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NEW AGENT CHECKLIST

NEED TO GET CONTRACTED WITH THE CARRIERS?

After you have requested your carrier contracts, make sure you get plugged in:

☐ Join Private Facebook Group: HERE

 

☐ Text: FFL To 480-530-7196

- Updates and Training Call Reminders

 

☐ Download Fast Start Packet: HERE

- Supporting Sales Resources

☐ Subscribe To Our YouTube: HERE

- Phone, In-Home, and Sales Training

LIKE these pages on Facebook:

- Family First Life Corporate

- Family First Life America 

 

☐ Start FFL America Bootcamp: HERE

☐ Stay Active

Active in Slack

- Active in the Facebook Group

- Active in Training Calls

The more active you stay, the faster you will learn, and the faster you will become successful.

ONCE YOU'VE COMPLETED BOOTCAMP, WATCH THIS VIDEO

Prepare To Dial and Run Appointments

☐ Print Out These Documents To Set Yourself Up For Success

- All Phone Scripts 

- Phone Objections

- Dial Tracker

- In-Home Sales Process

- Financial Inventory & Credibility Sheet

 

☐ Order Leads

Set up your Real Time Lead Campaign - WATCH THIS:

Follow These Steps: 

- Log into your Gateway: HERE

- Click on "ILC" in the menu on the left and then "Real Time Campaigns"

- Click on "New Campaign" and follow the prompts to fill in your desired leads/locations

INCREASE YOUR DIAL DAY EFFICIENCY WITH THESE TOP PRODUCER TOOLS

JOIN IN ON LIVE DIALS

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PHONEBURNER: A POWER-DIALING SOFTWARE

ZEEPO: ALL-IN-ONE VIRTUAL SALE PLATFORM

START YOUR 5-DAY FREE TRIAL: ZEEPO.IO

*IMPORTANT: LIVE DIALS IS TO BE USED TO LEARN SCRIPTS AND OBJECTION HANDLING. WHEN PRIVATE CLIENT INFORMATION IS BEING DISCUSSED, PLEASE MUTE YOUR MICROPHONE.

☐ Download the Fast Start Packet: HERE

- Supporting Sales Resources

 

☐ Phone Script Training

- Watch the Phone Script Training video: HERE

- Start dialing and booking appointments

- Use the FFL Dial Tracker to track your dials and production

 

☐ In-Home Presentation

- Watch every video and study the In-Home Presentation: HERE

- Bookmark the Quote Tools: HERE

- Take detailed notes

☐ Product Knowledge

- Learn about the main products we sell: HERE

 

☐ Decide when to work - Plan out your dial days/run days
- Faster you become self sufficient, the faster you will be successful

Once you receive your Carrier Writing Numbers

- Email your writing number to Jade@polcynfinancial.com so we can upload it into HCMS

- Register for each carrier you received a writing number from

- Become familiar with their e-App

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