So we heard you want to be an agent
... and You’re probably wondering,
WHAT’S
NEXT?
Don’t worry, you’re in good hands!
YOUR Agent Success Coach will take it from here
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.PLG@gmail.com
Save these links!
OUR APPROACH
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.
GOAL
We want you to complete your
within 2 weeks from your start date
This will help guarantee your success as a new agent.
PRE LICENSING COURSE
*your ASC will help
get you enrolled.
Schedule &
PASS THAT
EXAM.
YOUR ASC WILL ANSWER ANY QUESTIONS you have in regards of scheduling your state exam and getting fingerprints done. (if needed) |
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 contracting (E&O insurance, Bank info, Beneficiary, etc.) |
Your ASC will request a headshot from you for your agent profile and social media purposes.
examples of what we mean by “headshot”
Carrier
CONTRACTING
Your ASC will send everything you need via email to get contracted with each life insurance carrier.
New Agent
TRAINING
is scheduled upon completion of Carrier Contracting
WEEKLY SCHEDULE
Upon completion of all
New Agent Training & Bootcamp,
your ASC will schedule your
with your upline
LEAD STRATEGY CALL
next...
ASC will send
you must sign and return
AGENCY AGREEMENT
Agent
RESOURCE TAB
is a one-stop-shop for our agents. You will find everything you need from scripts, downloads, carrier & product breakdowns, to underwriting guides.
This is a great resource for you to use as a brand new agent and will help guarantee your success!
Create your own account to access it all!
Save this tab and use it daily
It’s time for lift off!
LET’S GET YOUR 1ST SALE!
Live Dial Rooms are open 24/7.
You can easily access each room on the Discord server where you can hop on and listen to some of the best in the industry close sales!
Writing number
SUBMIT FORM
Your are responsible to fill out and keep track of your writing numbers each week
Your ASC will continue to stay in touch with you for writing numbers and keeping track of 1st, 2nd & 3rd sales.
Please confirm your and that the information within the NIPR.COM system is accurate and up to date.
Last, but not least.
LET’S GET SOCIAL!
Stay up to date with everything Pinnacle & tag us in your posts!
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LIKE AND FOLLOW US!
WELCOME TO THE PINNACLE