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Agent Startup Training

By mightyguardiansllc.com Uncategorized
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About Course

This course provides comprehensive training for new agents in the Mission Team. Participants will learn essential skills and strategies to build and grow their business, including financial needs analysis, recruiting, sales techniques, and understanding the insurance industry. The course is designed to help agents complete their initial licensing and achieve rapid growth in their business within the first 90 days.

What Will You Learn?

  • Business Planning:
  • Developing a solid business plan.
  • Setting short-term, intermediate, and long-term goals.
  • Financial Needs Analysis:
  • Conducting personal financial needs assessments.
  • Understanding and utilizing various financial products.
  • Licensing and Education:
  • Completing pre-licensing courses.
  • Registering for and passing the licensing exam.
  • Sales and Marketing:
  • Effective sales techniques.
  • Recruiting strategies and building a team.
  • Leveraging technology and social media for marketing.
  • Field Training:
  • Conducting field training appointments.
  • Presentation and field etiquette.
  • Compensation and Promotion:
  • Understanding the compensation structure.
  • Steps to achieve promotions and pay raises.

Course Content

Getting Started
Please fill out the form attached below and enter your details

  • Fill up your details

FAST START Checklist
The FAST START Checklist is designed to help new agents hit the ground running and achieve their initial goals within the first 7 days of starting. This structured plan ensures that agents complete essential tasks, understand key concepts, and are prepared to begin their journey in the financial services industry

7-STEP DUPLICATION Checklist
Pre-Licensing Course Description: Enroll in and complete the pre-licensing course required for your state. Purpose: To gain the necessary knowledge to pass the licensing exam and meet regulatory requirements. Fingerprint (if applicable) Description: Complete fingerprinting as required by your state’s regulations. Purpose: To fulfill background check requirements for obtaining a license. Test Date Description: Schedule and prepare for your licensing exam. Purpose: To ensure you are ready to take and pass the licensing test, a critical step in becoming a licensed agent. State Application Description: Submit your application for a state license. Purpose: To officially apply for and obtain your state insurance license. Agent Agreement Description: Complete and sign the agent agreement with Mission Team LLC. Purpose: To formalize your relationship with the company and agree to the terms of your role. Continued Education Description: Enroll in and complete any additional training or education required after obtaining your license. Purpose: To stay updated on industry knowledge and maintain your license through ongoing education. E&O (Errors & Omissions) Insurance & Platform Fee Description: Obtain E&O insurance and pay the platform fee required for using company systems. Purpose: To protect yourself from potential claims and ensure access to necessary business tools and platforms.

BUSINESS PLAN

TECHNOLOGY STACK

GIANT EXPLOSION

STANDARD PROMOTION CHECKLIST

MISSION TEAM ACADEMY TRANSCRIPT

AGENCY EXPANSION CHART

100 AGENCY MEMBER

COMPLETE YOUR SIMPLE FINANCIAL NEEDS ANALYSIS FORM

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