Field Training Scripts + Tools
Use this during appointments + recruiting

Elevate Field Training | Linktree

How to Properly Introduce Your Trainer

Recruiting Appointment

Kitchen Table Appointment

Additional Resources

1) Complete their interview and 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:

RC Script

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, Shelby Pierpoint, 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 1Recruit

2. Login to the licensing course

Using your personal email and password #1Recruit

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

Welcome Text

KT Script

Crusade Brochure

Zoom KT Training

Business Owner Appointment Training

Ian Prukner - Why Primerica at the KT

Elevate Licensing Resources 

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