New Associate Checklist: Complete at Orientation
New Associate Checklist: Complete at Orientation
Name: _____________________________________________________________
Complete at IBA
Date Trainer
Tasks
Completed Initials
Submit IBA
Register for POL
Register for Pre-licensing
Schedule Orientation (24-48 hours)
Complete at Orientation
Date Trainer
Tasks
Completed Initials
Build Rapport & Get to Know Them
Why Worksheet & Goals & Dreams Worksheet
Recap What Primerica Does (Explain the Crusade)
Next 7 Days Schedule
Explain 3 Tasks & Fast Start vs Getting Licensed 1st
Explain Promotions & Fast Start Bonus
Explain the Importance of Distribution & Recruiting
Top 5 Worksheet
Set 24-48 Hour Recruit Appointment
Warm Market Lists
Commitments Worksheet
Schedule Training Days
Explain the Market
Teach Appointment Setting
Roleplay Making Calls
Make Calls & Schedule KTs (minimum 4 set)
Challenge Them to Compete
Explain Master Copy
Email: [email protected]
We utilize the app GroupMe to communicate daily with the team. The app is free to
download for iOS or Android phones. If you do not have an account already, I
suggest you create one using an email address and not just a phone number. Talk
to your trainer to get added today!
Primerica also has a great app, called Primerica App, you can use to learn, track
your business, and other things. The app is also free to download for iOS or Android
phones by searching for Primerica App. Use your POL credentials to login. Talk to
your trainer about the many features of this app.
For Internal Use Only. Not Intended for Public Use.
&
Team Spartans
If you had UNLIMITED money & time, what would your life look like?
Write down 10 things that would be different in your life.
1. _________________________________________________________________
2. _________________________________________________________________
3. _________________________________________________________________
4. _________________________________________________________________
5. _________________________________________________________________
6. _________________________________________________________________
7. _________________________________________________________________
8. _________________________________________________________________
9. _________________________________________________________________
10. ______________________________________________________________
Are there any long-term goals you would like to achieve in your life? _____________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
Are there in any short-term goals you would like to achieve? ___________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
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1:00 PM
2:00 PM
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4:00 PM
5:00 PM
6:00 PM
7:00 PM
8:00 PM
9:00 PM
10:00 PM
11:00 PM
Weekly Schedule
Tuesday 7 PM 9 PM: Money & Business Seminar/Training
Wednesday 10 PM: Conference Call
Saturday 9 AM 11 AM: Training
Trainings/Seminars/Conference Calls
What happens if you take away one leg? What happens if you take away two legs?
Complete $100
1x 1 PFSU3 60 days3 PLUS
*The above requirements to advance up to Level 6 (Regional Leader) are only guidelines. They have been developed based on the experience of our
senior field leaders.
****In the U.S., until an RVP has a principal license, the RVP will earn only 50% of securities overrides during the first year and, thereafter, no
securities overrides. In Canada, until an RVP has obtained Branch Manager registration, the RVP will initially earn 100% of securities overrides, but
if he or she has not obtained Branch Manager registration within 120 days of RVP advancement date, then only 50% and, after the first year, no
securities overrides.
16POL435 For internal use only. Not to be used with, or distributed to the public.
Step 8: Become a Senior Vice President
110% Commission + Bonuses
Have three 1st-Generation RVPs currently in place
Submit $50,000 thru 1st in Bonusable Premium; maximum credit 25% per leg; Base Shop Bonusable Premium
may only count for 50%
Minimum $10,000 Base Shop Bonusable Premium
Pre-qualify month before with at least 75% of each of the two above premium requirements
Have acceptable persistency
Execute SVP Agreement
Be securities principal licensed (Series 26)*
No commissions or bonuses are earned except upon product sales. Assumes achievement of current company production and quality of business
requirements. Representatives must meet all qualifications for bonuses to be payable. For bonus information, see the Bonus Program Document at
POL Home tab/Compensation/Bonuses. Contract advancement subject to being in good standing with each Primerica company.
Percentages based on Primerica Lifes Custom Advantage 30 product outside of New York and in New York, National Benefit Lifes Custom Advantage
30 year product, Form no. NC5RV-30. Issue ages 26-45.
Portion of commissions subject to placement in a deferred compensation account (DCA) with deferred release.
PFSNY pays life commissions in New York, where term life insurance is underwritten by National Benefit Life Insurance Company, Home Office: Long
Island City, NY. In Canada, Primerica Life Insurance Company of Canada pays life commissions and underwrites insurance; Home Office: Mississauga,
Ontario.
These guidelines, including the commission rates and levels, are subject to change from time to time.
16POL435 For internal use only. Not to be used with, or distributed to the public.
Distribution & Recruiting
The key is distribution! You gain distribution by collaborating with others. Its a
win, win, win for everyone!
1. ________________________________________________________________
2. ________________________________________________________________
3. ________________________________________________________________
4. ________________________________________________________________
5. ________________________________________________________________
Lets get them on the phone right now and see them immediately!
We are looking for managers, leaders, and people who are responsible and
wanting to achieve success.
Dont pre-judge, write down everybody you know. These are the people you will
see during your training and on your own after you are trained.
Dont make the mistake of leaving somebody off your list because you dont think
they would be interested. Show everybody the opportunity and let them make up
their own mind, just as you did. If nothing else, they will probably become your client
or refer you to someone.
If you leave someone off your list, dont be surprised if someone else brings them
into the business.
Give a copy of your list to your trainer. This will help you and your trainer
communicate about who you are seeing during your field training.
Get out in the field with your trainer within 24-72 hours after signing your IBA.
Most people are looking for a chance to improve their life, just as you and I are.
They just havent found the right vehicle yet.
Married
Pre-College Kids
Full Time Job $30K+/yr
Age 23-45
Homeowners
Market Score (0-5 pts)
Known over 1 year
Been invited over
Visited within 6 months
They've done you a favor
They'd help you
Credibility Score (0-5 pts)
Married
Pre-College Kids
Full Time Job $30K+/yr
Age 23-45
Homeowners
Market Score (0-5 pts)
Known over 1 year
Been invited over
Visited within 6 months
They've done you a favor
They'd help you
Credibility Score (0-5 pts)
Signature: _________________________________
Date: _________________________
Date: _________________________
Target Market:
Prime Time for Scheduling Kitchen
Married Table (KT) Appointments:
Age 23-45 5:30 PM, 7:45 PM, & 9 PM
Or
Children under 18 6 PM & 8 PM
Have a FT job making $30k+
These are the times most people are off work on weekdays
Own a home
Each of the categories is worth one point. Only do KTs with 4 or 5 pointers, and
anything less gets invited to the Money & Business Seminar.
Name: _____________________________________________________________
Trainer: ____________________________________________________________
Once all the tasks have been completed, you will earn a Master Copy t-shirt!
Winner Complete in 14 days. Primerica lapel pin also.
Superstar Complete in 7 days. Insulated cup and lapel pin.
Champion Complete in 3 days. Leather padfolio, insulated cup, & lapel pin.
*If you dont qualify for IP, an immediate family members policy can substitute