Spark Energy · California Field Sales Certification

SOCALGAS FIELD SALES TRAINING

PART 2 — Enrollment, TPV & Compliance

Fourteen interactive modules that take you from the doorstep to a verified, compliant SoCalGas enrollment. Work the training — don't just click through it.

Training Progress

Modules Completed

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Knowledge Score

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Current Module

Module 1

Know Your SoCalGas Customer

Certification Status

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Achievements

Your badges

SoCalGas Ready

Customer requirements, relationship roles and account information mastered.

TPV Pro

Third Party Verification workflow and the three unbreakable rules mastered.

Compliance Pro

Field sales conduct, marketing claims and language requirements mastered.

Bill Expert

SoCalGas / Spark bill sections and amount due identified correctly.

Perfect Enrollment

Full enrollment sequence walked end to end and final check passed.

Learning journey

Module map

Approach → Qualification → Utility Identification → Bill Review → Account Information → Enrollment → Disclosures → TPV → Compliance → Final Verification.

1QualificationKnow Your SoCalGas CustomerThe information you must verify before any enrollment begins.2Utility IdentificationUnderstanding the SoCalGas / Spark RelationshipWho does what — and how to answer “Are you with SoCalGas?” compliantly.3Account InformationSoCalGas Account InformationLocate the Billing Account Number and Meter Number on a customer account.4DisclosuresUnderstanding the Customer Billing ExperienceBilling structure, the Spark supply billing requirement and autopay enrollment.5EnrollmentSoCalGas Enrollment TimelineWhen service starts, based on the 15th calendar day submission rule.6TPVThe TPV ProcessThe four-step Third Party Verification workflow and the 3 rules you cannot break.7TPVTPV SimulatorLive scenarios at the door while the customer verifies.8ComplianceField Sales ComplianceThe DO / DON'T standard for every field interaction.9ComplianceMarketing Claims — Red Flag TrainingSort real statements into COMPLIANT or RED FLAG.10ComplianceLanguage ComplianceDocuments and TPV must match the language of solicitation.11Bill ReviewSoCalGas / Spark Bill LabExplore a simulated bill, then pass the bill reading challenge.12SimulationReal-World Sales SimulationA full door-to-door interaction scored on compliance, process and communication.13Final VerificationThe Perfect SoCalGas EnrollmentThe 12-step sequence of a clean, compliant enrollment.14CertificationFinal Knowledge Check15 randomized questions. 80% required to complete Part 2.

Field tool

SoCalGas Field Quick Reference

Unlocks after you pass the Final Knowledge Check with at least 80%.

Open reference

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