PROJECT RECRUITING KEYS — New Era Financial

THE DOCTRINE

Read First · Non-Negotiable

TREAT EVERYBODY LIKE A CLIENT

Every recruiting call is a discovery call. Find pain points. Find the why. Find the vision. You are always in control of the conversation, and you always get to the close. Nobody should ever be interviewing YOU.

FOMO, NEVER BEGGING

We create fear of missing out every single time. We present the reality, the cons first, and let them fight to get in. If you're chasing, you already lost the frame.

RECRUITING HOURS

Recruiting calls happen at the end of the day — never during dial blocks, never during money-making activities.

"Recruiting gets you paid every quarter. Production gets you paid every single month." Production funds the ads, the leads, the systems. Never forget which one pays fastest.

QUALITY THROUGH QUANTITY

"You don't know if someone's gonna really align with the culture until you let them INTO the culture." Let them in — anyone willing to get their test done gets the shot. Then watch what they DO, not what they said. The work decides.

PRACTICE WHAT YOU PREACH

Nobody respects a standard you don't live. Don't ask a recruit if they want $40K months if you've never had one. Don't preach work you're not doing. Your standard is only as strong as your own tape.

WATCH HOW THEY MOVE

Everybody gets a chance — but the evaluation starts the second you hire them, not when they show up. Takes a month to come into the office? Already on thin ice. Two days in and cut, and he says "I just got here" — no: "I watched how you move. No urgency. No communication. You didn't study the script, didn't train, didn't do shit."

Urgency = leash length. The fast mover earns more time to get it together. The slow mover already told you everything.

SCRIPT FORMAT LAW

VERBATIM Cold market scripts and interview scripts are run word-for-word. 400-Rep Method.

DIRECTIONAL Warm market scripts are directional — hit the points, in order, in your own voice. Key lines stay verbatim.

"Bring them in · Present the reality · Let them reveal themselves · Let the work decide."OAKMAN DOCTRINE

THE MACHINE

One Funnel · Many Doors In

COLD MARKET FLOW — THE PIPELINE

01 · THE AD

Indeed · IG Boost · Meta — pick your channel install below

02 · LANDING PAGE / DM BOT

The ad's only job is to get them here. Short breakdown + the ask.

03 · DIRECT APPLICATION — OR CALENDLY

Application feeds your CRM. No CRM or application link? Send them to Calendly — with mandatory prescreen questions on the booking. The Calendly IS the prescreen.

04 · PRESCREEN + GRADE

AI bot or the Prescreen Ladder below. Score 90+ = 1:1 on your calendar. Below 90 = BOM.

05 · WATCH GATE + REMINDERS

Two videos, ~30 min. Reminders at booking, 24 hrs before, and morning-of — every reminder repeats the confirm rule. No "[Name] + appointment time + WATCHED" text = the call doesn't happen. They're not taking it seriously.

06 · THE INTERVIEW

Discovery-call style. Cons first. Filters on. Offer A/B/C.

07 · HIRE ON THE SPOT → PORTAL

Intake form live on the call → portal email hits their new business address → New Agent Success (or YOU) takes over.

08 · ORIENTATION → LICENSED → PRODUCING

In office / on Discord ASAP. Ten steps ahead by test day.

WARM MARKET FLOW — THE PIPELINE

01 · THE OPENING

Inbound: they saw you posting + winning and reached out. Outbound: you cast the net over them. Either way — same machine from here.

02 · FORD PRESCREEN (5–10 MIN)

Family · Occupation · Recreation · Dreams. Discovery only. Vet the why — family/level-up moves forward, money-only/vices out.

03 · THROW THE BONE

Watch link, two videos, ~30 min. "Shoot me a text when you're all in." No-hard-feelings close + the $500 referral throw — every call.

04 · THE "ALL IN" TEXT

They text back = they passed the gate. No text = no chase. It's just business.

05 · CALENDLY → HIRING CALL

Straight to your personal booking link. Hiring call is ALWAYS Zoom or in person — educate what we do first, cons first, read the lean-in.

06 · HIRE → SAME MACHINE

Grade sheet → offer → portal → New Agent Success → orientation → office/Discord ASAP.

ROUTING LAW

The AI bot (or you, manually) grades every cold applicant. Score 90+ books a 1:1 on your personal calendar. Below 90 goes to the Business Overview Meeting (BOM). Warm market always goes straight to a 1:1. The hiring call is ALWAYS Zoom or in person — you need to see their face when you say the hard parts.

