Your next move
Welcome to Velocity, Jack
You're in the driver's seat. Move at your own pace, nothing waits on anyone else.
Two tracks run at the same time
Orientation
1 of 3 · do these in order
33% complete1 / 3
Welcome to the team
You watched the 60-second welcome video. Easy first win.
Done
video module
1
Day 1 Orientation
Products, the Velocity model, and how your progressions work.
You're here
video module
2
Day 2 Orientation
Agency building and the bigger picture.
Unlocks after Day 1
video module
3
Personal Financial Review
You can't sell what you don't own. Becoming a client is encouraged, not required.
aStart now
Complete & submit your PFR
On your own time, using the digital PFR
bSchedule
Schedule your review
Book the meeting with your reviewer
cLocked
Complete the review
This completes your onboarding
Licensing & Contracting
0 of 8 · order varies by state
0% complete0 / 8
Your licensing coordinator drives these and updates them as you go. Order varies by state.
Pre-licensing course
State-required course
Exam status
Book and pass the state exam
Apply with state
Submit your license application
Fingerprints
Background check
License approval
State issues your license
AML / Annuity / E&O
Required continuing education
Carrier appointments
Contracting with carriers
Fully appointed
Cleared with at least one carrier
Pass your exam to unlock Pick Your Path
Just the exam. Your licensing and contracting keep moving in the background.
Builders and Leads training open up below once the exam is passed
Unlocked after exam
Pick Your Path
Run both if you want. You just can't skip steps within each one.
Builders
Build a team and work with clients on Zoom.
0 of 6 done
1
Client Presentation
LearnWatch the module, get the presentation.Go now
Sign-offPass the trainer scorecard.Sign-off
2
Personal Financial Review
LearnWatch the module, get the presentation.Go now
Sign-offPass the trainer scorecard.Sign-off
3
Illustrations & Quotes
LearnWatch the module and explore the software.Go now
Sign-offRun real illustrations, then pass the scorecard.Needs contracting
4
Applications & Submitting
LearnWatch the module and explore the software.Go now
Sign-offSubmit a real app, then pass the scorecard.Needs contracting
5Field
10 Field Training Appointments
With your trainer, closing real deals. You close, you get paid.
Field steps and live submission unlock once contracting clears with at least one carrier.
Leads
Buy leads and work with clients on the phone.
0 of 6 done
1
Scripts
LearnWatch the module, get the scripts.Go now
Sign-offPass the trainer scorecard.Sign-off
2
Quotes & Illustrations
LearnWatch the module and explore the software.Go now
Sign-offRun real illustrations, then pass the scorecard.Needs contracting
3
Applications
LearnWatch the module.Go now
Sign-offSubmit a real app, then pass the scorecard.Needs contracting
4
Buy Your First Leads
LearnWatch the How to Buy Leads module.Go now
BuyBuy your first batch in the leads marketplace.Buy
5Field
1-on-1 Dial Session
Live on Zoom with your trainer. Goal is your first sale. Starts only after leads are purchased.
The dial session unlocks once contracting clears and your first batch of leads is purchased.
Certified Builder
Training mastery proven. Not legal authorization to sell.
Certified Leads
Training mastery proven. Not legal authorization to sell.
Your career ahead
Milestones
Cashflow and promotions. This is what you chase once you're producing.
48%
to next
Your next promotion
Senior Associate
Licensed & appointed
3 directs · 3 families helped within 30 days
20,000 personal points in 3 months
First $10K
Building momentum