Onboarding Checklist

Full Name

Agent Code

Phone *

Email *

Date of birth

Upline Agent

Agent State

License Test Date

Onboarding Checklist

Slides

Comp Slides

Group Fast Start

One on One Fast Start

Fast Team #

Personal FNA

Personal Financial Strategy

Client?

Have you Set their first 3 appointments?

Hang License

2nd Background Check

Cert Checklist

Platform Fee (Reoccurring)

E&O w/ Marsh

Direct Deposit

AML

Sprint Award

Received Sprint Award

LTC Certified

Annuities Licensed

Nationwide Training

Nationwide Appointment

Symetra Appointed

Pac Appointed

Curiosity Checklist

List Building

Inviting

Connecting

Recruiting Model 1

Recruiting Setting the Stage

Licensing

Leading

Training

Selling- DM Process

Presenting

Time Management