WHAT THE BOM IS (THE SUB-90 LANE)

The Business Overview Meeting is the group-format lane: lower-scored applicants watch the business overview together (video + walkthrough + Q&A), run on the BOM deck and scripts — you or your admin runs it, batched, so your 1:1 calendar stays reserved for the 90+ scores. Who shows up, locks in, and engages gets graded and earns the 1:1. Who doesn't, filtered themselves at group cost, not your-calendar cost. It's the same funnel — the BOM just protects your hours.

THE WATCH GATE — "THROWING THE BONE"

Before ANY interview, they watch the two videos (~30 min total) at watch.newerafinancial.co. They must confirm they watched — or the meeting cancels. Cold market: automated ("text WATCHED or auto-cancel"). Warm market: personal ("shoot me a text when you've watched, tell me you're all in"). No confirmation = no meeting = no time wasted. They're not serious. Next.

NO AUTOMATIONS? RUN IT MANUAL

No CRM, no AI bot, no auto-cancel? Put this in your Calendly description: "Please text this number 'WATCHED' once you have watched both videos to confirm your appointment. If you do not do this, your appointment will be canceled." Their confirmation text should include their name, appointment time, and the word WATCHED. You grade applicants yourself with the Grade Sheet in the Interview section. Every automated step in this site has a manual version — no excuses.

NO AI BOT? THE PRESCREEN LADDER

You never take a hiring call blind. Prescreen somehow — always. The higher-intent the person, the less work you do and the less you scramble through every lead. Pick the highest rung you can run:

Rung 1 — Two-call structure (most engaging — the standard): Call 1 = prescreen/discovery. Call 2 = hiring call. Same structure as warm market, applied to cold.
Rung 2 — Admin prescreens: your admin runs the prescreen call or prescreens by text; you only take the hiring call.
Rung 3 — Text prescreen: no admin? A few qualifying questions over text before any call gets booked.
Rung 4 — Calendly questions AS the prescreen (zero budget): can't afford a landing page or application? Put mandatory prescreen questions on the Calendly link itself. They must answer to book — and HOW they answer tells you exactly who you're getting. That replaces the first call entirely.

THE PRESCREEN QUESTION BANK — 14 QUESTIONS, COPY THEM EXACTLY

For the application form AND the "Reserve Your Spot" Calendly (Rung 4). Phone number comes off the ad platform — don't re-ask it. Short answers force them to actually write — and HOW they write is half the read. The whole set makes the wrong people prescreen themselves out, so you never waste a call on a body.

THE GATES

"I understand this is a 1099 opportunity — straight commission only."

REQUIRED ☑

"I have watched (or will watch before our call) BOTH the Business Overview and FAQ videos."

REQUIRED ☑

LOGISTICS + COMMITMENT

"Do you have a laptop?"

YES / NO

"When are you looking to start?"

DROPDOWNThis weekWithin 30 days1–3 monthsJust exploring

"Getting licensed costs $100–$200, paid to your state. Are you willing to take your state licensing test and pass a background check through your respective state?"

YES / NONO = OUT

"To confirm you're over 17, please state your age."

SHORT FIELD

For manager pairing only — age never decides the hire. Keep it that way in your notes too.

"We teach you how to run and scale a business. Which one is you?"

DROPDOWNI want to build and run my own businessI want steady work, not a businessI'm looking for a quick paycheckQUICK PAYCHECK = OUT

"Most of our guys work 10–12 hour days their first 3–6 months to hyper-succeed to where they want to be. Are you sure you want to do that?"

YES / NO

"The standard for full-time in our office is 60+ hours a week. What are you trying to work?"

DROPDOWN60+ hours40–50 hoursLess than 40 hours

SHORT ANSWERS — MAKE THEM WRITE

"We only take on 2–3 new applicants per month. Why should we hire YOU?"

SHORT ANSWER

One-word answer here = they told you everything.

"What is your WHY? Why are you looking for a change right now?"

SHORT ANSWER

"Why virtual sales — and why financial services specifically?"

SHORT ANSWER

"Tell us about your last big setback — and what you did in the 7 days after it."

SHORT ANSWER · CCC READ

Vague + waited = 🧊 Cooler · made a plan = 🔒 Closer · moved within 48 hrs = 🥷 Cleaner

DISC READ

"You're handed a task with zero instructions. What do you do?"

DROPDOWNFigure it out and go — DFind people to run it with — IAsk for the process first — CI'd rather have a clear routine — S

HOW TO READ THE ANSWERS

Speed of submission = urgency. Length and effort of the short answers = how bad they want it. The scarcity line ("2–3 per month") isn't fake — it makes the right ones sell themselves and the wrong ones quit at the form. Score what comes in on the Initial/Prescreen grade sheet — Section 11.

