Agent Career Path of Success

An Agent’s Career Path of Success

While there are many career paths to success, this is a proven path to success that is filled with success. When agents begin in the business, it’s very scary but exciting. As agents find success, they naturally question “What’s next?”


This is a proven career path that you can look forward to. Bear in mind that moving to the next phase is your choice. If you don’t want to manage people, an assistant & team is not necessary for your success. Many agents are much happier without management headaches.


Each phase listed here is a profitable level of success and no phase is “more successful” than the previous (with exception, perhaps, of “new agent”.) Do what makes you happy.


Goal #1: Establish Your Business

  • Priority: Hustle and Hard work. 
    • This phase will most definitely be the hardest but will be the foundation of a long term, fruitful career in real estate
  • You have plentiful time and you need to fill your pipeline.
  • Meet as many potential buyers in real life as possible. Set appointments.
  • Work a very broad geographic area.
  • Begin to build your SOI as you close company generated transactions AND your SOI
  • Career Transaction Goal: 25
  • SOI Transaction Goal: 15-25%
  • Anticipated timeframe: Years 1-2


Goal #2: Build Efficiencies & Learn Processes

  • Priority: Work Smarter
  • Learn to time block & set reasonable boundaries.
  • Implement proven processes and systems.
  • Pre-qualify buyers prior to meeting them.
  • Begin to refine your geographic service area.
  • Learn the listing presentation & process.
  • Continue to build your SOI and close more referral transactions.
  • Career Transaction Goal: 50+
  • SOI Transaction Goal: 25-50%
  • Anticipated timeframe: Years 2-4




Goal #3: Become a Great Listing Agent

  • Priority: Close More Seller Transactions
  • Go to as many listing appointments as possible.
  • Take any listing in order to learn and perfect the process.
  • Continue to work qualified buyers in your geographic service area.
  • Continue to build your SOI and close more referral transactions.
  • Note: not all agents like listings and prefer to work with buyers
  • Career Seller Transaction Goal: 50-75
  • SOI Transaction Goal: 50-75%
  • Anticipated timeframe: Years 4+



Goal #4: Leverage Others & Systems – Hire an Assistant, Virtual Assistant, and/or Leverage Contractors

  • Priority: Earn Your Time Back
  • Identify the “$15/hour” tasks you need to offload.
  • Build a schedule for your assistant.
  • Identify systems that you will use to manage your assistant.
  • Interview many applicants.
  • Hire slow, fire fast.
  • Continue to build your SOI and close more referral transactions.
  • Leverage brokerage generated opportunities as necessary
  • Anticipated timeframe: Years 4+



Goal #5: Grow Beyond Yourself – Build a Team

  • Priorities: Refine Your Market & Leverage Your SOI
  • Identify the buyer transactions that you should offload.
  • Give yourself time back with minimal revenue loss.
  • Establish expectations for a buyer’s agent.
  • Interview many applicants.
  • Hire slow, fire fast.
  • Continue to build your SOI and close more referral transactions with your team.
  • Anticipated timeframe: Years 5+