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YOUR ROADMAP TO SUCCESS

From your 1st call, to Financial Professional - the journey starts here.

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SUCCESS TOOLKIT

Whether you're a seasoned pre, or just starting out...we've got your back.

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  • Licensing Launchpad: From "What's a policy?" to "I'm licensed!" - we guide you step-by-step with zero stress.

  • Elite Training: Master sales strategies, client rapport, and industry trends through live workshops and mentorship from TOP performers.

  • Technology: From premium CRM systems, & sleek marketing templates, to commissions and contracting information on our portal...we'll help streamline your workflow.

  • Mentorship Magic: Weekly coaching sessions to refine your skills and crush your goals.

  • Earnings Without Limits: Uncapped commissions and bonuses for hitting milestones.

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ROADMAP TO SUCCESS

From the 1st call to Financial Pro...we've got you covered!

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Step 1: Let's Talk Strategy:

A 30-minute chat with our team to align your goals with our vision.

Step 2: License to Shine:

We handle the logistics while you focus on acing your exams and building confidence.

Step 3: Skill Surge:

Hands-on roll-play, shadowing sales experts, and crafting your unique approach to working with customers and building your client base.

Step 4: Launch Like a Pro:

Hit the ground running with branded tools, ongoing coaching and mentorship, as well a community of like-minded teammates cheering you on each step of the journey.

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YOUR CAREER ARCHITECT

A Leader Who Blends Passion with Precision! InTouch Financial's own Mitzi Alvarez is your go-to partner for building a standout career. Her superpowers include:

 

Recruitment Radar: Matching driven individuals with opportunities that align with their strengths.

 

On-boarding Ease: Turning licensing and training into a seamless, stress-free journey.

 

Mentorship Mastery: Her "3-Step Success Framework" (Plan,Pivot, Prosper) 

 

Opportunity Architect: Hosting workshops and networking events to spark growth and collaboration.
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“We don’t just hire agents—we build future industry leaders. Let’s make your career unforgettable.”

— Mitzi Alvarez

Ready to Level Up?

Your Future Starts Here—Let’s Make It Legendary.

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