PRIMERICA
The best way to set a KT appointment
is to get a New recruit off to a fast
start.
OR
Prospect face to face, or get referrals
and set an interview or a KT.
(When prospecting face to face look for wedding rings.)
Who other than yourself would be involved in
making a career decision? (WFA) My spouse
Great! I’m guessing you are the kind of people
that make decision based on all the facts, not
partial facts. Would I be right in assuming that?
(WFA) yes.
Great! Then I need to get with the both of you so
I can get you all the facts, and you can make an
informed decision together. I have tonight or
would tomorrow night be better?
(Coach them on what to say to their spouse!)
I know a guy/ girl looking for a business partner. They
are coming over tomorrow night to show us exactly
what they’re looking for, and what I’d be doing. I set it
up for both of us to be there at 6pm tomorrow night
okay?
(If they’re single invite them to the opp Mtg)
Is there anything you cant get out of ________ night at
7pm? (WFA) No. Great! Since there’s nothing you cant
get out of I need you to be at my office at 7pm______,
Now I’m gonna have a seat saved and a name on a list
so can you promise me you’ll be there? (WFA) yes.
You’re a man/ woman of your word right? (WFA) Yes K
I’ll see you ______ at 7pm here’s the address.
Okay then here’s what’s gonna happen.
1. I’m gonna get your application started
2. Ask you some background questions
3. And we’ll get your background check started
okay? (WFA) okay?
4. Great! Grab your drivers License for me.
1.Do their FNA, get their life app
completed.
2.Get them off to a Fast start, help them
set apt ect…
500,000
500,000
10,000
$1,260,000
100
300
200
26,000
1. 6-8wks to get you covered, 2. I’m gonna as med ?’s, 3. I am gonna to take 1st mo’s prem tonight,
4. It will conditionally cover you when I leave your home tonight okay? WFA okay.
Great grab ur D.L. for me.
Making the
decision to win

WE BUILD TEAMS FOR A LIVING!
WHAT DO WE DO?

1. Be Coachable
◦ -show up early 6:15 @ opp if F/T 6:30pm if P/T!
◦ Follow The system always, even when you think
you have a better way (duplication)
◦ Be at everything/ never miss!
 Full timers should be to:
◦ -Monday morning epn
◦ Thursday morning calls 9am
◦ opp mtg 6:15pm
◦ training 6:15pm
◦ Set 8-10 new kt’s per wk and up on 6-8!
MEETINGS ARE APPOINTMENTS
Magical Opp Nights

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
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Magic starts at 25 people attendance
Become an incredible inviter/ promoter of all
meetings(is there anything u cant get out of?)
Attendance contests. Steak & Beans, Car
wash, A team vs B team, Get creative!
You need an enviorment to recruit! They join
the environment, not a prof. biz
People need to act right. (you cant influence a
sporting event no matter how loud you cheer, but you can
influence this enviroment which does affect everyone)

Music, Mic,Clap, Be Excited, Must have new
direct guests!
Environment is not just a major key IT IS
THE KEY to success!
 How is it created?:

◦ 1-all agents showing early & Staying late!
◦ 2-Selling out to how important mtgs are!
◦ 3-Focus on Growing Agent/Guest attendance
week after week!
◦ 4-We are a people business FOCUS ON THEM
SHOWING UP TO EVERYTHING! why would you
focus on anything else?!! Just put butts in chairs as
many as you can to everything! and everything else that
frustrates you will go away!
ENVIRONMENT

Communication is the key to meeting
attendance
1-Call everyone you can
2-Send out group texts constantly
3-always have 10 invites
4-always know exactly how many
people you have coming to opp and
training agents & guests!
COMMUNICATION

PEOPLE SKILLS
◦ 1- Champions understand people skills are a
must
◦ 2-Learn to hold people accountable through
inspiring them!
◦ 3-Move People through the system FAST:
 1-Fast Start (death claim)
 2-Team Captain
 3-RVP/ SVP/ NSD/ SNSD
RECRUITING
Don’t think small is big
always ask yourself compared to what?
 Leadership is initiative!!

◦ 1-initiating the phone call, the conversation
while prospecting, helping your new rec get off
to a fast start, showing up first ect…
LEADERSHIP!