Set Up Your Next Follow-Up | RedLine

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New Associate Orientation

Step 1: With Your Trainer Do The Following

Download Primerica App
Stay Connected!
Schedule Your Life Insurance Pre-Licensing Class
Set Up Your Follow-Up

Step 2: Complete On Your Own Before Your Next Meeting

Primerica: A Company of Destiny (11:12)
The Best Opportunity in North American Business (17:43)
ORIENTATION VIDEO (49:59)

Step 3: With Your Trainer Do The Following

Jump Start with Opportunity Post
Set Up Your Next Follow-Up

Step 4: Complete On Your Own Before Your Next Meeting

Appointment Setting Audios (68:42)
Role Play Your Appointment Setting
Appointment Setting Scripts

Step 5: With Your Trainer Do The Following

Role Play Appointment Setting With Your Field Trainer
Set Your "Easy 3" Appointments
"Client" Facebook Post
Set a Time to Complete Your Personal Financial Needs Analysis (FNA)

Step 6: Complete On Your Own Before Your Next Meeting

Messenger Scripts
Messenger & Facebook Posts
Congratulations!

Important Licensing Tasks

Attend Your Life Insurance Pre-Licensing Class
Schedule Your State Exam
Complete Your NAIC Form
Go Green
Pass Your Test

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Set Up Your Next Follow-Up

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