Become a Certified Trainer
WATCH THIS VIDEO TO KNOW HOW TO GET STARTED
The way to build a successful business is by mastering each of the three pillars. Becoming a trainer allows you to have an endless amount of meetings and to build a team of agents.
BUILD A TEAM CHECKLIST
Successfully present the Opportunity Presentation
Confidently answer the most common questions on a recruiting meeting
Correctly onboard a new agent
TRAINING AGENTS CHECKLIST
Successfully present the Orientation
Effective at helping an agent build their list and understand the training process
Confidently make calls and successful at scheduling training appointments
Successfully help an agent make the Host-A-Post, manage the messages & manage their posts/comments
Understand the promotions and how to build an agent's bonus
HELPING CLIENTS CHECKLIST
Know how to explain edification to the trainee
Have relationship-building skills to connect with clients
Confidently go through the presentation with a client
Confidently answer the most common questions on a training appointment
Confidently go through the FNA with a client
Successfully close life insurance and Investments and know how to close other products
Confidently get Emergency Contacts/Beneficiaries/Introductions as well as reach out to those listed
SCHEDULE A CERTIFIED CHECK-OFF MEETING WITH YOUR RVP
In order to check off each pillar, you'll need to meet with your RVP and pass off each section. Schedule the meeting in the REVIEW Calendar.
The individuals identified as EmaJen Financial Solutions are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.
A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.
The Lifetime Investment Platform is an advisory program sponsored by PFS Investments under the name Primerica Advisors. For additional information about the program, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.
Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Investing entails risk including loss of principal. Past performance is no guarantee of future results.
