Onboarding Programs

Choose Your Onboarding Path

Select your role to view the comprehensive 12-week training program designed specifically for your position.

General Onboarding

A structured 12-week program covering company orientation, core training, and foundational skills for all new team members

12 Weeks

Complete Program

1:1

Mentor Support

100%

Training Provided

24/7

Support Available

Week 1

Welcome & Orientation

  • Welcome meeting with leadership team
  • Company culture and values introduction
  • Office tour and workspace setup
  • IT and systems access configuration
  • Team introductions and networking
  • Initial role overview and expectations
Week 2-3

Core Training

  • Product and service deep-dive training
  • Compliance and regulatory requirements
  • Sales techniques and best practices
  • Customer relationship management (CRM) training
  • Marketing and lead generation strategies
  • Role-specific skill development
Week 4-6

Mentorship & Shadowing

  • Assigned mentor for 1-on-1 guidance
  • Shadow experienced team members
  • Observe client interactions and calls
  • Participate in team meetings and training
  • Start building your client base
  • Weekly performance reviews
Week 7-12

Independence & Growth

  • Lead your own client meetings
  • Close your first deals independently
  • Build your personal client book
  • Develop marketing and prospecting strategy
  • Ongoing coaching and support
  • 90-day performance review
View Full Program

Ready to Start Your Journey?

Choose your role and begin your comprehensive onboarding program today. Our team is committed to your success.

Insurance Agent Tax Professional