Below each field trainer's name you will find relevant booking links.

Elevate Field Trainers | Linktree

Elevate Swag

IBA Day

Orientation Day

Lynnet Slowinski - Licensing

Field Trainer Licensing Dashboard

Important Contacts

Elevate Full-Time Resources | Linktree

UCanPass Prelicensing Course

1) Complete their IBA!
2) Once you have their rep ID...
3) Get them into their class! If an in person class is an option ALWAYS try to get them into that first. Next best option would be a Zoom class. If niether of those work, get them registered at ExamFX linked below.
- Ariel's Rep ID - HQH3U
- Make sure that you double-check that their email is spelled correctly
- Show them around the course, and have them log in on their own to make sure they know how to access it.
4) Contact Ariel or Shelby if you have any questions or anything strange comes up while going through their IBA
5) Schedule them for orientation ASAP (within 24 hours is best practice, no later than 48 hours)
6) Send them their welcome text and connect them with Ariel and Shelby

To-Do List

Hello, (NAME). I'm so happy to have you on the team!

Here are your Getting Started Instructions!

Please read through this text entirely so you have all the info you need to get off to a great start! I've included our Regional Vice President, Ariel King, and our licensing specialist, Lynnet Slowinski, in this thread. We are your support squad!

Your Rep ID# is: 
Your State:

Click on the link for the important steps to complete before we get back together for your orientation. Anything that we have previously done, you can disregard.

1. Download and log into the Primerica app... You get paid for downloading the app in the first 24 hours of signing up!

Using your ID and the password Primerica1

2. Login to the licensing course

Using your personal email and password Primerica1!

3. Watch the orientation video and take notes BEFORE our orientation.

I'm so excited to have you here! See you (date and time) for orientation.

https://linktr.ee/elevatebase

Send Welcome Text

Orientation Script

New Associate Orientation Manual - Field Trainer Version

1. Send reminder with Zoom link the morning of orientation.
2. Go through orientation manual.
3. Teach basics of CRM - have them start putting contacts in. 
4. Set AT LEAST 1 KT together on Orientation.
5. Send after orientation text.

Elevate Field Trainer Booking Links

Hey (NAME)! I’m excited to get you started — you did great today.

Here are your next steps so we keep your momentum going:

1️⃣ Kitchen Table appointment: (DATE/TIME)
2️⃣ Licensing check-in with Lynnet: (DATE/TIME)
3️⃣ Start your licensing course
4️⃣ Listen to the Appointment Setting Audio in the linktree.
5️⃣ Add your list to your CRM.

I'll see you on (DAY/TIME) so we can start scheduling your training appointments! 😊

We’ve already got a strong start — now it’s just about following through.

Let’s get you licensed, promoted, and paid 👊

After Orientation Text

Schedule a Check-in!

Business Builder/Coaching Meeting

Financial Needs Analysis

Investment Review - AL, AR, DE, FL, GA, IA, KS, LA, NM, NY, PA, TN, TX; Var. Annuity- AL, LA, NY, PA

KTs - AL, AR, AZ, CA, CO, DE, GA, IA, ID, LA, MD, MI, MS, NY, OH, OR, PA, SC, TN, TX, UT, VA

Opportunity Interview

KTs - IA, MN

KTs - IA, MN, NC; Investments - IA, NC

KTs - IN, KY, LA, MS, MO, OK, PA, TX; Investments - LA

KTs - LA & TX

KTs - AR, KS, & TX

Outline

Ariel King - RVP

Lyndsay Aulbert - Office Manager

Lynnet Slowinski - Licensing Specialist

John Foppe - Regional Sales Manager