COLD MARKET — INDEED

The Workhorse Channel

⚠ STEP ZERO — THE GATE EVERYONE SKIPS

You cannot run Indeed employer ads without an LLC and, most of the time, proof of a business bank account under that LLC. Chase Bank is generally the best one to run. Get the LLC done-for-you at legalzoom.com, or have ChatGPT/Claude walk you through filing it yourself (cheapest route). Handle this FIRST.

THE INSTALL

Run 3–6 ads at a time.

Split targeting: roughly half your city, half your state. Example: 3 ads targeted San Antonio, 3 targeted Texas. Favor markets with hustlers.

$10–$20/day per ad. Test 3–5 days.

Whichever 1–2 ads perform best — that's your winner. Kill the rest.

Max-sponsor the winner.

Switch the winner to a full sponsored ad at whatever Indeed says max funding is. Sponsor the shit out of it. Expect $50–$100+/day minimum while sponsored.

First auto-message = the mini-pitch + the second apply.

Their name, thank you for applying, then the business in 4 sentences (script below), then the link to apply DIRECTLY to us — your landing page/funnel or direct application.

The double-apply creates the high-intent lead.

They read the reality and applied twice. That lead flows into your CRM → AI prescreen → grade → route (90+ = your calendar 1:1, below = BOM) → WATCH gate → interview.

INDEED FIRST-MESSAGE SCRIPT VERBATIM FRAME

"Hey [Name] — thank you for applying. Quick rundown on who we are: we work in financial services — we sell life insurance and retirement products. We're a lead-based business: people fill out forms requesting information on life insurance and retirement, we buy those forms, we call them, we offer the product, and we close it. You make about a thousand bucks a sale. It's all virtual. [1–2 expectations, straight up.]

If this sounds like something you'd really still be interested in doing — here's the link to apply directly with us: [LINK]."

IN-PERSON BIAS

We build in person. Weight your screening toward people willing to come to San Antonio / Texas — or willing to travel in for Training Camp if virtual (see Hire→Launch).

INDEED HIT LIST — MISS NOTHING

LLC + business bank account set up before anythingChase preferred. No LLC = no employer ads.
3–6 ads live, half city / half state targeting
$10–20/day each, test window 3–5 days
Max-sponsor the winner — $50–100+/day, kill the losers
Auto-message set: name + short breakdown + direct-apply linkThe double-apply is what makes the lead high-intent.
Prescreen wired: AI bot, or Calendly questions if no CRM
WATCH gate + 3 reminders (booking / 24-hr / morning-of)No name + time + WATCHED text = auto-cancel.
Recruiting calls end-of-day only — never during dial blocks

COLD MARKET — IG BOOST

$20/Day · Test & Ride

THE INSTALL

Boost 1–3 posts at ~$20/day each.

Target local first — San Antonio, Texas, or major cities with hustlers.

Two creative styles.

(A) B-roll playing in the background with text tabs on screen — "What we do" · "How to make $20K a month*" · "Virtual sales" · "Get your life & health license." (B) You on camera talking about what we do. *See compliance note below.

Find the popper. Scale it.

Whichever boost pops off — put more money into that one and ride it as long as it keeps giving good feedback.

DM automation takes over.

"I wanna learn more" → auto-sends the landing page link. Quick FAQ questions ("Is this a scam?" "What do y'all do?") → auto-answered, short answer + call to action → landing page.

Same machine from there.

The ONLY difference from Indeed: they're DMing you instead of filling out a form. Landing page → CRM → AI grade → WATCH gate → interview.

NO DM AUTOMATION?

Answer DMs yourself with the same two moves: one short FAQ answer + the landing page link. Never pitch in the DMs — the DM's only job is to move them to the application.

IG BOOST HIT LIST — MISS NOTHING

1–3 boosts live at ~$20/day, targeted local (SATX / TX / hustle cities)
Creative ready: b-roll + text tabs, or you on camera
Watch 3–5 days → scale the popper, ride it while it feeds
DM response wired: FAQ answer + landing page link — never pitch in DMs
Same funnel from the page: application/Calendly → prescreen → WATCH gate
Income claims carry the disclaimer when in writing

COLD MARKET — META ADS

Advanced Channel

⚠ THE HARD RULE

If you're not willing to spend $100+/day — don't run Meta ads. It's a lot more complicated and complex than boosting. Start with Indeed and IG Boost, earn your way into Meta with production income. This channel is not self-serve for a new builder — talk to OAKMAN before launching.

THE INSTALL (BASELINE)

Budget $100+/day. Targeting: SATX → Texas → USA.

