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NEW TEAMMATE CHECKLIST
COMPLETE YOUR OWN FINANCIAL NEEDS ANALYSIS
COMPLETE YOUR OWN FINANCIAL NEEDS ANALYSIS
COMPLETE YOUR OWN FINANCIAL NEEDS ANALYSIS
Meet with your Field Trainer or person who recruited you and put your own plan (FNA) in place.
SIGN UP FOR LIFE INSURANCE CLASS
COMPLETE YOUR OWN FINANCIAL NEEDS ANALYSIS
COMPLETE YOUR OWN FINANCIAL NEEDS ANALYSIS
Follow the steps on POL to put classroom & study schedule together. If you have any questions or issues registering for Pre-Licensing class, contact your trainer or RVP.
STUDY FOR LIFE INSURANCE TEST
COMPLETE YOUR OWN FINANCIAL NEEDS ANALYSIS
STUDY FOR LIFE INSURANCE TEST
AFTER YOU ATTEND THE 2-DAY CLASS attend the Life insurance study group with Val Sutton. Check the Training Schedule for this week's day & time for Val's 2-hour review class.
PREPARE YOUR DIGITAL PRESENCE
LANDING PAGE
Take out a piece of paper and start making lists of people in your life. These can be added to your Primerica Online CRM Custom Lists.
CALENDLY
CRM
Take out a piece of paper and start making lists of people in your life. These can be added to your Primerica Online CRM Custom Lists.
Let's Get Started!
DIGITIAL MARKETING CHECKLIST
EXPAND YOUR MARKET & INCREASE CREDIBILITY
☐ Download the Primerica mobile app
Search for "Primerica App" on the Apple App Store or Google Play Store.
☐ Take a professional headshot
☐ Customize your personal Primerica business website
Go to POL > My POL > All Apps for Business & Client Management > My Rep Website
☐ Set up a free Zoom account
To create an account, visit Zoom.com
☐ Set up a scheduling link (ex: Calendly, Acuity)
Integrate with your Primerica email account's calendar to manage meetings and stay organized.
PRIMERICA OPPORTUNITY HIGHLIGHTS
- Start a business for $99 and run for $25/month
- Start part-time and transition to full-time
- Get professional licenses
- Be your own boss, set your own schedule, & work from anywhere
- Unlimited income potential
- Make a difference by helping others achieve financial independence
- You get to pick your teammates!
- Financial education
BUILD YOUR BUSINESS
☐ Set up your RMC email signature
Go to POL > CRM > Preferences > Signature Preferences
☐ Enable automated email campaigns to contacts
Go to POL > CRM > Preferences > Automated Campaign Preferences
☐ Set up a personal landing page
Go to POL > CRM > Preferences > Landing Page > Create New Landing Page
☐ Add your top 25 contacts to CRM
Upload via PRI App > Contact Manager > 3 Dot Menu > Import Contacts
Upload via CRM > Contacts > Import Contacts
Add Individually via Quick Add > On POL > Home > Quick Add (top menu list) OR on PRI App > Home > Quick Add button (on bottom of screen)
ADDITIONAL TOOLS
☐ Opt in to the RVP Digital Optimization Program
Go to the Primerica App > CRM/RMC > Preference menu to opt in.
☐ Confirm you added a headshot to your CRM/RMC profile
Your headshot will be displayed in your RMC email campaigns, landing pages, Google listing, and the Rep Finder website.
ADDITIONAL RESOURCES
CRM & Landing Page
Set up your Primerica sponsored Landing Page.
Add contacts to your CRM (on PrimericaOnline.com) and set up automatic Campaigns.