Double V Financial ONboarding & Training
Hiring Homepage
Onboarding
Sales Training
Agency Building
Double V Financial ONboarding & Training
Hiring Homepage
Onboarding
Sales Training
Agency Building
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Welcome to the Onboarding Page

We're excited to have you join the team!

Step 1: Sign up for XCEL Course

We work with XCEL testing solutions to help you prepare for you exam. 


1. Go to link below to register for course


2. Apply code: sfgwillvv99 (lowers price from $199 to $99)

(SHOULD ALREADY BE GENERATED IN TOP GREY BAR)


3. Select State

4. Education: "GET LICENSE"

5. Line of Authority: "LIFE AND HEALTH"

6. Choose the $99.00 Option (Extra course not necessary)

 7. Add to cart & Checkout 


8. Text your upline + onboarding manager letting them 

know you've signed up for the course!


9. When asked for "HIRING MANAGER" use the person who interviewed you.



Xcel Pre-licensing Course Signup

Step 2: Make a Study Schedule and Start Joining Conference Calls

Blank Schedule

Conference Call Zoom Links

Monday - Double V Team Call - 10:00 AM EST - Cameras requiredFRIday - Pogue Agency Call (Password: 587320) - 11:00 AM EST - Cameras Required

Step 3: Schedule Your State Exam

Schedule your exam with the testing provider in the column on the right when you follow the link. 

You are scheduling your insurance producer exam for life and health. You can choose if you want to take the test online proctored (OP) or in person. 


Text your manager letting them know you've scheduled the exam!

Schedule State Exam

Step 4: Join Our Sales Team GroupMe Chat

This is where we share wins, announcements, updates, address any agent questions and inform the team of anything! This is our teams communication group chat!

Join Groupme Chat

Step 5: COMPLETE ALL 3 SECTIONS OF XCEL. Study hard and pass your state exam! Text your upline / hiring manager when you pass you exam! Once you have passed you will proceed with next steps!

Onboarding Stage 1 Complete!

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