Sales Training Funnel - Life Insurance
Life Insurance Sales Training
Ready to commit?
Apply today for guided onboarding, intentional training, and a performance-paced ramp—clear milestones and hands-on coaching—so you move from day one to confident production without the guesswork.
The Opportunity
Apply Today
Whether you’re brand-new or already licensed, start here. Submit a quick application and we’ll respond with a simple, sequenced plan—onboarding, training, and scheduled sessions that build real confidence before you step into full production.
The Roadmap
Get licensed fast—orientation to courses, exam, and application with clear links and checklists. Entrepreneurial mindset expected.
Get licensed fast—orientation to courses, exam, and application with clear links and checklists. Entrepreneurial mindset expected.
Licensing
- Welcome Intro
- Registering for Licensing Courses
- Registering for Resident State Exam
- Applying for Resident State License
Onboarding readies you for production by completing agency setup, carrier contracting, and compliance, then launching you into Orientation & Day-1 sales training.
Onboarding readies you for production by completing agency setup, carrier contracting, and compliance, then launching you into Orientation & Day-1 sales training.
Onboarding
- Agency Onboarding
- Getting Contracted with Carriers
- Compliance & Ethics
- Orientation & Day 1 Sales Training
Core Sales Skills builds the muscle for real conversations—covering foundational frameworks, lead handling, dialing technique, inbound call flow, and buyer psychology through targeted drills.
Core Sales Skills builds the muscle for real conversations—covering foundational frameworks, lead handling, dialing technique, inbound call flow, and buyer psychology through targeted drills.
Core Sales Skills
- Sales 101
- Leads 101
- Dialing Fundamentals
- Inbound Calls
- Sales Psychology
Product Training gives you real-world product know-how—when and why to use Whole Life/Final Expense, Term, and Mortgage Protection, plus a clear intro to IUL and annuities—so you recommend confidently, not guess.
Product Training gives you real-world product know-how—when and why to use Whole Life/Final Expense, Term, and Mortgage Protection, plus a clear intro to IUL and annuities—so you recommend confidently, not guess.
Product Training
- Whole Life & Final Expense
- Term Life
- Mortgage Protection
- Intro to Universal Life & Annuities
Advanced Sales turns you into a precision operator—mastering carrier placement and quoting, clean app submission, post-issue quality controls, objection counter-moves, and persistency tactics that minimize chargebacks and grow long-term book value.
Advanced Sales turns you into a precision operator—mastering carrier placement and quoting, clean app submission, post-issue quality controls, objection counter-moves, and persistency tactics that minimize chargebacks and grow long-term book value.
Advanced Sales
- Carrier Placement & Quoting
- Submitting Applications
- Post-Sale & Quality of Business
- Overcoming Objections
- Persistency & Chargeback Prevention
Growth & Leadership is a selective, entrepreneurial track for top producers who choose to build a business—recruiting remains optional—focused on brand building and practical team leadership.
Growth & Leadership is a selective, entrepreneurial track for top producers who choose to build a business—recruiting remains optional—focused on brand building and practical team leadership.
Growth & Leadership
- Recruiting
- Brand Building
- Team Leadership
Continued Success sustains momentum with virtual coaching, focused sales huddles, and purposeful team outings that sharpen skills, share wins, and strengthen culture.
Continued Success sustains momentum with virtual coaching, focused sales huddles, and purposeful team outings that sharpen skills, share wins, and strengthen culture.
Continued Success
- Virtual Coaching
- Sales Huddles
- Team Outings
Our Products
Phone
(255) 352-6258
San Francisco, CA
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