The Onboarding Department
Welcome to the family! You have completed the interview and licensing process. Now it is time to begin onboarding your career as a Financial Representative. Our team has detailed your course of action from your “pre-contract” to your “active contract” journey.
Whitney Masteron | Onboarding Specialist
Nicole Vazquez | New Business Specialist
Petal Hassad | Director of Technology
Essential Tools & Resources
Required Courses
Make sure to complete all your required coursework as quickly as possible. Courses will vary depending on your contractual and licensing status. Use the following guide for reference. If you have any questions, email Whitney Masterson: whitney.masterson@afgfl.com
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Guardian Insurance & Annuity Company (GIAC)
Agency Security Policy & Implementation Standards (ASPIS)
eApp & Illustration Training
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PAS Representative Compliance Course
Marketing Department Startup
Once GOL access is granted, get started on your marketing resources set-up.
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Schedule a headshot appointment with us or if you had your photo taken elsewhere, make sure to email us a copy.
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Complete this course to get started.
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Schedule an appointment with us and we’ll help you set up your Digital Business Card, Microsoft Bookings, and email signature.
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In the pre-contract phase, you have some limitations with what you can do on social media. Please follow this social media template to help you set yours up.
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Guardian Insurance & Annuity Training
Reg 275 Annuity Training
IT and Accounting Setup + Compliance Overview
Ensure you are scheduled to meet with Petal Hassad, and Robin Jacobs to begin selling. Refer to Oboarding Specialist, Whitney Masterson, for guidance.
AFG and Guardian Trainings
Throughout your career with us, you will benefit from a range of training. There are weekly training schedules for you to attend, plus two conversations you need to master to get started.
Also, our parent company, Guardian, has been highlighted for their New FR Curriculum. Complete their training videos on your own time, as fast as you can, to fully equip yourself for success in this industry within a 60-day period.
Business Startup Best Practices
It’s true - you are now an entrepreneur! Every successful entrepreneur will tell you, ”What separates the successful entrepreneurs from the non-successful ones is pure perseverance.”
The best advice we can give you is: if you have questions or want extra guidance, GO GET IT. Now is the time to get out of your comfort zone and show people how passionate you are on showing them a route towards true financial confidence.
Set up your new practice properly by implementing these tools from Day 1.
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*This free newsletter provides automatic touchpoints and opportunity to send custom email blasts bi-weekly for further strategy.
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Until you are on FR Contract, you will be using our insert-ready social media template. Copy and paste accordingly.
*Contracted FR’s receive marketing consult for custom cover image graphic, guidance on LinkedIn headline, and optimizing profile(s).
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In order to grow a business, you need prospects. Start by adding all current contacts into Smart Office CRM.
Every day you meet a new person, you are to gather their information (name, email, phone) and add them to your ongoing list of prospects.
By the end of your pre-contract phase, if done properly, you will have hundreds of contact points to reach out to weekly/monthly/quarterly.
Access the GOL app - You can bookmark your essential tools and access all information needed on the go.
ProfileNest- Access your personalized digital business card and conveniently share with prospects and clients.