
Want to hire a team?
Are you Prepared to Hire?
HIRING REQUIREMENTS
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Do you have all your writing numbers?
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Your hire will not be able to get contracted without you having all your writing numbers.
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Do you have your CRM set up?
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Can you answer basic questions about contracting and state licensure?
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Are you prepared to be this person's manager throughout their FFL career?
If you can answer YES to these questions continue!
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Vet your hire!
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Will they sell?
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Do they know the financial requirements? Exam, E&O, Licensing Fee, Leads.
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Once they schedule their exam input them into the Hiring Form with their test date and relevant notes.
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Do not input someone without a test date unless they are in a restricted state
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The exam code will not work in Illinois
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Follow up with your agents throughout the course to check on their process, answer questions, and keep them excited.
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ADDING AN AGENT TO YOUR CRM
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To input a hire into your CRM, log into ww3.familyfirstlife.com
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Click "account"
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Click "my team"
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Click "add team account"
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Input the hire's full name and their email address.
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Find yourself in the dropdown bar for "agent upline 8"
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Click "Submit"
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When you get the "SUCCESS" notification you have successfully entered your downline into the CRM!
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Let your hire know they will receive an email to set up their own CRM
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ADDING AN AGENT TO YOUR PROSPERITY
To have a hire added to your Prosperity, log into your Prosperity account.
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Click on "Contracting"
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Click on "invitation codes"
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Select the comp you want the hire to start at
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Copy and Paste that specific LINK into an email and send it to your hire
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The directions for filling out prosperity are under the Licensed Agent tab
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