How to Build a Primerica Financial Services Business

How to Build a Primerica Financial Services Business thumbnail
You can build a Primerica business.

Becoming an entrepreneur is a goal for many. Having the focus, determination and financial backing to make your dream a reality is more difficult than most realize. Becoming affiliated with Primerica is one avenue for you, if you understand that being an entrepreneur requires work. Primerica offers an opportunity to work toward your dream without investing a fortune, supplying almost everything you need to build your business. Governing Primerica are state insurance commissioners across the U.S., as well as the Securities Exchange Commission and Primerica's own compliance office.

Things You'll Need

  • Dependable transportation
  • Cell phone
  • Internet-capable phone or computer
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Instructions

    • 1
      Write down your goals.
      Write down your goals.

      Write out your goals for the next six months, year and five years. To build your business, you must put your goal in writing. Be precise, down to the dates you want to receive your regional vice president promotion, open your own office and its location. Carry your goals with you where you will see them frequently throughout the day.

    • 2

      Get licensed. Do not postpone this for any reason. Until you become licensed to work in every part of the company, you cannot offer all their products. Thus, you will be unable to work independently.

    • 3
      Learn from your field trainer.
      Learn from your field trainer.

      Work with your field trainer as soon and as often as possible. Your field trainer will teach you how to educate your clients to become financially independent. Field training is one of the most important times in a Primerica career, because you will have a mentor in the field always available to answer your questions as they develop.

    • 4
      Attending functions will keep you motivated.
      Attending functions will keep you motivated.

      Attend all company functions all the time. Your attendance will help keep you motivated and focused. You will learn what others are doing, what works and what doesn't. Training will prepare you for the tough questions clients inevitably ask.

    • 5

      Write a list of your top 50 prospects. Your trainer will help you narrow this to your top 10. Always work your list and ask for referrals. Referrals will help you grow your list. You must think of your prospect list as future income. If you run out of prospects, you run out of income.

    • 6
      Plan family time.
      Plan family time.

      Work at least six nights out of seven. Remember, it is your business you are building, and no one will do the work for you. However, do not forget to plan family time. Your family is the reason you are working as hard as you do, so spend time with the ones who are most important.

    • 7
      Get help from a mentor.
      Get help from a mentor.

      Find a mentor or someone you admire in the business to help you overcome tough issues. Realize there are going to be tough times. Having someone you can ask for guidance will only make you a stronger leader as you build your team and grow your business.

Tips & Warnings

  • Primerica is highly regulated. A lack of compliance will mean possible fines and termination.

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References

Resources

  • Photo Credit hi!my name is....(businessman and his team) image by Alexey Klementiev from Fotolia.com girl writing in journal image by jimcox40 from Fotolia.com business women image by Kurhan from Fotolia.com Group of business people working together in the office.. image by Andrey Kiselev from Fotolia.com family image by Mat Hayward from Fotolia.com teacher & students image by Luisafer from Fotolia.com

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