GETTING STARTED AS AN AGENT
So, we heard you want to become an agent, and you're probably wondering 'what's next?'
You've come to the right place!
FOLLOW THESE STEPS
1
LICENSING & ONBOARDING
Your Agent Success Coach (ASC) will play an important part along your journey to becoming an agent. Their first call with you will go over their role and give a rundown on vital information like - slack, orientation, weekly team calls, Xcel training course, state requirements... etc.
Go ahead create a work related email, we recommend this format: firstnamelastname.nonstop@gmail.com
NOW... SAVE THESE LINKS:
2
SCHEDULE YOUR EXAM
We won’t leave you hanging.
There’s nothing worse than jumping into a new career and feeling like you’re on a deserted island.
We don’t want you to feel that way.
That’s why questions are always welcomed!
Your ASC will stay in contact with you at least every 4 days to ensure you are moving through the pre licensing course and progressing along!
THE GOAL NOW...
Get enrolled in your pre-licensing course! Ask your ASC for help with this, and then you're ready to:
3
PASS THAT EXAM (YOU CAN DO IT!)
It is highly recommended that you complete your pre-licensing and your exam within the first 2 weeks of your start date. This will help guarantee your success as a new agent!
Upon passing your exam, your ASC will then send you the links you need when applying for your license and
will stay in contact every few days inquiring about license status.
ONCE YOUR LICENSE IS APPROVED...
Your ASC will schedule contracting and go over what is required for the next steps in contracting (including E&O [Errors & Omissions] Insurance, Banking Information, Beneficiary, etc.)
CONGRATULATIONS!
Now, here's what's next...
GET CONTRACTED
Your ASC will send everything you need via email to get contracted with each life insurance carrier.
LEAD STRATEGY CALL
Your ASC will schedule a time to discuss the different lead types and prices with you and come up with a game plan.
MAKE YOUR FIRST SALE
It's time to dial! Join in on our live dial rooms where you can listen to some of the best in the industry close sales!