Team Leaderboard
Live from our Discord submissions. Switch daily, weekly, or monthly and click any name to see the policies behind their number.
Ascend Standards
At Ascend Financial, our mission is to build an efficient, effective work environment where every agent can do their best work. Our systems aren't guesswork — they're deeply thought out, tried, tested, and proven to work, time and again. But they only work when we work them. Trust the process, follow the training our leadership has built, and the results follow.
Below are some of the standards every agent on this team is expected to abide by.
Hours
10:00 AM – 5:00 PM, Monday through Friday.
Agents are expected to be logged on to the dialer system by 9:55 AM at the latest.
Finishing Early
If you finish your calls for the day (per your tier) prior to 5:00 PM — you're good!
Example: if you're on T2 and finish your 6 calls for the day at 3:00 PM, you're free to enjoy the rest of your day.
Once you're out of budget for the day, send a message in the Epic Life customer service chat with OOB (Out Of Budget) so it's on record.
In-Office Requirement (First 30 Days)
In-office agents are expected in by 9:30 AM for their first 30 days of going live (taking calls).
Agents will be required to submit at least one call per week for their upline to review, to ensure consistent progression. More details on reviews are in that specific section of Discord.
Zero Tolerance for Complaining
ABSOLUTELY ZERO complaining will be tolerated.
Anything you're unhappy with should be communicated to your direct upline. No negative talk within any work-related chats/servers will be tolerated.
Training/Helpful Resources
Resources, references, and materials for the team.
📞 Call Recordings
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📋 Carrier Guide
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🩺 Whole Life Condition Grid
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📹 Training Videos
Videos from the team, hosted unlisted on YouTube.