YOU WILL GET APPOINTED WITH TOP CARRIERS
MAXIMIZING YOUR FIRST MONTH
NEW AGENT TRAINING
Get Started
OCTOBER 17TH AT 9AM
WEEK 1
MEET THE SPOUSE
BUSINESS PLAN
TOP 25
5 FIELD TRAININGS
FLS
XCEL SOLUTIONS ENROLLED
PLAYBOOK
BIG EVENT
SPRINT AWARD
Schedule BOM, Lunch, Coffee, or FT
Intake form completed
$19.95
$200 - $250
$23.00
NEW ASSOCIATE
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ENTRY
TRAINEE: 30 %
CONTRACT
-PHP AGENT
-ENROLLED IN LICENSING CLASS
-ATTENDING ALL LOCAL CLASSES
WEEK 1
ASSOCIATE: 40% CONTRACT
-3 RECRUITS
-3 APPLICATIONS
-3,000 POINTS
WEEK 2
FIELD ASSOCIATE: 50% CONTRACT
-10 RECRUITS
-10 APPLICATIONS
-10,000 POINTS
WEEK 4
DIRECTOR: 60%
CONTRACT
-25 RECRUITS
-25 APPLICATIONS
-25,000 POINTS
TRAINEE: $450
FIRST MONTH LICENSED
ASSOCIATE: $1,500
FIRST MONTH LICENSED
FIELD ASSOCIATE: $3,750
FIRST MONTH LICENSED
DIRECTOR: $6,750
FIRST MONTH LICENSED
*Projected Income*
GREATNESS PATH
SIMPLE PAY BREAKDOWN:
YOU
SPEED + COACHABILITY + ALIGNMENT =
SUCCESS!!
$84 (monthly) x 12 (monthly) = $1,008
Points/Commissionable Premium
X 30% = 300
X 60% = 600
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The Power of Passive Income
SERVANT LEADERSHIP = PASSIVE INCOME
TRAINEE 30%
ASSOCIATE 40%
DIRECTOR 60%
MARKETING DIRECTOR + 100%
[40% Override]
[20% Override]
[10% Override]
$2,400
$1,200
$600
$1,800
6,000
1,200
1,800
600
2,400
EXAMPLE:
TRAINEE WRITES AN APPLICATION ON HIS UNCLE WHO PUTS AWAY $500 A MONTH TOWARDS FAMILY PROTECTION, COLLEGE SAVINGS, & LONG TERM SAVINGS.
500 X 12 (MONTHS) = $6,000
IN COMMISSIONABLE PREMIUM
OVERRIDE = FREEDOM
SCRIPT TO INVITE SOMEONE TO BOM
Hi ____, this is ____ (small talk)
The reason why I'm calling you is because I recently took a position with a company that I’m really excited about. I’m possibly making a career change and I want to get your opinion.
(What is it?) It’s in the financial services industry. I want you to see what I'm doing so in the future, you can give me referrals. I’m new so I can't explain much and I want you to hear it from an expert. You will be able to help me won't you?
What is a better time for you? Tuesday evening or Saturday morning?
Tuesday at 7pm or Saturday at 10am?
You then tell them the dress code and immediately put them into the Captains System→ a fillable form we use to keep track of guests and confirm them for a BOM (talk to Base Shop Coordinator for link)
SCRIPT FOR SETTING UP FIELD TRAINING
Hi ___, this is ___ (small talk)
I’m calling you to let you know that I recently started with a financial services firm called PHP Agency and I need your help. ( They will then usually ask you how they can help)
I'm in their training program that includes classroom training, getting my license, and ten hands on field training appointments. My goal is to get my ten training appointments done in the next week. I value your opinion and was hoping you (and your spouse, partner, etc) would help me out by being one of my training appointments. (wait for answer, they will usually say yes)
Great, thanks ! What's better for you, ____ or ____( give day and time)?
What is the field training about?
PHP is a financial services company. The presentation is about 30-45 minutes and I'll be stopping by with my trainer to tell you more about what we do for families. You don't have to buy anything but if you're impressed, I’m hoping maybe in the future you can send me some referrals. If nothing else I get my training out of the way. What's best for you, weekdays or weekends?
Indeed Calling Script Hard Roc Academy
1. INTRO & TIMING
"Good Afternoon, is ______ available?"
"Yes, who is this?"
"Hi, this is Dana with Hard Roc Academy. You applied on Indeed to be a Life Agent, still interested?"
"Oh, yeah I am still interested."
"Great! We saw your application and wanted to reach out. Is now a good time to talk?"
"Yes, now is ok."
2. DISCOVERY
"What made you want to apply for life insurance & financial services?"
[Listen to Answer]
"Do you have a passion for helping people?"
[Listen to Answer]
"What are you hoping to achieve in your next role? (Income, impact, lifestyle?)"
[Listen to Answer]
3. MISSION & INVITE
Our Mission: Help families make/save money and get out of debt through financial literacy.
