Getting Started (What to expect your first 2-3 weeks)

1. If unlicensed, get enrolled in XCEL course (Day 1)

2. Get Registered in Slack (add your profile picture) so you don't miss communications

   • #barnes-life-solutions channel is your main source of information

3. Finish XCEL Course and Pass Your Exam (within 10 days)

4. Ask your mentor to send you Symmetry Onboarding Application (take 10 minutes to fill out)

5. After Symmetry approves your application and sends HQ login - Complete HQ "Summit" Course (3 hours)

6. Complete SureLC steps to get your 8 carriers (you will receive information after your license comes in)

   1. Instructions are on slide 5 of the Agent Handbook (link below)

7. Ask your mentor for a planning session, 30-60-90 day goal

8. Write Mutual of Omaha Accidental Policy on yourself ($10-15/mo) so you know how to write BEFORE helping clients

   1. Instructions are on Slide 10 of the Agency Handbook (link below0

9. Talk to your mentor and buy your first leads (do this the same week you finish HQ "Summit" Training)

10. Write 6 apps ASAP so you get onboarding into the new Switchboard Funnel CRM!

Resources

➡️Agency Dashboard <=== START HERE and bookmark it (calendar, phone numbers, links to everything)

➡️Agent Handbook (Only 11 PowerPoint slides to get you going)

➡️All the Carrier Website Links <=== Bookmark this one! Best source of common web links

➡️Carrier Cheat Sheet - Spreadsheet (also on www.sfgquotes.com)

➡️Client Qualification Form (used for setting appointments - you can also search for CQF in HQ.quility.com)

➡️Carrier Matrix (Core Carriers - 13 page)

➡️Build Chart Guide

➡️Term Life Look Back Guide

➡️Whole Life Look Back Guide

➡️Role & Purpose

➡️Managing Phone Objections

➡️Appointment Outline

➡️Master Commission Chart for all Carriers

➡️Types of Coverage We Offer Visual (helpful to text clients)

➡️Pending Business Tracking Guide (How to see if you have pending requirements)

➡️Highest Compensation Products (transparency - not all products pay the same %)