U1stFinancial Agent Training
Corporate Training• U1st University• Live Webinars• Regional and City VIP Trainings• 9-5(MST) Toll Free Agent Support
Team Training• Daily Access to trainers• Webinars, net meeting, team training website• Local events and trainings
Agent Sign-up
• $175 – one-time fee paid directly to Corporate via secure online website
• Includes a welcome package with letter sized bi-fold, DVD’s, info
• Replicated website• Analysis Software Access• Course Study Material and Certification Test
Compensation Breakdown
Of the $3,500.00 fee
$1,575.00 is paid out in commission
$700.00 is paid out for Management Levels
$225.00 additional is paid out in bonus pools__________$2,500.00 total pay out
Commission Plan
New agents start at
$450 on each of 2 Training Sales$900 per sale once Trained
Branch mgr.
Director
Division mgr.
District mgr.
Sr. Associate
Associate$900
Commission Plan
Once an agent does:
5 Sales
They promote themselves to a Sr. Associate
(2 must be Personal)
$1,012 per sale
Branch mgr.
Director
Division mgr.
District mgr.
Sr. Associate$1,012
Associate $900
Commission Plan
Once an agent does:
11 cumulative sales
They promote themselves to a District mgr.(4 cumulative personal sales)
$1,125 per sale
Branch mgr.
Director
Division mgr.
District mgr.$1,125
Sr. Associate$1,012
Associate $900
Commission Plan
Once an agent does:
18 cumulative group sales
They promote themselves to a Division mgr.(7 cumulative personal sales)
$1,237 per sale
Branch mgr.
Director
Division mgr.$1,237
District mgr.$1,125
Sr. Associate$1,012
Associate $900
Commission Plan
Once an agent does:
26 cumulative group sales
They promote themselves to a Director mgr.(10 cumulative personal sales)
$1,350 per sale
Branch mgr.
Director $1,350
Division mgr.$1,237
District mgr.$1,125
Sr. Associate$1,012
Associate $900
Commission Plan
Once an agent does:
35 cumulative group sales
They promote themselves to a Branch mgr.(13 cumulative personal sales)
$1,575 per sale
Branch mgr.$1,575
Director $1,350
Division mgr.$1,237
District mgr.$1,125
Sr. Associate$1,012
Associate $900
Fast Track Program
1 Training Sale in 45 days promotes you to Sr. Associate
Or
2 Training Sales in 60 days promotes you to Sr. Associate
10 Personal and 25 cumulative sales in a rolling 90 day window promotes you to Branch Manager
Override Commission
Mary is a Sr. Associate at $1,012,she sponsors Robert who is an Associate at $900Robert makes a training sale with Mary.Robert earns $450(training sale 50%)Mary earns $450(training sale 50%) + $112($1,012-$900)Mary’s trainer is a Division Mgr. and earns $225 ($1,237-$1,012)Branch mgr. earns $338 ($1,575-$1,237)
Branch mgr.$1,575
Director $1,350Division mgr.
$1,237District mgr.
$1,125Sr. Associate
$1,012Associate $900
Management Levels
Level I Branch Manager $225
Level II Branch Manager $125
Level III Branch Manager $125
Level IV Branch Manager $75
Level V Branch Manager $75
Level VI Branch Manager $75
Bonus Pools
Personal Bonus Pool
Branch Mgr. Pool
Sr. Branch Mgr. Pool
Executive Bonus Pool
Sr. Executive Bonus Pool
3 sales per month $60
15 sales in your Branch $65
20 sales, 2 level I Branch mgrs. $40
35 sales, 4 Level I Branch mgrs.$30
75 sales, 6 Level I Branch mgrs.1-6 $30
Must re-qualify each month
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