The Invite: Come to our office for a tour, meet agents, and discuss next steps.
Schedule & Location
Wed 7:00 PM / Sat 2:00 PM
3901 Calverton Blvd, Calverton MD 20705
Dress: Business Professional • Bring Notebook
ACTION Register candidate for workshop on app & confirm they receive the confirmation text.
"We look forward to meeting you and helping you reach your financial goals."
Eventbrite Calling Script Hard Roc Academy
ACTION Register candidate for workshop on app & confirm they receive the confirmation text.
"We look forward to meeting you and helping you reach your financial goals."
1. PURPOSE & OPENING
Goal: Reconnect with Eventbrite registered no-shows and convert.
"Hi [First Name], this is Dana calling on behalf of Eric with Hard Roc Academy..."
"You registered for our Eventbrite networking networking for business owners and individuals. Were you able to make it out?
If they say NO or not sure what event.
It was a financial literacy and business networking event
Just wanted to check in and make sure everything was okay."
If they say YES
Ask what were their biggest takeaways?
2. VALUE & DISCOVERY
If they couldn't make it:
"The workshop covered financial literacy, wealth building, and protecting your family... wanted to make sure you get the info."
Discovery Question:
"When you registered for the workshop, what caught your attention the most?"
What do you think would help you the most in this stage of your career?
Let them answer
Great
I think this seminar will be great to help you get to the next level of of your goals
3. BOOK FOLLOW-UP
Option A: Next Workshop
"We have another workshop on
Schedule & Location
Wed 7:00 PM / Sat 2:00 PM
3901 Calverton Blvd, Calverton MD 20705
Dress: Business Professional • Bring Notebook
—------
Option B: Book a 1v1 virtual appointment with Eric
https://calendly.com/hardrocacademy/30
Networking Event/Face to Face Calling Script Hard Roc Academy
3. MISSION & INVITE
Our Mission: Help families make/save money and get out of debt through financial literacy.
The Invite: Come to our office for a tour, meet agents, and discuss next steps.
Schedule & Location
Wed 7:00 PM / Sat 2:00 PM
3901 Calverton Blvd, Calverton MD 20705
Dress: Business Professional • Bring Notebook
1. OPENING
"Hi, may I speak with [First Name]?"
"Hi [First Name], this is Dana calling on behalf of Eric with Hard Roc Academy Financial. How are you today?"
"Eric met you recently at [event/location] and asked me to follow up..."
[Pause and let them respond]
2. RECONNECT
"Do you remember meeting Eric?"
If YES: "Perfect! He mentioned you were interested in potentially working together so he wanted to invite you to learn more about what he does in the financial education & wealth building services."
IEric works with families on protection, retirement, and wealth strategies..."
He wanted to invite you out to his workshop this week or weekend.
[Offer Appointment Times]
ACTION Register candidate for workshop on app & confirm they receive the confirmation text.
"We look forward to meeting you and helping you reach your financial goals."
Retirement/Fixed Indexed Annuity Calling Script Hard Roc Academy
1. OPENING
“Hi, may I speak with [First Name]?”
“Hi [First Name], this is [Your Name] calling from Hard Roc Academy Financial. How are you today?”
“You recently responded to one of our online ads about retirement protection and/or Fixed Indexed Annuities, and I’m reaching out to follow up and see if you’re still interested in learning more about your options.”
“Is now a good time for a quick conversation?” [Pause]
2. UNDERSTAND NEEDS
“Great! I’d like to ask a few quick questions so we can provide the right info.”
1. “What caught your attention about the ad—protection, income, or Annuities?”
2. “Do you have money in a 401(k), IRA, TSP, or savings?”
3. “Approx. how much are you looking to rollover?”
• $10k–$50k • $50k–$100k • $100k+
4. “What is most important regarding your retirement money?”
(Protecting capital, income, market loss reduction, or growth?)
3. MISSION & INVITE
“Based on what you’ve shared, I think it would be helpful to have a complimentary conversation with Eric, our retirement specialist.”
Purpose of appointment:
“No obligation—simply an opportunity to get educated.”
ACTION Register candidate for workshop on app & confirm they receive the confirmation text.
"We look forward to meeting you and helping you reach your financial goals."
4. APPOINTMENT CLOSE
“Based on what you’ve shared, I think it would be helpful for you to have a complimentary conversation with Eric, our retirement specialist.
“I have [DAY/TIME] or [DAY/TIME] available. Which one works better for you?”
Appointment Format:
Virtual meeting
FAST START NEEDED ITEMS | TRAINING VIDEOS | ||
MONDAY PHONE ZONE 6PM - 8PM | |||
WEDNESDAY AGENT TRAINING 7PM - 9PM | |||
SATURDAY AGENT TRAINING 2PM-4PM | | ||
VIRTUAL MEETING SUN @ 7PM/ TUE @ 8P TUE & THU @ 12P | |
IMPORTANT LINKS & DATES YOU NEED NOW
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4% annual renewal bonus ($120)