Same local-first logic as everything else.

Click → straight to your landing page.

No DM step. The ad's only job is the click; the landing page's only job is the application.

Same machine from the landing page forward.

CRM → AI grade → route → WATCH gate → interview.

NO LANDING PAGE?

Use whatever keeps tabs on people — a Google Form works. The tracking matters, not the tool. Upgrade the tooling after the channel proves out.

META ADS HIT LIST — MISS NOTHING

$100+/day committed — anything less, run Indeed + Boost instead
Talked to OAKMAN first — this channel is not self-serve yet
Click → landing page direct (or Google Form fallback), tracking in place
Same funnel from the page: prescreen → WATCH gate → interview

WARM MARKET — INBOUND

They Saw You Winning

THE PRECONDITION

Inbound only exists if you're posting and visibly winning — stories, highlights, wins. Saturday social post minimum. No content = no inbound. Your feed is a lead source; treat it like one.

CALL 1 — THE PRESCREEN (5–10 MINUTES MAX)

Run FORD. DIRECTIONAL

Family · Occupation · Recreation · Dreams. Short talk first — "How you been? How's the family?" Then pivot: "So I'm just curious — how's work been?" Then ask, ask, ask. Let them expose their real situation.

Do NOT explain the business. At all.

This call is discovery only. The business breakdown happens on the hiring call — not here.

Vet the WHY.

GOOD: "I wanna provide for my family. I want more." Real pain, leveling up. DISQUALIFY: it's only about money, or feeding a vice — gambling, drugs, booze, chasing a quick buck. "That's not something you want around you. You want people trying to level up in their life."

Throw the bone.

Send the watch link. They text you when they've watched and they're all in. Then — and only then — send your Calendly booking link (personal Calendly is the default for warm market).

Close with no hard feelings + the $500 throw.

Scripts below. Every warm call ends this way — even a "no" becomes a scout.

THROWING THE BONE KEY LINES VERBATIM

"Here's what I'm gonna do, man. I'm going to send you a link. On this link there's two videos — watch those videos. If they make sense to you and you really wanna move forward after this, take thirty minutes of your time, shoot me a text, and tell me you're ready to move to the next step — or 'bro, I'm all in.' Then I'll send you a link and you can book on my calendar."

NO-HARD-FEELINGS CLOSE KEY LINES VERBATIM

"And hey — no hard feelings, bro. If you watch all this and you're like 'this ain't really for me,' I won't be mad at all. We're still gonna be boys. It's all love at the end of the day."

"Even if it's not for you — now you understand what I'm looking for. If anybody ever comes to mind: I believe in what I'm building here so much, I will personally pay you a $500 referral fee once they're licensed and contracted. That's how much I believe in myself and my agency."

CALL 2 — THE HIRING CALL

Run the Interview install — same system as cold market. Reiterate THEIR pain points and THEIR why from Call 1 in their own words. Break the business down simple — cons first (license cost, buying leads eventually, 10–12 hour days), then the upside. Force engagement: "How does that sound to you?" — "Sounds cool." — "Elaborate, bro. I wanna know you're actually listening."

⚠ THE ZOOM RULE

The hiring call is ALWAYS Zoom or in person. Prescreen can be a phone call — the hiring call cannot. You need facial expressions. Watch what they do when you say chargebacks, lead investment, 10–12 hour days: lean forward = locked in. Back up / hesitate = flag it.

You cannot take any of this personally. They watch, cool. They don't, cool. It's just business. Next call.

INBOUND WARM HIT LIST — MISS NOTHING

Posting + winning visibly — no content, no inbound. Saturday post minimum
FORD prescreen, 5–10 min — discovery only, NO business breakdown on Call 1
Vet the why — family/level-up = go · money-only/vices = pass
Educate what we do before the pitch on the hiring call — same tire-kicker breakdown as the Net
Throw the bone — watch link + "text me when you're all in"
No-hard-feelings close + $500 referral throw — every call, even a pass
Hiring call on Zoom or in person — read the lean-in / back-up on the hard parts
Cons first on the hiring call — license, leads, work ethic

WARM MARKET — OUTBOUND

Casting The Net

"The biggest fish are the hardest to catch. A catfish takes five minutes to reel in. A shark takes three to four hours — they fight to the death."SHARK FISHING DOCTRINE

THE PLAY

You never recruit your outbound warm market directly. You cast the net OVER them. Run the same FORD call — then in the last 5–6 minutes, describe the exact person you're looking for, with real money on the table, and ask if they know anybody. The guys you really want will sit there thinking one thing: "Why the fuck isn't he recruiting ME?" That's exactly what you want.

