New FES Agent Detailed Checklist
Complete The Following Tasks As Quickly As Possible
Welcome to the Street Smart® FES Team! Many have done quite well and you can too! Following a systematic approach will help you significantly
increase the pace at which you achieve results. By following this step-by-step “Things To Do Checklist” you are getting off to the best start
possible. Congratulations on joining forces with a great company and a dynamic group of people that will encourage you, support you, and most
importantly, help you succeed in your new FES career. Always remember the more you work the system… the more the system will work for you!
Things To Do:
Your Name: ____________________________________ Start Date: __________ Finish: __________
Check Off when Completed... What can you check off right now? Today? Challenge Yourself to do this Now!
Career Commitment Agreement form - Fill Out and send or give to your sponsor (See attached form)
Text Messaging - Opt In for Text Notifications (Text FES to 678-973-1523... You will be prompted to respond with your full name)
Training Session - Schedule Your First Session (Date: __________________ At least 1 hour - With Your Upline, and/or Conference Call,
Video, Evening or Saturday Training - THE SOONER YOU DO THIS THE BETTER AND QUICKER YOU WILL MAKE MONEY!)
Protection Plan - Set up your own services Now (Go to FESProtectionPlan.com and log in by clicking on the orange log in button top right...)
(Your User Name is your FES email address and your Password is the last 4 digits of your SS#)
Smart Credit - Get your credit scores (Soft pull) - (Activate - Leave Sponsor Code blank... Use credit card to charge the $1.00 one-time verification fee)
Credit Restoration – If needed - Send In Your Verification Documents (by Fax to 910-401-1060 or email to [email protected])
Positive Credit Builder - Educates you on all types of credit & issues - (Study, Learn and Implement recommendations)
LifeLock Identity Protection - Follow the instructions on the site to start your service after your enrollment as a Protection Plan Agent
Life Insurance - Submit Your Beneficiary Form - (Same Fax or email as Credit Restoration - Only available for active agents)
MyCare Plan - Will, Trust & Power of Attorney - Complete questionnaire - (Use template provided on that site)
Financial Lockbox - Set up - for the benefit of your family/heirs when something happens to you - (Use Instructions on site)
FES DebtZero Program - Maximize your monthly debt payments and get to a Free and Clear No Debt Life! - (Use Instructions on site)
Rx Discount Card - If you or your family have any prescriptions search the site to compare the price you are paying. Print off the card and take to
the participating pharmacy where you find the savings (can be huge) - Cards can be shared with others
Shopping Portal - Save and Earn Rebates while shopping online at the same places you shop now - (Use Instructions on site)
Health Insurance - Compare plans and policies - (13,000+ plans from 180+ companies priced at group rates)
FES Websites - Watch New Agent Website Orientation Training Video (StreetSmartWiz.com/fes/web)
Back Office - Log In - Explore... click on the various tabs and get familiar with all the reports that will help you build quickly and track results
Go to MyFES.net/YourUserName public website - click on 'Agent Login' - User Name and Password contained on Agent Enrollment Confirmation email
Picture - Upload your photo to your FES website (In your Back Office - click on small arrowhead to the right of Agent silhouette then on 'Profile')
Training Videos “What To Do When You Are New” & “Expose - Don’t Recruit” - Watch (access through your FES business office 'Training' tab)
Contact List - Fill Out Your Personal Agent / Customer / Account Prospect List (access through your FES business office 'Training - Forms' tab)
Compensation Plan Training (Watch Video from Training Tab - Training Videos and at 'FES University' tab in your FES business office)
5 Texts & Make 5 Calls - Send Out Your First 5 and make calls now (Access & Utilize Phone Scripts from Training Tab - Forms in FES business office)
(List names)
1.
_________________ 2.
_________________ 3.
_________________ 4.
_________________ 5.
_________________
5 Video Links - Send Out Your First 5 after speaking to them (Remember Just 5 PPM sales and YOUR Protection Plan services are FREE!)
(List names)
1.
_________________ 2.
_________________ 3.
_________________ 4.
_________________ 5.
_________________
Business Cards - Order Your FES Business Cards (Under 'Marketing' tab in Back Office go to 'FES Store' - Just enter your name, phone number & email address)
Financial Literacy Challenge - Use this form to engage prospects - (Turn In to your Sponsoring Agent to get help in closing them)
“3 Months To Sales Director” Tracking Forms - Begin filling in - (Huge Pay Raise - Challenge yourself - some have done it much quicker)
Secrets of Success Training - Register for and attend (See Dates and Locations at 'FES Academy' under the Training tab in your FES business office)
FES Connect - Set Up (Instructions are under the 'FES Connect' tab in your FES business office)
Street Smart FES Team Portal Website
Auto Magnets! - Order - See choices at 'FES Academy' tab and others at 'Marketing' Tab
StreetSmartWiz.com/fes
FaceBook Page - Set up for your Real Estate and FES businesses online
Marketing - Use marketing materials provided under your Marketing Tab in your FES business office
House Monster / FES Ongoing Weekly Training - Accept GoToWebinar Invitation (Check your email - Sunday nights @ 9 PM ET)
Contact Information - Any Questions? Contact your upline or Bruce Beasley at 678-314-2613 or [email protected]
Form SSFES-1105 (Rev. 03/17)