Step 4: Training

  • Step 1: Strategy and Preparing (as soon as contracting is submitted)

  • 🚨Schedule your Start Selling strategy session with your mentor (#2 of 4 Zoom calls)

    Once you have reviewed all materials in this section, you\'re ready for your Start Selling strategy session.

    🚨If Jessica and Ken Powers are your direct mentors, use the link below to schedule this Zoom.

    ➡️Click here to schedule your Zoom with Ken

    🚨If someone else is your direct mentor reach out to them directly ASAP to schedule this Zoom.

    ✅ Mark this step as complete as soon as you have your Zoom with Ken.

  • Watch First 90 Days video

    What to expect in your first 90 days as a new agent with Jessica Powers & John Gavin

    🎬 Click here to watch the video 

    Mark this step as complete once you have watched the video.

  • Complete New Agent Bootcamp

    Click here for Bootcamp

    ✅ Mark this step as complete when you have completed Bootcamp

  • Complete in Tools of Trade: Introduction, Weekly Trainings and Leads

    Go to Tools of Trade: Go over the introduction, weekly trainings and CRM Guide in the tools of the trade to get plugged in to the team and familiarize yourself on the different type of lead options. 

    ➡️Click here for Tools of the Trade

    ✅ Mark this step as complete when you\'ve reviewed the CRM Lead Guide.

  • Step 2: Phone Validation (immediately after your Start Selling strategy session)

  • 🚨Schedule your Phone Validation session with Mentor (#3 of 4 Zoom calls)

    Once you have reviewed all materials in this section, you\'re ready for your Phone Validation strategy session with your Mentor.

    🚨If your mentor is Jessica and Ken Powers use the link below to schedule this Zoom.

    ➡️Click here to schedule your Zoom with Jessica

    🚨If your mentor is someone else reach out to them ASAP to schedule this Zoom.

    ✅ Mark this step as complete as soon as you have your Zoom with Jessica.

  • Complete in Tools of Trade: All "Print" sections and "Sign-up: Underwriting Guide"

    Click here for Tools of the Trade

    Make sure to print all the provided documents and sign-up for the Underwriting Guide app. These will help you book appointments and in the home. 

    Mark this step as complete as soon as you have printed the documents and signed up for the app.

  • Watch Improving your Dialing and Phone Strategy video

    🎬 Click here to watch the video

    ✅ Mark this step as complete once you have watched the video.

  • Step 3: Start Dialing (immediately after your Phone Validation)

  • Buy leads

    Your mentor will have discussed leads with you during your Start Selling strategy session. 

    Part-time: Minimum budget advised is $500

    Full-time: Minimum budget advised is $1,000

    Top Lead Vendor Options:

    CRM leads

    Happy Agent

    Gametime 

    Social Insurance Leads

    Sales Hammer

    You can also revisit the leads: CRM guide in Tools of the Trade. 

    ✅ Mark this step as complete once you buy leads.

  • 🚨High Importance: Sign up for several live dial coaching sessions

    This is a MUST to be successful in this business. The phones are 80% of what we do. Become a master at the phones quickly.

    ➡️Click here to sign up for live dials

    ✅ Mark this step as complete once you have signed up for at least 2 live dial coaching sessions.

  • First Dial Day

    You\'ve got this! If you book any appointments before your contracting is complete, your mentor will set you up with paper applications. 

    Don\'t forget to use your accountability tracker every dial session so your mentor can help assess your progress.

    ✅ Mark this step as complete as soon as you\'ve had your first dial day. 

  • Step 4: In-Home Prep (before your first run day)

  • Watch 8 Steps to Final Expense video

    Paul McClain goes over the key 8 steps to any final expense appointment.

    🎬 Click here to watch the video

    ✅ Mark this step as complete once you have watched the video.

  • Watch Unhealthy Clients and Other Objections video

    Matt Smith & Brad Allen go over how to sell to unhealthy clients and objections.

    🎬 Click here to watch the video

    ✅ Mark this step as complete once you have watched the video.

  • Review In-Home Printables in Tools of Trade

    Go to Tools of the Trade and review these sections:

    ⭐ Underwriting Guide

    ⭐ Financial Inventory Sheets

    ⭐ In-Home Visual Aids

    ⭐ Policy Summary

    ⭐ What to Have it Your Bag

    ⭐ In-Home Agenda

    ⭐Americo E-app

    Mark this step a complete when you complete your review.

  • Order business materials

    Important: Do not let this slow you down-improvise until you get your stuff. The most important thing is to get on the phones quickly. 

    ⭐Business cards

    ⭐Policy summaries

    ⭐Door knocking slips (ffl website)

    ⭐Badge (ffl website)

    ⭐FFL Shirt (ffl website)

    You can review this section in Tools of the Trade. We recommend VistaPrint for all of your printing needs. 

    Remember, you just need enough to get started and you can ALWAYS make changes the next time your order if you want a different style. 

    Mark this step as complete when you have placed your order.

  • Step 5: In-Home Review (after your first run day)

  • 🚨Schedule your In-Home Validation session with your Mentor (#4 of 4 Zoom calls)

    Once you have reviewed all materials in this section, you\'re ready for your In-Home Validation strategy session with your Mentor.

    🚨If your mentor is Jessica and Ken Powers use the link below to schedule this Zoom.

    ➡️Click here to schedule your Zoom with Jessica

    🚨If your mentor is someone else reach out to them ASAP to schedule this Zoom.

    ✅ Mark this step as complete as soon as you have your Zoom with Jessica.

  • Review all content from In-Home Prep

    ✅ Review the In-Home Prep section and mark this step as complete once you\'re done. 

  • Prepare questions about your in-home experience and what you\'d like to learn

    Write down any question you have for your mentor about your in-home experience so they can answer them on your In-Home Validation session. 

    Mark this step as complete once you\'ve written down  your questions.

  • Determine how much you will invest in your next set of leads

    Our most successful new agents reinvest at least 50% of what they\'ve earned back into their leads. Decide how much you will invest in your next set of leads before your In-Home Validations session with your mentor.

    Mark this step as complete when you know how much you will spend on your next set of leads.

  • Tools of the Trade: Resource

    Review the additional resources available on page 2 of the Tools of the Trade 

    http://www.aspireffl.com/tools

This checklist was created by fflaspire

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