Get Started Manual

Get Started Manual
Mission Statement: To help families earn more income and become
properly protected, debt free and financially independent.
Name: ____________________ Sol #:________ Start Date:________
Top 3
Goals
1.______________ 2.______________ 3. _______________
ACTION STEPS
1. The Crusade
Go to www.primerica.com —> Concepts
2. POL & Apps
Login into www.primericaonline.com & download Apps
3. Schedule Class
Go to New Rep Homepage & schedule licensing class
4. Three Guests
Who are 3 people you would like to invite to Opp Meeting?
5. Field Training
What days are you available to work?
6. Your FNA
Schedule your FNA if you haven’t already
INCENTIVES
1 Recruit + 1 Life Sale (FTO) in first 30 Days = $100 Bonus*
2 Recruits + 2 Life Sales (FTO) in first 30 Days = $200 Bonus**
Engage for 90
Earn points and recognition by competing with other new reps.
Finish in top 5 in the Engage for 90 challenge = iPad mini!!
————————————————————————————————
*Complete PFSU within 60 Days
**Life Exam Pass Notice Received within 90 Days
What to Expect
First 30 to 60 days:
Learn the business quickly, Build a client base through referrals, Build a team, Get promoted quickly,
Qualify for an iPad mini & Earn up to $300 in bonuses.
Next 60-90 days you’ll be in a position to:
Earn anywhere from $1000 to $4000+ per month part time, Have an unlimited number of appointments
because of referrals & teammates, Compete for company trips for you and your partner, Earn money
through overrides because you now have licensed teammates.
Then in the next 12 to 36 months you’ll be in a position to:
Leave your job and work full time in Primerica, Earn the RVP contract & Make $100,000+ per year
All of this can happen IF you get your trainer in front of 15+ people within 30-45 days that are in the right
market (4 & 5 Pointers) and that you have credibility with. So if as your field trainers, all of this is our
commitment to you, can we get your commitment that you’ll get your field trainers in front of 15+ people
within your first 30-45 days?_____________
Why We Recruit
All companies and organizations recruit. Franchises, retail stores, businesses, the NFL, churches, etc.
They do it to grow distribution, to reach more people, to find the best teammates and so on. You either do
the recruiting or you get recruited. At Primerica you get to recruit and build a team from day one! It's more
fun with others and your business moves much faster!
Resources, Etc.
Weekly Trainings:
Tuesdays 7:15 - 8:30PM
Saturdays 9 - 10AM
“Qualified
Market”:
Client Website: www.myprimerica.com
Weekly Opportunity Meetings:
Tuesdays 6PM
Saturdays 10:30AM
Auto/Home:
877-855-8111
Primerica Helpline: 770-381-5885
Weekly Team Conference Call:
Sundays 9PM every other week
Married
Ages 25-45
Children
Home Owners
Occupation
Primerica Online (POL):
www.primericaonline.com
All*Stars Website: www.pfsallstars.com
Login: pfs Password: allstars
POL Video Training:
POL —> New Rep Home Page —> “Primerica
Online Features” —> “Winning in Primerica”
Company History: Coach by Art Williams
Product Introductions:
POL —> New Rep Home Page —> “Primerica
Online Features” —> “Earn $ Now”
Audio “Areas of Concern” by Keith Otto
Financial Concepts: How Money Works
PFN TV - Daily video company broadcasts
Promotions & Compensation
Representative (25%) GOAL DATE: _______
Get Life Licensed
Senior Rep (35%) GOAL DATE: _______
$1000 Life Premium* in one month & 2 personal Recruits
District Leader (50%) GOAL DATE: _______
$2,500 of Life Premium* in one month
Minimum 3 personal Recruits
Division Leader (60%) GOAL DATE: _______
1 Active Licensed Direct District Leader, 3 Life Licensed Teammates
Submit $5,000 in Team Life Premium in 1 month
Securities License U-4 Submitted
Regional Leader (70%) GOAL DATE: _______
3 Active Licensed Direct District Leaders or above
5 Life Licensed Teammates; Securities Licensed
Submit $7,500 in Team Life Premium in 1 month
RVP (110%) GOAL DATE: _______
Be Full-Time; 6 Active Direct Licensed District Leaders or above;
7 Life Licensed Teammates
$20,000 in Team Life Premium over 2 consecutive months ($8,000 minimum in 1
month); Series 26 Licensed; Provide your RVP with acceptable replacement
Contract Life Ins.
Mutual
Funds
Auto /
Home
L.T.C.
Var.
Annuity
F.I.
PLPP
Annuity
$2500/yr
$100,000
$50,000
Total
$1000/yr**
$50,000
REP
$250
$600
$50/$25
$100
$1,500
$675
$50
$3,250
Sr REP
$350
$650
$52/$27
$155
$1,625
$731
$60
$3,650
DIST
$500
$700
$55/$29
$200
$1,750
$787
$80
$4,101
DIV
$600
$750
$57/$31
$250
$1,875
$844
$90
$4,497
REG
$700
$850
$60/$33
$300
$2,125
$956
$100
$5,124
RVP
$1,100
$1,240
$85/42
$400
$3,100
$1,395
$125
$7,487
*Field Training Observations do not count for promotions / **See Life Insurance Rate Book for more details
Inviting to the Opportunity Meeting
How interested would you be making part time income or a career change if the
money were right? (Wait For Answer WFA)
Great! There is an overview of our company coming up. Would Tuesday
evening work or would Saturday morning be better? (WFA) Great! I’ll pick you up.
Setting the Appointment: FETHOR
I need a FAVOR. I am really EXCITED about a new opportunity. I am getting TRAINED
over the next week and I could really use your HELP and your OPINION. And if you like
what you see you can help me with REFERRALS. The reason I called is because I’m
completing field training with my field trainer over the next week and I wanted to see if
you and (spouse’s name) would be available for about 30 to 40 MINUTES to help me
out on either: _____________ or _______ ? (WFA)
Would _______ or _______ O’clock be better?
(WFA)
Can you write us down for ______? If any emergencies come up for you or (spouse)
and you need to reschedule, call me otherwise we’ll just plan on seeing both of you on
_______ at ________. Thanks so much, I think you’ll like it and I appreciate your help.
Answering Questions
What is it?
The company is Primerica. They help families make and save more money.
The main reason for my call to you is I’m going through my TRAINING and I could use
your guys HELP and OPINION and maybe get some REFERRALS.
I wanted to see if you and (spouse’s name) would be available for 30 to 40 MINUTES
on:_____________ or _______ Night/Afternoon?
(WFA)
Would _______ or _______ O’clock be better?
We wouldn’t be interested in buying anything
We met with someone from Primerica already
I already have a financial planner
“Great! That’s no problem. I still need the TRAINING and maybe you could help me
with some REFERRALS. I wanted to see if you and (spouse’s name) would be
available for 30 to 40 minutes on:_____________ or _______ Night/Afternoon?
(WFA)
Would _______ or _______ O’clock be better?