New Associate Checklist

Name: _____________________________________________________________

Solution # _______________________ Phone: _____________________________

Trainer: Jeremy R. Smith Recruiter: ___________________________________

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

For Internal Use Only. Not Intended for Public Use.

 New Associate Information
Solution # ________________________ Pass: _____________________________
The above are your credentials to login for POL (www.primericaonline.com)

Email: ________________________________________________@primerica.com

Ucanpass Login: Your Primerica.com email address

Ucanpass Pass: __________________________________________________
The above are your credentials to login to www.ucanpass.com

Put these contacts in your phone:

RVP: Walter S. Dunn Solution # VN087 Phone: 386-623-6022

Trainer: Jeremy R. Smith Solution # 4VWJK Phone: 850-445-3489

Debi Smith 850-445-0403

Office Manager: Randy Hunter Solution # KYBC2 Phone: 850-528-2058

Conference Call: 712-432-9998 Access Code: 346096# Wednesdays @ 10PM

Primerica Rep Hotline: 770-381-5885

Regional Licensing Center (RLC): 850-562-4726

Office Address: 2639 North Monroe Street Phone: 850-210-1193

Suite C-108
Tallahassee, FL 32303

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.
 Why?
Start with Why
Why do YOU want to do this? ___________________________________________
___________________________________________________________________

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. ______________________________________________________________

Write down 5 people who are counting on you to succeed.

1. ______________________________ 4. ______________________________
2. ______________________________ 5. ______________________________
3. ______________________________

What would you be willing to ENDURE for them? ____________________________

___________________________________________________________________
___________________________________________________________________

For Internal Use Only. Not Intended for Public Use.

 Goals & Dreams
Have you always dreamed of having the big mansion on the hill? The fancy sports
car? The money to donate to causes you care about? Write down 5 dreams you
have.
1. _________________________________________________________________
2. _________________________________________________________________
3. _________________________________________________________________
4. _________________________________________________________________
5. _________________________________________________________________

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? ___________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________

What business goals would you like to achieve? ____________________________

___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________

For Internal Use Only. Not Intended for Public Use.

 Next 7 Days Schedule
Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7
Time
/ / / / / / /

8:00 AM

9:00 AM

10:00 AM

11:00 AM

12:00 PM

1:00 PM

2:00 PM

3:00 PM

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

For Internal Use Only. Not Intended for Public Use.