GET RECRUITS IN THE SYSTEM SAME DAY
GET RECRUITS IN THE SYSTEM SAME DAY
Embedded Files
STEP 1
Send Company Overview to Recruiting Prospects
Use as a quick tool to explain FFL
STEP 2
CALL NEW RECRUIT AND CLOSE THEM
HIRING MANAGER
PERSONALLY COMPLETE THIS TO OFFICIALLY GET A NEW RECRUIT IN OUR SYSTEM AND MOVE THEM FORWARD IN THE ONBOARDING PROCESS.
(NPN MANDATORY FOR LICENSED RECRUITS)
GET THEM IN OUR SLACK ASAP
STEP 3
RESERVE TEST (10 days out)
RESERVE TEST (10 days out)
Visit the link below and copy and past the web address and text web link to your new agent. Make sure your new agent reserves a test date BEFORE you send them the Xcel study course coupon.
XCEL STUDY COURSE
XCEL STUDY COURSE
Make sure your new agent reserves a test date BEFORE (no longer than 10 days out) before you send them this link for the FREE coupon. Copy and past the web address and text web link.
RECRUIT BOOKS EXAM, SENDS YOU A SCREENSHOT OF THE RECEIPT AND YOU SEND THEM THIS COURSE VOUCHER
LICENSED RECRUITS
HIRING MANAGER
PERSONALLY COMPLETE THIS TO OFFICIALLY GET A NEW RECRUIT IN OUR SYSTEM AND MOVE THEM FORWARD IN THE ONBOARDING PROCESS.
*** INCLUDING YOUR NEW TEAMMATES NATIONAL PRODUCER NUMBER (NPN) ON THE NEW HIRE FORM EXPEDITES THE ONBOARDING PROCESS
INVITE NEW TEAMMATE IN BOTH SLACK GROUPS ASAP
SEEING THE CONSTANT SALES POSTED REINFORCES BELIEF IN JOINING YOU
NEXT STEP...
ACCEPT SEND HCMS INVITE
(OFFICIALLY BINDS THEM TO YOUR TEAM)
**LICENSED RECRUITS MUST COMPLETE NPN VALIDATION WITHIN THE HCMS INVITATION
HCMS - HCMS Invite and Following Steps.mp4HCMS INVITE WALKTHROUGH
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