EVERYTHING YOU NEED TO ACHIEVE THE LIFE YOU DESERVE JOHN CLAYTON
John is an Agency Owner at Symmetry Financial Group.
Checklist and Additional Information
Checklist
WELCOME!
Please download GroupMe and create an SFG email!
Example: johnClayton.sfg@gmail.com
Please send me an email upon completion!
Get Licensed
- Purchase Pre-licensing
- Study & Pass course with 70%
- Schedule & Pass state licensing exam
- File & Pay for state license
- Schedule finger prints (Code in emai after you pass your exam)
In the Waiting
- Email me a picture of yourself (Use Remini app for professional photos)
- Anti-Money Laundering Certification (AML)
- Errors and Omissions Insurance (E & O insurance) www.mga-eo.com
- Wait for license # and check NIPR.com for your National producer Number (NPN)
- Sign your contract with Symmetry(cannot be completed without NPN and License #)
Other Information
- Get with your mentor to determine lead
- options. Your mentor will suggest the type of script you need based on your lead option. Please print them out.
- Client Qualification Forms
- Activity Report
- Phone Script
- Be present on team calls. A schedule will be provided to you and calls will be posted in GroupMe
- Stay engaged via Text and GroupMe ( Participate in text messaging at least 5 times a week).