Why Recruit from Day 1
Why Recruit from Day 1
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Recruiting isn’t about signing people up — it’s about sharing a gift. You’ve been given an opportunity that can change lives, and keeping that to yourself would be selfish.
When you recruit, you’re giving others the same shot at freedom, purpose, and control that you were given. Don’t wait until you’re a top producer — the best leaders succeed because they recruit early and often.
You’re not convincing anyone… you’re simply inviting them into something great.
Learn how to recruit
Learn how to recruit
One of the best recruiting resources HERE
Enroll your new team member
Enroll your new team member
So, you have a new team member. How do you get them started?
So, you have a new team member. How do you get them started?
Click the link above, which takes you to the "JOIN" page, and follow the steps on that page.
Add New Hire
Password 4321
Select the right path:
if they are unlicensed, enroll them in the course
If they have their license, select that option
Agency = FFL Optimum Financial Solutions
The compensation rate for all starting agents is 80%
You are the upline
Recruiter is "Agent"
Lead Source is likely "warm market."
Set Expectations with new team member
Set Expectations with new team member
New Unlicensed Agent
New Unlicensed Agent
Step 1
Step 1
YOU:
Welcome them!
Make sure they have your contact info
Send them the following!
Below, click on the link below and to head to our team onboarding site. That will be your main resources for all things- right now your focus will be getting licensed within 2 weeks! (FIRST- WATCH THE VIDEO ON THE HOME PAGE BELOW!!!). Please let me know if you have questions along the way!
https://www.ffloptimum.com/home
Again, congratulations. I am excited to have you on the team. Let’s go!!!!
-XXX
Step 2
Step 2
YOU:
Set expectations to get the test scheduled ASAP, course done and passed within 1-2 weeks, AND for them to connect with you every few days to keep you clear on where they are with everything.
New Licensed Agent
New Licensed Agent
Step 1
Step 1
YOU:
Welcome them!
Make sure they have your contact info
Send them the following:
Below, click on the link below and to head to our team onboarding site. That will be your main resource for all things- right now your focus will be getting contracted/appointed with our carriers as quickly as possible AND to begin initial training. (FIRST—WATCH THE VIDEO ON THE HOME PAGE BELOW!!!). Please let me know if you have questions along the way!
https://www.ffloptimum.com/home
Again, congratulations. I am excited to have you on the team. Let’s go!!!!
-XXX
Step 2
Step 2
YOU:
Set expectations to get their onboarding zoom scheduled within the next 24 hours (this can be with you or your upline mentor; if with mentor, introduce them asap)
On the onboarding zoom, go over the items on the onboarding zoom drop-down from the Licensed Agents page
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