A Path for Every Stage
From your first license to your first agency, there's a track designed for where you are today.
Licensed-Agent Track
Already licensed and ready to produce with better support, products, and mentorship.
New-Agent Licensing Track
New to the industry—get guided through pre-licensing, exams, and contracting.
Experienced-Producer Track
Producing agents who want higher contracts, better systems, and growth infrastructure.
Agency-Builder Track
Leaders ready to recruit, develop teams, and build a scalable organization.
Find Your Starting Point
Compare the four tracks side by side. Qualified agents may pursue leadership and agency-building opportunities subject to production, recruiting, licensing, contractual, and organizational requirements.
| Category | New-Agent Licensing | Licensed-Agent | Experienced-Producer | Agency-Builder |
|---|---|---|---|---|
| Ideal candidate | New to the industry | Licensed, ready to produce | Producing, wants more | Leader, ready to recruit |
| Immediate next step | Pre-licensing & exam prep | Contracting & training | Systems & higher contracts | Leadership & duplication |
| Licensing requirement | Must obtain license | Active license required | Active license required | Active license required |
| Training pathway | Fast Start + fundamentals | Full curriculum + mentorship | Advanced production training | Leadership & agency building |
| Expected responsibilities | Study, license, learn | Prospect, appoint, serve | Produce & optimize | Recruit, develop, lead |
| What is provided | Guidance & study support | Training, CRM, mentorship | Systems, carriers, support | Leadership systems & tools |
| What is not guaranteed | Income, placement, ownership | Income, placement, ownership | Income, placement, ownership | Income, placement, ownership |
Training, Technology & Leadership
Everything you need to move from licensed to productive to leading.
Training & Mentorship
Structured curriculum, role-play, and one-on-one coaching from experienced producers.
Technology & Automation
CRM, lead management, automated follow-up, and appointment-setting tools.
Leadership Pathway
Systems to develop leaders, recruit effectively, and build a duplicating organization.
Specifics, Not Slogans
Here's exactly what we provide—no income claims, just the systems and support you can count on.
Training Schedule
- • Weekly live group training calls
- • Recorded curriculum library, on-demand
- • New-Agent Fast Start within first 14 days
- • Monthly carrier product deep-dives
- • Quarterly compliance refreshers
Tech Stack Provided
- • CRM with lead pipeline management
- • Automated email & SMS follow-up
- • Calendar booking & reminders
- • E-signature application workflow
- • Dialer & prospecting tools
Mentorship Format
- • One-on-one onboarding partner
- • Field-ride & shadow appointments
- • Live role-play & call review
- • Direct access to experienced producers
- • Weekly activity & goal check-ins
Tool and training availability may vary by track, licensing status, and carrier contracting. Specific terms are governed by written agreements.
What We Ask of You
Growth is a two-way street. Here's what it takes to thrive at Open Doors.
- Maintain active insurance licenses in the states you serve
- Complete carrier contracting and compliance onboarding
- Engage in ongoing product and sales training
- Treat every client with integrity and education-first service
- Maintain consistent activity and production goals
- Uphold all state, carrier, and organizational compliance standards
Frequently Asked Questions
Do I need to be licensed to apply?
No. We welcome aspiring agents and will guide you through pre-licensing and exam preparation. Licensed agents can move faster into production.
How long does onboarding take?
It depends on your licensing status, but most agents are contracted and in training within 1–2 weeks of approval.
Is this a W-2 job?
Agents are typically independent contractors (1099). This is an entrepreneurial opportunity, not traditional employment.
Do you guarantee income?
No. Individual results vary based on licensing, activity, skill, and performance. No specific income or business result is guaranteed.
What products will I offer?
You'll have access to multiple carriers across life insurance, annuities, and related products so you can match solutions to client needs.
Can I build a team?
Yes. Qualified agents can access our leadership and agency-building track to recruit, develop, and duplicate.
Apply to Join the Agency
Tell us about you. A team member will reach out within one business day.
Prefer to Talk First?
Book a no-pressure opportunity call and we'll map your path together.
