QUICK ONBOARDING
Let's get you going quickly.
STEP 1.
PERSONAL FINANCIAL NEEDS ANALYSIS (FNA)
Let's rearrange some furniture. It's important to be the moral authority and example before asking other's to get their house in order, and do the same when it comes to personal finance. If your goal is to improve your financial situation, begin by learning and implementing a plan/program/strategy for yourself.
STEP 2.
COMPLETE PRE-LICENSING
NO LICENSE? NO PROBLEM!
Let’s get you licensed asap. Our licensing coordinator will be reaching out to you to help you with the process. Below is an outline of the entire process.
STEP 3.
SCHEDULE STATE INSURANCE LICENSE EXAM
Without a license, you can't be properly and fully compensated. So let's make sure we can take care of this step ASAP. Choose from one of the options below for instructions.
SCHEDULE STATE EXAM
Each state has different requirements for testing, be sure to visit your state Insurance Department website for more details.
PASS EXAM & APPLY FOR LICENSE
CONGRATS!
You have passed your state exam, now it's time to apply for your resident license & get fingerprinted.
POST LICENSURE STEPS
Congrats, you'RE LICENSED!
You have now received your license number from the NIPR.
STEP 4.
BUILD CONTACT LIST
READ RECOMMENDED BOOKS
GET APPOINTED
GET APPOINTED!
You're almost ready to start writing business. Finish the appointment process using the below steps. If you need assistance reach out to your licensing coordinator/operations team.
AFTER APPOINTMENTS ARE APPROVED
You will NOT receive setup emails for Advisor HQ & MyAnnexus until Nationwide app is approved
STEP 5.
SCHEDULE TOP 3 ONE ON ONE APPOINTMENTS
Our business is simple to understand and easy to learn. Here are the three areas to learn and master.
MARRIED, AGE OVER 25, WITH CHILDREN, HOMEOWNERS, OCCUPATION/WORKING (MACHO)
Everyone should learn about money, but the market and demographic that tends value our services and information the most is MACHO.
ENTREPRENEURIAL MINDED, LOOKING TO MAKE AN IMPACT, DISSATISFIED WITH THEIR CURRENT CAREER
People who value their time, understand their self-worth, have had previous success or those who are looking for change make for great candidates.
Who are the people that can learn, take advantage and benefit from learning the concepts of financial literacy and those who could become a credible referral source? This is your opportunity to create an effective referral network.
Edifying is simply explaining to someone in a few sentences why they should trust the third party you are about to introduce to them. It should communicate quickly, simply and sincerely why you consider that third party to be an authority – and why what they have to say is both important and believable. "Edifying” is the honest and sincere process of making those qualities clear to someone new.
SAMPLE EDIFICATION
Before we get started, let me properly introduce (Name of Trainer).
He’s one of my business partners and he’s the one who changed my perspective about money and finance. (Name of Trainer), who is too modest to admit it, has helped me and many others get our finances in order. He is also one of the people helping me expand my business. I’ve got tremendous respect for (Name of Trainer) because he’s a great example of success and he’s also a great family man.
(Name of Trainer), I want to personally thank you for taking your time today. I know how busy you are and I appreciate you helping me show my good friends (Friends Name) what we do. Guys, make sure you pay attention to what he has to say.
Proper
EDIFICATION
Edifying is simply explaining to someone in a few sentences why they should trust the third party you are about to introduce to them. It should communicate quickly, simply and sincerely why you consider that third party to be an authority – and why what they have to say is both important and believable. "Edifying” is the honest and sincere process of making those qualities clear to someone new.
SAMPLE EDIFICATION
Before we get started, let me properly introduce (Trainer).
They're the person I’ve been working with and the one who’s changed my perspective about money and finance. (Trainer), who seems so modest, has helped us and so many get our finances in order and is one of the people heading up the expansion in our company. I’ve come to have
tremendous respect for (Trainer) because not only are they having success, but they're also a great parent and example to their family.
(Trainer), I want to personally thank you for taking your time today, I know how busy you are, and I appreciate you helping me show my good friends (Prospect) what we do. Guys, make sure you pay attention to what he has to say.
Now that you've identified the who, now what? Time to make the outreach. Your trainer will help guide you to ensure the best possible impression is made. Keep the following in mind, you are NEW and in TRAINING, so don't get too overwhelmed with having to know everything just yet.
What's the goal with your outreach? To schedule activity and complete your training. Use the Scripts below:
Let ETHOR be your guide when you're trying to find the right words. What's ETHOR? It stands for Excited, Training, Help, Opinion, Referrals. So when reaching out or having a conversation with others your conversation can go something like this:
I'm EXCITED about this new endeavor/opportunity and so far what I've learned has had tremendous value and impact. I'm in my TRAINING phase and in the process of my certification and I could use your HELP with getting the butterflies out. I value your OPINION and I want to get your feedback about what I'm doing so you can send me some REFERRALS in the future! Could you help me out?
Text messages are a great way to generate activity and market your business. One effective strategy is the 3-way text message that you and your trainer can send out. It's a nonchalant way to get the ball rolling. You are welcome to copy and paste.
One on One
Hi (Person Name), I recently obtained my state license and I need a few hours of training to get certified. I am excited about it. I have added (Trainer's Name) to the text thread. They will be the one training me. I would really appreciate your help. What day _____or _____is better for you
Business Overview/Launch
1st message:
Hi (Person Name), I just got my state license and I need a few hours of training to get certified. I am excited about it. I want to do a group of close friend/family on zoom to celebrate and show you what I am doing. I have added (Trainer's Name) to this text thread, they will be the one training me. Want to do it _____ at ___pm AZ time. Can’t wait for you to see it!
YOUR TIME TO SHINE!
On this step, your goal is to watch, listen, and learn.
- You'll be taught how to properly introduce and EDIFY your trainer.
- Trainer will go over FORM to build rapport and customize the conversation.
- Your trainer will go over our overview to create DISTURB and intrigue.
- Depending on the individual(s) situation, one or more goals will take priority, i.e. more income, retirement, stability, insurance.
There are 3 ways to market your business.
- One-on-One - It's you, your trainer and prospect.
- Business/Company Overview - You invite prospects to one of the weekly held events.
- Business Launch - You and your trainer host a private event to launch your business with a select group of people.
The overall outcome is to leave with a positive impression, build credibility, create awareness for referrals and potentially adding a new agent or client.
WHAT HAPPENS NOW?
There are three outcomes when we discuss our concepts, company and mission.
- 100% are Impressed by what they learn, heard and saw
- 70% become a Client, because it makes sense
- 30% will JOIN you in business, because they're looking for a change, earn more money or looking to transition to a different industry or career
SCHEDULE 1ST OF 4 BUSINESS LAUNCHES
STEP 6.
HELP FIRST 4 FAMILIES
STEP 7.
Earn your first $1,000
STEP 8.
EARN 1ST PROMOTION ($10,000)
STEP 10.
EARN FP PROMOTION ($50,000 & HELP 30 FAM)
