follow the path to success

Every agent goes through the same 10 steps to start with Velocity. Don't reinvent the wheel - just follow the path:

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1-3: Licensing

Book your state exam, take the course, pass the exam, and apply for your license

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4: Contracting

Get setup with Prosperity, Mutual of Omaha, Americo, American Amicable, Corebridge, and Ethos to start

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Join Discord

Essential messaging threads, forums, live dial rooms, leaderboards, event calendars, and more

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5: Bootcamp

Go through our Telesales Bootcamp and then the Ethos Agent Academy

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6: Shadow 10 Live Calls

On the live dials channels in Discord, watch other agents take their clients from call to close 10 times

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7: Lead Strategy Call

On a lead strategy call with your manager, work with your budget to buy your first batch of 100 leads to call over your first two days

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8-9: "First 48" Challenge

Run 10 quotes and close your first deal in your first 48 hours after getting your leads

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10: Recruit Your Starting 5

Set up your recruiting website with one click, then bring your new agents back to this page and walk them through the same steps you just took

PLUG IN

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DAILY TEAM ZOOM @ 10AM ET

VelocityZoomCalls.com - Access Code 213

  • Monday: All-Hands Sales Meeting

  • Tuesday-Friday: New Agent Launch

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