TWO OUTCOMES — BOTH WIN

1. They call you out: "Bro, what about me?" → Pivot: "Oh, my bad bro — I didn't know you'd be down for this. I didn't know this fits what you're trying to do." Now THEY sold themselves in.

2. They stay silent: They'll be watching your story, watching your wins. And they know there's $500 on the table for sending you somebody. Either way — the net is cast.

THE NET — LAST 5–6 MINUTES OF THE FORD CALL DIRECTIONAL — HIT EVERY POINT IN ORDER

Set the record straight.

"So obviously I run a financial services agency — that's what we specialize in. Don't worry, I'm not trying to make you buy a course or a product or anything, bro. I'm not trying to get you to buy anything." Kill the sales suspicion on the spot — getting someone to buy is a different conversation.

Educate them on what we do — BEFORE the pitch. Keep it super simple.

"We sell life insurance and retirement products. Long story short — people fill out forms requesting information on these products. We call those people. Most of the time they're tire kickers, sometimes they want it. Our job is to convert or educate them — with a servant's heart. Sometimes the tire kickers become buyers, and the buyers are the buyers."

"Day in the life: you're dialing most of the day. Your job is to read the script, memorize the objections we've already handled. It's all virtual sales — you're in front of a screen, and we work all five time zones. Average deal makes you about a thousand bucks."

The relatable ask.

"You know how hard it is to find good workers, bro. That's what I'm having a tough time with right now — we have all the systems, everything in place. I just can't find hard workers. Real quick — if you know ANYBODY that fits this description, let me know."

Trait 1 — Super coachable.

"Guys we played sports with. Coach says something — 'Yes coach, I'm gonna get that done.' NOT 'yes coach, but…' The always-an-excuse guys? Not looking for that."

Trait 2 — Great attitude.

"Contagious to be around. Good energy, good vibe — and not 'always trying to get fucked up' good vibe. Positive mindset. Growth mindset."

Trait 3 — Works their ass off.

"Willing to work 10–12 hour days, every day of the week, until the process clicks. They have to love the PROCESS more than the PRIZE. If they only care about the prize, they'll never get there — they don't respect the process."

The culture filter.

Short version of Culture · Standards · Process · Vision. "And you know me, bro — this is what I'm about, in this order: Faith, Family, Fitness, Finance. Someone idolizing vices or money? Not in my organization. I don't want toxic bullshit in my organization."

The numbers — with the disclaimer welded on.

"My average guy sells $15–20K his first month and makes $8–10K+. Once they invest in leads and go independent, more. My top guy is personally doing $50K a month in profit. This business can reward you very well — but disclaimer, bro: work ethic is REQUIRED."* Re-break the process one more time, simple: financial services, life insurance, warm leads, no cold calling.

The $500 close.

"If you know anybody that fits that description and you bring them to me — I will personally pay you $500 out of my own pocket once they pass their test and they're contracted through. That's how much I believe in what I've built. And if YOU bring them, I know they're worth it — your word is your bond, bro. Every time. $500, every time."

End it. Don't linger.

"Boom. Love you, man. Talk to you later." Hang up. The net does the work now.

*When these numbers go in writing (ads, posts, DMs), attach the earnings disclaimer from the Standards section. Spoken on a personal call, keep the work-ethic disclaimer welded to the number — never state income without it.

OUTBOUND NET HIT LIST — MISS NOTHING

FORD first — family, occupation, recreation, dreams. Short talk, real questions
Record straight — "I'm not selling you anything"
Educate what we do — forms → we call → tire kickers → convert with a servant's heartAlways BEFORE the pitch. They can't want in on something they don't understand.
Day in the life — dial, script, objections, virtual, five time zones, ~$1K a deal
The 3 traits — coachable ("yes coach, done") · attitude · works their ass off
Culture filter — Culture/Standards/Process/Vision + Faith/Family/Fitness/Finance. No vices, no toxic
The numbers + disclaimer welded on — avg / above avg / top guy, "work ethic REQUIRED"
The $500 close — licensed + contracted trigger, "your word is your bond"
End it. Don't linger. "Love you, man." Hang up — the net does the work
Never pitch THEM directly — let them ask "why not me?"

TAPROOT / REFERRALS

The Forever Channel

THE NEVER-ENDING CHAIN

Every person you touch — hired, passed, or referred — gets taprooted. Your homie's network. His homie's network. "Every taproot's taproot. A never-ending chain of giving people opportunities."

