经纪人团队管理系统 · pfasuccess.com
Agent & team management platform · pfasuccess.com
随时查看个人和团队的佣金与业绩，查看全公司个人和团队的业绩排名， 管理客户和团队信息，了解各保险公司的签约情况。
Check personal and team commissions and production at any time, view company-wide rankings for individuals and teams, manage client and team records, and track carrier contracting status.
一对一导师，终身免费私教课
One-on-one mentorship, ongoing at no cost
随时预约一对一指导培训，全天候回复信息和提供帮助。
Book one-on-one coaching whenever you need it, with support and responses around the clock.
PFA 学习社区 · Circle App
Learning community · Circle App
总裁录播课程、学习资料下载、社区交流。
Recorded executive sessions, downloadable study material, and community discussion.
全美数十家分公司，数百位认证培训师
Dozens of offices nationwide, hundreds of certified trainers
如果外州有客户或经纪人，无需飞往本州—— 客户或经纪人可以在当地办公室了解产品或进行学习。 这一条在实际展业里非常有用，很多人不知道可以这样用。
If a client or a recruit is in another state, nobody has to fly. They can go to a local office to learn about the product or to train. This is genuinely useful in the field, and a lot of people don't realize it's available.
线上 Zoom 中英培训
Online training in Chinese and English
国家人寿官方培训、PFA 培训师培训、团队线上培训。
Carrier-official sessions, trainer training, and team sessions.
线下办公室培训 · Irvine、West Covina
In-person training · Irvine and West Covina
最专业的大课培训：产品细节、经验分享、商机讲座、财商教育。
Full-room sessions: product detail, field experience, opportunity presentations, and financial literacy.
执照学习优惠 · examfx.com
Licensing course discount · examfx.com
原价 $220 + 申报费 $6，立减 $190—— 现在只需 $30 + 申报费 $6。
List price $220 plus a $6 filing fee, discounted by $190 — so $30 plus the $6 filing fee.
单看执照课程这一项，就已经省下 $190。 剩下的六项——管理后台、录播课、一对一带教、全美办公室网络、 中英双语培训、线下大课——如果放到市场上单独购买， 任何一项的年度成本都远超这个数字。 所以这笔费用的真实性质不是"门槛"，而是一次性把工具箱配齐。
The licensing discount alone saves $190. The other six — the management back end, the recorded courses, one-on-one coaching, the national office network, bilingual training, and in-person classes — would each cost far more than that annually if purchased separately. The fee isn't really a barrier to entry; it's equipping the toolbox in one go.
怎么把这些资源真正用起来Actually using them
第一周
Week one
- 注册 pfasuccess.com，熟悉后台在哪看业绩和佣金
- Register on pfasuccess.com and find where production and commissions are shown
- 下载 Circle App，加入团队频道
- Install the Circle App and join the team channel
- 用优惠码注册 examfx，开始执照课程
- Enroll at examfx with the discount and start the licensing course
- 约好第一次一对一培训的时间
- Schedule the first one-on-one session
第一个月
Month one
- 把系统专区的四篇核心文章读完
- Read the four core articles in the system area
- 至少参加两次线下大课
- Attend at least two in-person classes
- 完成 3 次一对一培训
- Complete three one-on-one sessions
- 开始列名单，启动快速晋升
- Start the name list and begin the Fast Track
内部培训资料，仅供签约经纪人使用。文中金额为制度算例，不代表任何人的实际收入。
Internal training material for contracted agents. Figures are structural examples, not actual earnings.