7-STEP FAST START TRAINING
Your first 30 days decide your first year.
This is the exact path. No guesswork, no shortcuts, no excuses. Take it one step at a time and do the work. If you are brand new, do not skip ahead. The agents who win are the ones who do it step by step.
1
CONTRACTING
Get contracted with our carriers so you can get paid. Start here, day one.
2
BUSINESS OVERVIEW
Learn the business you are actually in: protecting families and getting paid well to do it.
3
GOALS & SCHEDULE
Goals are attainable; set them, reach for them, work for them, achieve them. Build the weekly schedule that gets you there.
4
LEADS
Leads are the fuel. Learn what to order, when, and how to work every one of them.
5
DIAL TRAINING & SCRIPTS
The phone is where the money is made. Word-for-word scripts and live dial training.
6
QUOTERS & PRODUCTS
Know your tools, know your products, quote with confidence.
7
SALES TOOLS & RUNNING APPOINTMENTS
Sit down, serve the family, close with integrity.
© 2026 Halaas Financial Group · Independent agent with Equis Financial