THE MECHANICS

• Every warm call ends with the $500 throw — even (especially) the ones who pass. A "no" becomes a scout on payroll.
• $500 referral fee, paid personally, every time. Trigger: the referred person passes their test AND is contracted through. Not at application. Not at interview. Licensed + contracted.
• Client-side root tap feeds recruiting too: "Who are 5 people in your life that could use this same information?" — every appointment, no exceptions. 4 recruits/month × 25-name lists = ~100 fresh warm leads monthly.

WHY $500 WORKS

It's proof of belief, not a bribe: "That's how much I believe in my business and the systems we have in place." Say it exactly that way. The fee sells the machine while it buys the referral.

THE INTERVIEW

Discovery → Filter → Offer

THE FRAME VERBATIM

OPENING

"Appreciate you hopping on. Quick frame: this is a conversation, not a sales pitch. I want to learn who you are and see if this is a fit for both of us. I'll ask questions, you ask questions. We'll do a quick exercise so I can see how you move. We wrap in 45–60. Sound good? Let's go."

1 · GET PERSONAL — TRIALS & TRIBULATIONS

"Where'd you grow up?" · "Siblings — oldest, middle, youngest?" · "Two-parent household, or raised by mom/dad/grandparents?" · "What was that like?" · "Did you play sports — anything competitive?" · "What's the longest stretch you've stuck with something hard?" · "Who supports you running your own business?"

You're testing for REAL trials and tribulations — or was the hardest thing in their life that mom wouldn't buy them a toy? Effortless answers, no adversity = yellow flag. Tag silently.

2 · PAIN, WHY, VISION

"What's the one thing in your life you're sick of tolerating?" · "What happens in the next 30 days if nothing changes?" · "What's the bottleneck — money, time, situation?" · "Where do you see yourself in 30–90 days? 1–5 years? What's the ultimate goal?"

If it's ONLY about money — don't hire. The why has to be bigger. Family, legacy, leveling up.

3 · THE THREE CONS — ALWAYS CONS FIRST

License: "It's a $100–200 investment to the state. You willing to do that?"
Leads: "We have a Lead Assist program — but the following month, when you really start running your own business, you'll eventually be buying your own leads. You're okay with that, correct?"
Work ethic: "People running a business in our office work 10–12 hour days, 5–6 days a week. You wanting to do that?"

Any answer comes back soft — they exit themselves. That's the design.

WHAT LEADS ACTUALLY COST — TELL THEM STRAIGHT

MONTH 1 (MOST PEOPLE)

$1,000–$2,000

CLOSING / PROFITING FAST

$4,000–$10,000 / MO

It may take a month or two to grow into that spend. It may take six months. It's their journey — no judgment, as long as they're hitting the basics.

4 · THE SIMPLE BREAKDOWN VERBATIM FRAME

"We get about a hundred thousand leads in every week. We dial these leads. You read the script we made, close them motherfuckers, and do that shit every single day. Some days you close zero. Some days one. Some days three. It takes most people 90 days to develop a good skill set — some do it in 30, some take six months. Depends on you and how serious you take the opportunity."

5 · SET THE TIMELINE

No other job: 10–14 days to get licensed. Has a job: one month.

"My top guys get this done in their first week. My average or below-average guy does it in 14 days plus. You decide where the fuck you wanna be."

6 · PILLARS & THE FOUR F's

What we run on: Coachability · Attitude · Work Ethic · Speed.
What we develop in every individual: Faith → Family → Fitness → Finance. In that order. That's what the culture is driven on.

THE FILTERS (RUN BEFORE THE OFFER)

THE ROLEPLAY TEST — PASS 1 & PASS 2 ⭐

Coachability is the most-lied-about trait — roleplay is the only way to see it live. Show the first 90 seconds of the FEX script. YOU read it first, verbatim — model it. They run it once (don't interrupt). Give ONE correction, not five. They run it again. Did Pass 2 actually change? That's the whole test.

THE MONEY COMMITMENT TEST ⭐

"If I told you right now I'm hiring you — first thing you have to do is buy your state exam. $40 in Texas, roughly $100–250 total to get fully set up. That money goes to the State, not to us. Would that stop you? Would that be the gatekeeper?"

First reaction is truth. Immediate yes = ready. "That's tight right now" = not ready.

BACKGROUND REALITY CHECK

"Everything goes through your state's Department of Insurance, and part of getting licensed is a background check. Is that going to be an issue? Any DWIs? Anything else? I need to know upfront — the state will find it. I'd rather know now than have it surface mid-process."

EXAM PRE-FRAME (KILLS 90% OF EARLY QUITS)

"Most people pass the exam somewhere between the first and third try. Worst case you fail — you take it again. Not a big fucking deal. What IS a big deal is whether you tell me. Pass or fail, you let me know that day. The only thing that kills you here is going dark. Got it?"

