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Agent Training
  • 1. Contracting
  • 2. Business Overview
  • 3. Goals & Scheduling
  • 4. Leads
  • 5. Dial Training
  • 6. Products & Quoting
  • 7. Running Appointments
Carriers
Agencies
Events
Shield Financial
Home
Agent Training
  • 1. Contracting
  • 2. Business Overview
  • 3. Goals & Scheduling
  • 4. Leads
  • 5. Dial Training
  • 6. Products & Quoting
  • 7. Running Appointments
Carriers
Agencies
Events
More
  • Home
  • Agent Training
    • 1. Contracting
    • 2. Business Overview
    • 3. Goals & Scheduling
    • 4. Leads
    • 5. Dial Training
    • 6. Products & Quoting
    • 7. Running Appointments
  • Carriers
  • Agencies
  • Events
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  • Home
  • Agent Training
    • 1. Contracting
    • 2. Business Overview
    • 3. Goals & Scheduling
    • 4. Leads
    • 5. Dial Training
    • 6. Products & Quoting
    • 7. Running Appointments
  • Carriers
  • Agencies
  • Events

Account

  • My Account
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  • My Account

3. Goals and Schedule

This video will go into detail the scheduling of a successful agent and understand how to get promoted! 

In-Person Events

Click Here To See Upcoming Events

ignite winner and ignite builder

Equis financial promotional guidelines

compensation documents

Make sure you know your next promotion!
IGNite winner & ignite builderbonus & Promotional guidelinesCommission schedules Sales Manager promotion & incomeRegional manager promotion & incomevice president promotion & income

daily training

Make sure you save the Zoom Links below to your bookmarks.
10AM (est) gold standard coaching callShield financial virtual zoom office 8PM (est) DRT Thursday Evening Edition Zoom Call

Join shield financial groupme for important updates.

Request to be added to the GroupMe to receive team communication on updates, important announcements, training tips, and live appointment notifications. This will be tremendously necessary for agents who want success and accountability.

Shield financial groupme
Continue to step 4

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