Now you’re ready to start the express on-boarding process.
Send an email to
hiring@krahlagency.com with the subject line “
Ready to Apply.”
Send Email
Within 24 hours, you’ll receive an email from
support@symmetryonboarding.com with subject line
On-boarding Application Questionnaire. (Make sure to check your spam filter in case the email gets caught!)
While you wait, make sure you have .pdf versions of the following items ready:
-
-
- State Insurance Licenses (if you’re licensed)
- Either a voided check [simple_tooltip content=’
- Account holder information must be printed on check
- Must be numbered #101 or higher
- Starter checks/deposit slips cannot be accepted‘](Requirements)[/simple_tooltip] or a bank letter [simple_tooltip content=’
- Must be typed on bank letterhead
- Must contain account holder name
- Must contain routing number & account number
- Must be signed by a bank representative’](Requirements)[/simple_tooltip]
- Anti-Money Laundering Training Certificate [simple_tooltip content=’AML is a quick, free way for financial services companies to meet Treasury Department rules. All agents must be AML certified.
To certify for free (takes about 15 minutes):
Save a copy of your completion certificate and include it in your application.’]
(What’s this?)[/simple_tooltip]
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Optional: If you have E&O Insurance, you can upload your certificate to the application. If you would like to purchase coverage before proceeding
(not required), you can find a discounted rate
here[/bmtextbox] After gathering these items, complete your application using the link in your email
(note: some mobile devices and tablets are not compatible with the application).
So we know how to move forward, do you already have your state life/health insurance license?
Licensed Unlicensed