THE OFFER — THREE CLOSING OPTIONS

OPTION	WHEN	THE LINE
A — 24-Hour Hold	Maybes (score 30–49)	"I'm going to look everything over. You'll have a definite answer within 24 hours — regardless, you'll hear from me."
B — Hire On The Spot	Strong (70+)	"Usually I don't do this — but I think you match the culture. I'm offering you the job. Are you taking the motherfucker or not? Be transparent with me."
C — Hard Metric	Borderline (50–69)	"Most people get 7–10 days to sign up AND take their state exam. I'm giving you 3–4. Do you really want this job — yes or no? Then book the test today."

Grade every candidate 1–10 across: Energy · Coachability · Setback Story · Money Relationship · Why/Vision · Support System · Grit · Roleplay · Investment Mindset · Cultural Fit. Any ZERO in Coachability, Investment Mindset, or Cultural Fit = PASS, regardless of total.

INTERVIEW HIT LIST — MISS NOTHING

Frame it — conversation, not a pitch. 45–60 min
Get personal — trials & tribulations read. Tag silently
Pain → why → vision — 30/90 days, 1–5 years, ultimate goalMoney-only why = probably not hiring them.
What we do, super simple — leads in weekly, dial, script, close, repeat
THE THREE CONS FIRST — license $, lead spend reality, 10–12 hr days
Set the license timeline — 10–14 days no job / 1 month employed. "You decide where you wanna be"
Pillars + Four F's — coachability, attitude, work ethic, speed · Faith→Family→Fitness→Finance
Roleplay Pass 1 & 2 — one correction, watch what changes
Money commitment test — "would the exam cost stop you?"
Background reality check — the state will find it, know now
Exam pre-frame — failing is fine, going dark is not
Close A / B / C — by the grade, not the vibe
GRADE SHEET filled out — Section 11. Every call. Every single time

HIRE → LAUNCH

Speed Is The System

THEY SAID YES — RUN THIS ON THE CALL. DON'T HANG UP.

Create the business email.

firstnamelastname.ffl@gmail.com — verify it verbally.

Submit the intake form live.

Using the new email. This triggers the onboarding portal — tell them to expect the email immediately.

Point them to the portal for the exam — you do NOT stay on the phone to book it.

"You'll get an email at that new address — access your portal, follow the steps, book your exam there. Anything that says same-day, you grab it. 24 hours max." The portal runs on LaunchBay (launchbay.com) today; it moves to NEO — New Era Operations — when it ships. The 24-hour exam-booking standard doesn't change either way.

Send the Discord invite immediately after the call.

They're in the culture from minute one.

Hand off to your New Agent Success person.

They run the recruit through the test and everything after. No success person? That's YOU. Don't assume infrastructure — the machine runs either way.

SPEED TO OFFICE — DON'T WAIT ON THE LICENSE

They should be in the office the following day or that week — as fast as humanly possible. Run them through orientation (hired.newerafinancial.co): the boot camp, how to study the script, how to study for the exam, how to shadow the day-to-day. By the time they pass their test, they're ten steps ahead.

No other job? In the office every day. Has a job? In after work. Set the standard. Set the boundary. And remember — nobody respects a boundary you don't live yourself.

THE VIRTUAL TRACK — TRAINING CAMP SYSTEM

Virtual hires run Discord from day one — same orientation, same standard. Screen every virtual candidate for willingness to travel in. The pitch, set on the first call:

THE TRAINING CAMP PITCH — DIRECTIONAL

"Once you're licensed and contracted with carriers, you're going to travel down here and stay at least a WEEK for our in-person training camp. We break down everything — script, objection handling — trying to get you paid as fast as humanly possible. If you're crushing it that week, I'm probably gonna want you here another 1–3 months. After that — go back home, or move to Texas. Either way, by then you should be able to scale and run your own business, and you decide if you work IN the business or ON it."

INCENTIVE	TRIGGER
Half their plane/bus ticket (or gas money within Texas)	Licensed AND contracted all the way through within 7 business days
State exam fee reimbursed (~$40 TX)	Same 7-business-day window
Full ride home paid (plane/bus/gas)	Kept after training camp + stayed and crushed

⚠ THE STANDARD, TOLD STRAIGHT UP

"If you come down and you're not doing what you're supposed to do, not following the standard of procedures — you will be kicked from the office. You can work from Discord, and you bus or fly yourself back home." Only high-quality people who follow the standard and the process stay in the room.

