Expectations for OSAs in Elite & Traditional

Attend Every Thursday Team Meetings

Maintain 50
team leads max in database

Keep quality & consistent notes in FUB

Participate in Monthly Database Meetings

Participate in Team Slack Channels & respond to DMs

Commit to being Coachable & Accountable

At Least 1 Closed Deal/Quarter

Use and maintain Team Google Calendar

Additional Requirements for Elite



18+ deals in calendar year
Full time (40+ hours per week)
Attend all Referral Partner Mtgs Live
Maintain Referral Partner KPIs
Guest lead training
Participate in team huddles


Unlimited Referral Partner Programs (with Leadership approval)
Access to Lead Pond
ABC channel lead Slack channel
ABC referral partners lead Slack channel
ISAs lead access, assignment, and support
Elevated TC Support
Elevated Marketing Support

Additional Requirements for Traditional


Attend Min. of 1 Sales Training a Week
Hit at least 3,000 FUB Leadership Pts/Week
If Full Time (40+ Hours Per Week)
Attend all Referral Partner mtgs
Maintain Referral Partner KPIs



Access to Lead Pond
ABC channel lead Slack channel
ISA lead access, assignment, and support
If Full Time – eligible to apply:
Referral Partner Lead Program – 1-2 Referral Partner Lead Programs (with Leadership Approval)
ABC referral partners lead Slack channel
1+ TBR Power Hour per Week
1+ Open House per Month
Team Huddles

Independent Non-Lead Program



Thursday Team Mtg – Attend live OR watch recording
Must close 1 deal every six months


Team Resources/Training Access

TBR Lead Programs

For more detailed information about each lead program, click on the button.

Please let us know if you have any questions!

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Lead Program or Referral Partner Change Request

If you are interested in applying for a new lead program or being removed from one, fill out this form.

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