Transparent Financial
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Leadership Resources

Leadership - General

Career Overview Link
Why We Do What We Do
2022 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)
CATS Onboarding Tutorial
Baton Pass + Role Reminders - How To
Baton Pass - Scripts
Sales School Call
Onboarding Playbook (05.2022)
Xcel - Pre-Licensing Discount Code
Xcel - Wisconsin Discount Code
State Onboarding / Licensing Chart
March 2021 CATS Training - Michelle & Liz

​Field Training

Field Training Essentials
FHD Field Trainer Pay Incentive - Flyer
MOBILE APP TRAINING
2022 FHD Field Trainer Form (PDF)
Field Training Manual
DAILY TRAINING TOOL
The Only 5 Things You Need To Know To Be A Rockstar Field Trainer
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  • Home
  • Our Story
  • What we do
  • Our Team
  • Careers
  • Apply Now
  • Contact
  • Agent Resources