Recruiting · Financial services · 2025
WFG — recruited independent agents
Built the pipeline of licensed independent agents for World Financial Group.
Background
World Financial Group grows through its network of independent agents, and growth targets depended on a larger, more consistent recruiting pipeline than ad-hoc referrals could deliver.
The work
- Designed a sourcing and outreach program aimed at licensed agents and strong career-change candidates
- Built screening and onboarding steps that kept candidates engaged from first conversation to licensing and launch
- Set activity standards and tracking so recruiting results were measurable week to week
Outcomes
- A dependable pipeline of independent agent candidates
- Higher conversion from candidate conversation to active agent
- Recruiting activity that leadership could forecast and manage