Mastering Your Success System - Silo 1 Recruit
Mastering Your Success System Quiz
Test your knowledge and understanding of the essential skills needed for recruiting and training new agents in the Primerica system. This comprehensive quiz covers everything from setting up training appointments to understanding the Quad Interview Process.
Key Topics:
- Recruiting strategies
- Interview processes
- Training appointments
- Field Training Bonuses
What is the purpose of setting training appointments for the new agent?
Get referrals
Witness success in the field
Learn how to present
Build a team and client base
Build confidence
All of the above
A fully qualified appointment has which of the following characteristics?
Married
Homeowner
Children living at home
Adult children
Bachelors Degree
Age 22-55
Pets
Household income of $30k or higher
Easy 3 training appointments are people who
Have 6 figure incomes
Are close friends / family
Work out of state
Know you well
Local
Knew you when you were a child
Would do anything for you
Easy 3 Kitchen Table Presentations will be held at
Their job
Local restaurant or coffee shop
Clients home
Library
When qualifying a list you should put the following in the comments section
Approximate height and weight
How you know them
Children's names
Where they live (town/state)
Approximate Net Worth
Why should you always be focused on expanding your market
You need more friends
To be more popular on social media
So your business doesn't plateau due to a lack of new leads and referrals
This is a great opportunity for people already in the industry because
Ownership
Higher Commissions
Quotas
Less restrictive territories
No Quotas
Create Circles of Influence with industries that compliment Primerica
Real Estate
Mortgage Lenders
Insurance Agents
Health Care
Dog Sitting
Auto Sales
Grocery Stores
Business Coaches
If you invite 20 people to Op Night, statistically how many will show
20
10
5
1
Non Qualified 1 to 1 Interviews should be held at
Their home
The office during normal working hours
Coffee Shop on weekends
Their place of work
The office late in the evening
If you want your RVP to conduct the interview the candidate must
Wear a suit
Drive a nice car
Attend an Op night first
Be fully qualified
How many minutes should you spend going through the Orientation Manual with the new agent?
10 minutes
1 hour
30 minutes
2 hours
Once the IBA is submitted, new agent orientation should be scheduled and completed within
1 week
That calendar month
24 - 48 hours
2 weeks
The sooner orientation happens the more likely they are to
Stay excited
Quit
Earn commissions
Earn a bonus
Miss meetings
Get promoted
Become independent
ABC's of the Business
Always split sales
Be a Student
Cheer-lead the system
Be an RVP
Count your blessings
Always Bring People
A new agent should get life licensed in how many days from IBA?
10
90
180
30
When do you cover the Field Training Bonus of the Orientation Manual?
When you get to page 5
Right before they create their list
During the interview
Before the 1st appointment
The phone number for Primerica Home Office Assistance
719-896-4272
770-381-5885
800-665-8677
770-381-5596
SRR stands for
Special Registration Required
Securities Registration Review
Special Registration Review
Special Recruit Review
To receive and keep a $200 bonus the new recruit must
Hire at least 1 direct agent
Pass the SIE
WItness 5 life sales
Witness at least 1000 in premium written
Complete PFSU in 120 days
Be actively life licensed in 90 days or less
Clients complete paramed exam
Not cancel policy for at least 6 months
To develop a winning schedule in Primerica you should only focus on weekdays and take weekends off until you're full time
True
False
The Wednesday night conference call uses the following meeting ID
721879
475982
359762
721657
When out and about prospecting you should
Get their name and cell number
Give them you're business card
Get their name and schedule to come back later
When should a new agent watch the Jeff Seagrave New Recruit Orientation video?
Immediately after orientation
Before Op Night
During the time between IBA and Orientation
After you prospect their name and number
What password is required for opening the Jeff Seagrave video?
Recruit
Primerica
Primerica
Recruit
What are the 4 parts of the Quad Interview Process
How we do it
What we do
How we get promoted
How we get paid
Background check
Expectations
Requirements
Licensing and Fees
When doing the Quad, the typical sales charge for a rollover investment is
5%
4%
10%
35%
A new agent is expected to go on how many Qualified Training Appointments prior to attending PFSU?
1
10
4
6
When should a new agent begin studying for the SIE
After completing 4 training appointments
Immediately after they are actively life licensed
Once they are a District Leader
After completing their U4 application
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