Interview Process & Onboarding Guide
This page gives you everything you need to run interviews the right way — from the first conversation to getting your new agent fully onboarded. Follow this exactly so your recruits have a smooth start, and so we keep our process duplicatable.
Step 1: Run the Interview
Your job is to introduce the Rising Phoenix opportunity, set expectations, and qualify for culture and work ethic — not just “sell the role.”
Interview Script:
Your goal: make them feel comfortable, explain what we do, and make sure they’re a good fit before moving forward.
Step 2: Begin Onboarding Immediately
Stay on the phone through the entire process. Do not hang up until they’ve completed all steps for their status (licensed or unlicensed).
1. Add ICA
- From your calendar click Add ICA, or go to My Agency > Add New Agent
- Verify all information is correct: Legal name, Licensed or Unlicensed, Commission Level (70%)
- Click Add New Agent
- Redirect to ICA Report or go to Reporting Hub > ICA Report
2. Confirm ICA Signature
- You’ll get a text & email once it’s signed
- Stay on the phone while they complete it
Step 3: Get Them Logged In to UniTrust
- Have them go to www.MyUnitrust.com
- They enter their email → receive 4-digit PIN by email
- If no email: Check junk/spam/promotions (If incorrect email, use UniTrust chat bubble to update it)
- Once logged in: show where daily training is and explain the importance of staying plugged in
Step 4: Licensing (If Unlicensed)
- Have them register for Xcel Solutions → partners.xcelsolutions.com/unitrust25
Partner code: unitrust25
Select:
State > Get License
Line of Authority > Life
Package > State Life Pre-licensing
Create an account & pay
Give them their UFG number (found in ICA Report or UniTrust homepage bottom left)
⚠️ Do NOT move to the next step unless they are enrolled in Xcel or already licensed
Step 5: Submit New Agent Forms
Complete this form once they enroll in Xcel OR if you hire a licensed agent: https://risingphoenixfg.com/new-agent-form
This will auto-trigger a text and email to the agent.
Step 6: Group Text Intro (Sales Manager & Below)
Create a group chat with you, the new agent, and Efron (609) 786-0541 using the text template below.
Hey Efron, I want to introduce you to [First & Last Name]. They’re in [State] and are [Licensed / Not Licensed].
Enrolled in Xcel: [Yes / No].
[First Name], this is Efron, our Agency Owner — they're going to help you get through licensing, contracting, and set you up to start fast.
Welcome to the team!
Step 7: Stay Plugged In
Weekly Meetings:
UniTrust Builders/Leaders → Wed, 12 PM ET (UniTrust Daily Training Zoom)
URS Training → Fri, 12 PM ET (UniTrust Daily Training Zoom)
Training Videos:
Onboarding Walkthrough (video)
Terms and Conditions