
Advisor Phone Number
Salesforce Contact/Lead Profile
Ex: https://simplicity.lightning.force.com/lightning/r/User/0054V00000GLQELQA5/view
If your advisor is not in Salesforce, please explain why below:
Submitted business 6 months prior to the AST Start Date (selected above):
Submitted Premium
Have you requested an exception from your Simplicity affiliate office's Partner and submitted the approval to the Simplicity Events Team?
Please request an exception from your affiliate Simplicity Partner and submit it to the Events Team as soon as possible to ensure your advisor gets qualified in time for the event.
Qualification Status
Notes
Is the advisor affiliated with a Broker Dealer?
Which Broker Dealer are they affiliated with?
Is the Broker Dealer affiliated with Simplicity?
BD Approval
ADC Information
We will be sending emails on your behalf to your advisors. Make sure all information below is correct.
ADC First Name:
ADC Last Name:
ADC Email Address:
example@example.com
ADC Phone Number:
Affiliate Office
Calendly Link:
The information provided is correct
Submitted Date

MonthDayYear
Date
Hour MinutesAM/PM Option
Should be Empty:

Advanced Sales Training

Advisor Details

ADC Information