Awakening financial Group

Active Agent CHecklist

Step 1: Schedule a 1-on-1 with Your Manager

Done with Step 1?


Step 2: Get Plugged In

Connect with the Awakening Team

Join the Active Agent Discord

Join the Discord

Join the CRM

Join CRM

Save the Team Calendar

Connect to the Zoom Office

Done with Step 2?


Step 3: Complete Sales Training

Complete Training Bootcamp

Bootcamp

Review Sales scripts

All 
Scripts

View Scripts

Final
Expense

Go To Script

Mortgage Protection

Go To Script

General Life Insurance

Go TO Script

Practice Roleplays

Access Underwriting GUide

Done with Step 3?


Step 4: Complete Carrier Training

Access Carrier Portals

Carriers

Practice e-apps

Done with Step 4?


Step 5: Have Sales Review With Manager

Submit Recording

Done with Step 5?


Step 6: Purchase Leads

Done with Step 6?


Step 7: Race to 10k

Done with Step 7?