Get answers to the most commonly asked questions regarding becoming an agent with Coakley Financial Group.
Join Coakley Financial Group's Team of Agents
Coakley Financial Group, is searching for agents desiring to start a career. In an effort to maximize our recruitment system to its fullest, agents need to commit 100% of their working and training time to us.
We welcome new agents to Coakley Financial Group. Here, you will have the opportunity to represent one of the leading final expense insurance agencies in the Southeast.
We provide insurance service to 6 Southeastern states, and 1 Northeastern state including, Delaware, Georgia, Maryland, New Jersey, North Carolina, South Carolina, Virginia and Washington DC., so if you reside in one of our coverage jurisdictions, you have the opportunity to become an agent with Coakley Financial Group.
Coakley Financial Group, is searching for agents desiring to start a career. In an effort to maximize our recruitment system to its fullest, agents need to commit 100% of their working and training time to us.
We provides a simple, easy to understand agent training program as well as the capability for agents to upgrade their knowledge with continuous training. Our success is dependent upon your success.
Lincoln Heritage Life Insurance Company offers top notch incentive trips. Our agents have enjoyed trips to Maui, Cabo, Dominican Republic, Bermuda, Costa Rica, Quebec, Whistler B.C., Paris, Scotland, and more… Our conventions are created to reward our hard-working agents with some private fun time as well affording them the opportunity, to meet and interact with other top producers.
FAQS
No. There is never any prior experience required to get started. You simply need to be 18 or older to get started. If you are coachable, possess a strong work ethic, and are able to follow a proven system—you should be very successful in this business!
You will be required to pass a state Life Insurance Examination under the state live in.
a. Print out the pre-licensing course certificate of completion.
b. Follow the provided steps and create an account on www.PSIexams.com.
c. Once you pass the test, apply for fingerprints for a background check via www.fastfingerprints.com.
You must pass the exam to be appointed. Each state takes approximately 10-14 business days to process the license. You can check the status of your license online.
General cost for licensing* is as follows**:
- Test: approximately $70
- Fingerprints: $24
- State Licensure: $140
*All fees are estimated and subject to change.
**Every agent should save all receipts for tax purposes.
a. Printed physical copy of license once your license shows “approved” online.
b. Upon completing your contract, please have the following available:
- Professional email for your business
- Voided check for direct deposit
- Physical copy of insurance license
Complete each contract page, including the New Agent Data Sheet and all additional documents.
After contract submission it takes approximately 5-7 business days to receive your agent number.
Once received, you can begin building your own client base.
Business cards, marketing materials, and paperwork are provided free of charge once business is submitted.
There is no up-front cost.
Connect with us today to find out more information on this incredible resource!
Training begins immediately after being contracted.
During this time, you will begin field-shadowing an agent and/or Telesales training, role playing, attending meetings, receiving hands-on training, participating in conference calls, and getting to know the Coakley Financial Group family of agents.
The rest is up to you!