New Agent

Onboarding Guide

Welcome to Maximus! We’re thrilled to have you join our team. These steps will help streamline your onboarding process for future-licensed agents. We’ve designed each step to set you up for success, providing you with the tools and knowledge you need to thrive in our unique business model. Let’s get started!

Leadership

Bobby has over 18 years of experience in the financial services industry. He began his career while working as a police detective in New Jersey, and within just two years, he had replaced his six-figure income working part-time as a financial professional. His achievements have earned him recognition in Forbes magazine, and since then, he’s helped countless individuals and families achieve their financial and business goals. Known for his servant leadership style, Bobby excels in building and leading high-performing teams. Today, he is married to Andrea, whom he met through business, and is a proud father of three children.

Andrea Saroza has been a financial professional for over 13 years. When she first entered the financial services industry, she was juggling three jobs—working as an EMT, a server, and selling perfume at Macy's—while also raising two young daughters as a single mom. Within just six months of starting her career in financial services, she left all three jobs to focus on her new path. At the age of 22, Andrea was featured in Forbes magazine. Since then, she has helped countless individuals and families achieve their financial and business goals and is known for her servant leadership in building successful teams. Today, Andrea is married and a proud mother of three children.

NEW AGENT CHECKLIST

1 Sign Up For Pre-Licensing Course (If you haven’t)

How to Register For Pre-Licensing Course

2 Complete Your Financial Checkup Form

Why do a Financial Assessment?

  • Identify Opportunities for Growth: Gain clear insights into your financial strengths and areas where you can improve.
  • Lead by Example: Enhancing your own financial well-being empowers you to become the personal example your clients will respect.
  • Build Moral Authority: When you understand and manage your finances effectively, you naturally earn the trust of those you serve. You wouldn't give advice you don't follow, right?

Completing an assessment isn't just a formality—it's a valuable tool to help you achieve massive success in our industry. It sets the foundation for your personal development and equips you with the confidence to guide others on their financial journeys.

*If you have a spouse, fill out the form together. You will need your trainer's email.

**Have the form completed in less than 48hrs.

MORE INFORMATION

3 Watch Video On How To Pass Your Pre-Licensing Course in Less Than 3 Days

Why Act Fast?

  • Schedule Your Exam Sooner: The quicker you finish the course, the sooner you can book your licensing exam.
  • Start Building Your Business: Earning your license allows you to begin working with clients and achieving your goals.
  • Maintain Momentum: Keeping up the pace brings you closer to massive success in the industry
VIDEO

4 Setup Your Exam

Get it out the way!

  • Secure Your Ideal Date: Exam slots can fill up quickly. Scheduling now ensures you get a date and time that fit your schedule.
  • Maximize Retention: Taking the exam while the material is fresh in your mind increases your chances of passing on the first try.
  • Reduce Anxiety: Setting an exam date gives you a clear timeline, helping to focus your preparation and ease uncertainty.
  • Accelerate Income Potential: The sooner you’re licensed, the sooner you can start working with clients and earning commissions.
  • Demonstrate Commitment: Acting promptly shows dedication to your career, setting a positive tone with clients and colleagues.
SET EXAM

How to set exam for the following 2 companies:

PSI

ONEVUE

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