Build a Team
BUILD A TEAM CHECKLIST
Successfully present the Opportunity Presentation
Confidently answer the most common questions on a recruiting meeting
Correctly onboard a new agent
LEARN HOW TO PRESENT THE OPPORTUNITY TO A POTENTIAL AGENT
Utilize these practice slides that have:
Explanation slides
word for word what to say on each slide
Be sure to pay special attention tonality, body language and to the most common objection slides!
ROLE PLAY AND PRACTICE ON YOUR OWN!
Practice the OPPORTUNITY PRESENTATION on your own, with a friend, family member, or your trainer. Utilize this practice presentation to help you master each slide
SAVE THE OPPORTUNITY PRESENTATION TO YOUR BOOKMARKS
Save the Opportunity Presentation to your bookmarks bar for quick access.
➡️ Opportunity Presentation ⬅️
ROLE PLAY OVERCOMING THE MOST COMMON OBJECTIONS
Practice the OVERCOMING THE MOST COMMON OBJECTIONS on your own, with a friend, family member, or your trainer.
KNOW HOW TO PROPERLY ONBOARD AN AGENT!
Be sure you know these steps in order to onboard a new agent
DO A PRACTICE IBA
Go to Primerica App and do a practice IBA application to make sure you know how to submit an IBA.
Agent Onboarding
1️⃣ Submit IBA
Create a Primerica Online (POL) login using the default password “Welcome1!”
Register the new representative for the required life insurance course
Have new representative download and log in to the Primerica App
2️⃣ Have new representative send the word "Ready" (English) or "Iniciar" (Spanish) to (951) 261 - 8814
The automated system should respond with a link to our licensing Specialists Calendar. Schedule the meeting.
After the meeting is scheduled, the automated system will send another link. This is the Orientation Prep Videos Link.
Be very direct about them watching the videos BEFORE the orientation with you. They will answer most of the questions that will come up during the orientation.
3️⃣ Schedule the new representative for orientation within the next 24-72 hours
During the orientation you'll take the new representative through the client experience and then finish up with a fast start list.
Edify The Support Team: Talk about how Emmanuel (RVP), Jenny (Licensing Specialist), and Karina (Relationship Manager) will be involved in their licensing and training.
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