Training
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Step 1: Strategy and Preparing (as soon as contracting is submitted)
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🚨Schedule your Start Selling strategy session with your mentor
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Watch First 90 Days video
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Are you looking for an office near you?
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Complete New Agent Bootcamp
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Complete in Tools of Trade: Introduction, Weekly Trainings and Leads
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Step 2: Phone Validation (immediately after your Start Selling strategy session)
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🚨Schedule your Phone Validation session with Mentor
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Complete in Tools of Trade: All "Print" sections and "Sign-up: Underwriting Guide" **This is where you get your scripts and in home documents**
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Watch Improving your Dialing and Phone Strategy video
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Step 3: Start Dialing (immediately after your Phone Validation)
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Buy leads
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🚨High Importance: Sign up for several live dial coaching sessions
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First Dial Day
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Step 4: In-Home Prep (before your first run day)
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Watch 8 Steps to Final Expense video
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Watch Unhealthy Clients and Other Objections video
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Review In-Home Printables in Tools of Trade
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Order business materials
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Step 5: In-Home Review (after your first run day)
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🚨Schedule your In-Home Validation session with your Mentor
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Review all content from In-Home Prep
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Prepare questions about your in-home experience and what you\'d like to learn
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Determine how much you will invest in your next set of leads
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Tools of the Trade: Resource
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