THE 3-STRIKE RULE — FROM DAY 1

Strikes for: missing Discord, missing EOD, missing call review, blowing a 24-hour response. Three strikes = stop investing time.

"The number one thing you can never get back is your time. You can always get back money. We don't invest money — we invest time. If they're not investing time back into us and their business, we stop investing time in them." This is the enforcement half of Watch How They Move.

THE GHOST PROTOCOL

One follow-up max before any 24-hour deadline. No response = removed. Want back in? 30-day waitlist to reapply.

You do not chase. You do not double-text. The deadline was the test — they failed it. Removal is the standard doing its job, and the 30-day waitlist means the door isn't slammed, it's earned.

THE THREE DOORS (ENTRY PATHS — CANON)

DOOR	COMP	THE DEAL
1 · SPONSORED	70%	Funded ramp. Week 1 hand-dial the Gold Mine, weeks 2–5 sponsored AI dialer. Next month: auto-jump to 85% independent.
2 · INDEPENDENT	85%	Self-funded day one. Two months desk free, four weeks free Gold Mine. Higher comp, full ownership. No falling back to sponsored.
3 · DIALER-TO-CLOSER	Per-app grid	Unlicensed entry, 30-day exam clock. 6 hours dial + study daily, paid per closed approved app. Day the license clears: join Door 1/2 standard.

Placement is YOUR call, not the candidate's. Put them where they'll win.

STANDARDS & NUMBERS

The Non-Negotiables

TIMELINES

STANDARD	CLOCK
Exam booked after yes	24 hours
Licensed — no other job	10–14 days
Licensed — has a job	1 month
Travel incentive window (licensed + contracted)	7 business days
Fully contracted or out	30 days
Decision back to candidate	24 hours

THE $15K OFFICE RULE

Hit $15K or you work from Discord only — no office seat until you do. The standards don't drop on Discord: show up for training, hit your inputs, same accountability. The room is earned.

THE MONEY ON THE TABLE

ITEM	NUMBER
Referral fee (licensed + contracted)	$500 · personal · every time
Indeed test budget	$10–20/day × 3–6 ads
Indeed sponsored (winner)	$50–100+/day
IG Boost	~$20/day × 1–3 posts
Meta ads minimum	$100+/day or don't run
State exam (TX)	~$40 · ~$100–250 all-in
Lead spend — month 1 (most people)	$1,000–$2,000
Lead spend — closing/profiting fast	$4,000–$10,000/mo

THE RECRUITING WEEK

WHEN	WHAT
Mon–Fri 9AM–7PM	DIAL. Production first — always.
Mon–Fri 7PM–10PM	Recruiting calls, prescreens, hiring calls
Sat 12PM–7PM · Sun 10AM–5PM	Recruiting windows
Saturday	Social post — show the wins. Your feed feeds inbound.

⚠ COMPLIANCE — PROTECT THE "BUT"

Any income number in WRITING (ads, boosts, posts, DMs, this site) carries the disclaimer below. No EEOC-sensitive language in job ads (age, gender, family status). TCPA rules on outreach. Clean recruiting is a moat — one sloppy ad is how agencies get their accounts and licenses pulled.

1099 independent contractor positions, 100% commission — no salary, no guaranteed income. Any figures referenced describe commission structure or documented production history, not earnings you should expect; results vary and depend on effort, skill, licensing, and market conditions. Nothing here is a promise or guarantee of earnings. New Era Financial is an equal opportunity organization and evaluates all applicants on job-related factors only.

GRADE SHEETS

Use Them Every Single Time

⚠ THE RULE

Every call gets graded. Every single time. No exceptions. Tap the scores while you're on the call (or right after — before the next one). The sheet decides the close — A, B, or C by the number, not the vibe. Feelings lie. Grades don't. Hit PRINT to save a paper copy per candidate; scores reset when you leave the page.

INITIAL / PRESCREEN CALL — 5–10 MIN READ

Score 0–5 on each. Use for the first touch on ANY market — your prescreen call, or grading how they answered Calendly/bot questions.

0/30

SCORE IT

Tap a score on every row.

COLD MARKET — FULL INTERVIEW GRADE SHEET

Score 0–10 on each dimension during the interview. 100 max. The total picks your close — Option A, B, or C. A ZERO on any red-tagged dimension is an automatic PASS no matter the total.

0/100

SCORE IT

Tap a score on every row.

WARM MARKET — GRADE SHEET

Score 0–10 after the prescreen + hiring call. You know these people — which is exactly why you grade them. Friendship is not a qualification. A ZERO on any red-tagged dimension is an automatic PASS.

0/100

SCORE IT

Tap a score on every row.