Transparent Financial
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Leadership Resources

Leadership - General

Career Overview Link
Why We Do What We Do
2020 Transparent Compensation Plan
The Black Door

Interviewing & Recruiting

Justin's Initial Phone Screen - Audio
Phone Screening - Script
Justin's Final Interview - Audio (02.20)
Applicant Assessment
Final Interview Sheet
Schedule Call - Outline
2nd Interview sheet
Final Interview Script
Standard Recruiting Playbook - (08.2019)

Onboarding

Creating Your CATS Mobile App (Apple Devices)
Baton Pass + Role Reminders - How To
CATS Onboarding Tutorial
Sales School Call
Xcel - Pre-Licensing Discount Code
Xcel - Wisconsin Discount Code
Onboarding Playbook (08.2019)

​Field Training

Field Training Essentials
MOBILE APP TRAINING
Field Training Manual
2020 FHD Field Trainer Pay - Flyer
2020 FHD Field Trainer Form (PDF)
DAILY TRAINING TOOL
2020 FHD Field Trainer Form (Fillable)
The Only 5 Things You Need To Know To Be A Rockstar Field Trainer
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  • Home
  • About
  • Our Team
  • Products
  • Career Overview
  • Apply Now
  • Agent Resources