How to set a field training appointment - SCRIPT

Hey I need your help with something?

WFA

I’m in the process of getting my license with a financial services company and I need your help with my field training.

WFA

I just need to meet with you on Zoom for 20 - 30 mins with my field trainer just to show you what I’ll be doing when I get my license, can you help me?

WFA

We have (give two days) which day works better for you?

WFA

We have available (give two times) what time works better for you?

WFA

What’s your email? I’m going to send you over a calendar invite now 

WFA

Thank you! please put this in your calendar for me because my credibility with my trainer is very important to me.

COMMON OBJECTIONS

1. Are you trying to sell me something?

Response for Non licensed agent - no I’m not licensed, I can’t sell you anything, I just want to show you what I’ll be doing once I get my license, but if you like something, you can speak further with my field trainer.

Response for Licensed agent - no I’m not independent yet, I’m just showing you what I’ll doing once I become independent, but if you like something you can speak further with my field trainer.

2. What do you do?

We help people improve their overall financial situation, but I’m just getting started and I don’t want to confuse you, that’s why I need your help so I can learn how to present better.

3. Does my spouse/partner need to be there?

Yes, in order for me to get my full training credit I need both partners to be there.

4. I don’t know my spouses schedule?

1. What day are you two usually together?

2. (Schedule them for the day they say their usually together and ask them if anything changes to let me know, is that okay? ) I’m going to schedule you for ____ and if anything changes, just let me know, is that okay?

5. Is this Primerica?

Yes, what have you heard about us?

WFA

Negative response: I totally understand and I’m not asking you to buy anything or join anything that you don’t want to be apart of I just need help with my training and I thought that you were somebody I could count on to help me

Work in Progress

Prospecting Made Simple

When you’re out and about, keep in mind: people are the heart of our business. Your goal isn’t to “sell” someone on the spot—it’s to spark curiosity, build connection, and open the door for a future conversation. Here’s a simple step-by-step process:

1. Start with a Compliment

Find something positive to acknowledge—a great attitude, excellent customer service, or even their style. Make it genuine and natural.

2. Connect It Back to the Business

Transition smoothly by relating the compliment to what we do. Example:

“You’re really great with people. My husband and I run a financial business, and we’re always looking for sharp, motivated people to partner with.”

3. Get Their Information

Don’t overwhelm them with details. Simply say:

“Why don’t I take down your name and number, and I’ll give you a quick call tomorrow to see if we might have a mutual interest?”

4. If They Ask About the Business

Keep your response short and confident:

“We help families improve their overall financial situation. But let me ask you this—would you say you have good people skills?”

(Wait for answer)

“Any experience in management?”

(Wait for answer)

“Great, let’s set up a time to talk more and see if we have a mutual interest.”

✨ PRO TIPS ✨

Professional Presence

Always look the part. Present yourself as a business owner or someone recruiting for a highly successful organization. That means being well-dressed, confident, and approachable.

Also, remember—prospect people who look like they’re going somewhere. The opportunity is for anyone who qualifies, but not everyone will qualify. Protect your time and energy.

Most importantly: we hold the opportunity. The blessing lies in our hands.

🌟 Prospecting Script Bank

1. Customer Service Compliment (Neutral / New Agent)

“Thank you so much for your help—you really gave excellent customer service. I work with a financial services company that’s growing, and we’re always looking for people with strong people skills. Do you ever keep your options open to earning extra income?”

If yes:

“Awesome! Let me grab your name and number and I’ll reach out tomorrow to see if we have a mutual interest.”

2. Personality Compliment (Single Agent)

“You’ve got a great personality—I can tell you’re good with people. I run my own financial business, and I’m always open to connecting with motivated people. Do you keep your options open for opportunities outside of what you’re currently doing?”

If yes:

“Great! Let me take down your info and we’ll set up a time to talk further.”

3. Team Expansion Approach (Newer Agent)

“Thanks again for your help—you seem like someone who really takes pride in what you do. The company I’m partnered with is expanding in this area, and we’re looking for people who might be a good fit. Do you keep your options open to extra income or new opportunities?”

If yes:

“Perfect, let’s exchange info and I’ll give you a call to see if we might be a fit for each other.”

4. Direct & Confident (Experienced Agent or Single)

“I like the way you carry yourself—you seem very sharp. I’m always looking for leaders to partner with in my financial business. Do you keep your options open to earning additional income?”

If yes:

“Great! Let me get your name and number and we can connect tomorrow.”

5. Friendly + Casual (Good for anyone)

“Hey, I just wanted to say—you’ve got a great energy about you. I’m part of a financial firm that helps families improve their financial situation, and we’re always looking for good people to work with. Do you keep your options open to earning more income?”

If yes:

“Perfect! Let me grab your info and we’ll set up a quick time to chat.”

6. Mom-Friendly Casual Style (Can be switched for dads)

“Thank you so much! You know, I’m a mom and I work with a financial company that gives me the flexibility to still be there for my kids. I’m always looking for other hardworking moms who might want that same flexibility. Do you keep your options open?”

If yes:

“Perfect! Let me grab your info and I’ll follow up tomorrow.”

7. Married Couple – Family Values Connection

“I really appreciate your help—you’ve got a great personality. My husband and I are building a financial business because we’re passionate about helping families. We’re always looking for people who want to grow with us. Do you keep your options open for earning additional income?”

If yes:

“Great! Let’s exchange info and set up a quick time to talk more about it.”

DONT FORGET TO ACTUALLY FOLLOW UP WITHIN 24-48 HOURS TO SET AN APPOINTMENT.

Building Your Market Through Referrals

Referrals are the fastest and most trusted way to grow your business. When someone introduces you to their friends, family, or coworkers, the trust they have in you carries over—making it easier to build strong relationships quickly.

Why Referrals Work

• Warm introductions create instant trust.

• Every client can connect you to 2–3 more families.

• Referrals don’t just create clients—they can also lead to new business partners.

How to Ask

• Make referrals part of every appointment.

• Be specific: instead of “Do you know anyone?” ask “Who are 2–3 people you know that could benefit from this?”

• Keep it simple by offering to connect through a group text, call, or social media.

Remember: each referral is more than a name—it’s another family you can help and another potential leader to join your team.

Examples:

1. Asking Friends & Family (Warm Market)

Script:

“Hey [Name], I’m really excited—I’ve recently started working in financial services, helping families with things like protection, retirement planning, and investments. I’m looking for a few people who could benefit from a complimentary financial checkup. Who’s the first person that comes to mind that I should reach out to? It could be a friend, a coworker, or even someone at your church.”

Notes for agents:

• Keep it casual, not salesy.

• Emphasize that it’s complimentary and educational.

• If they hesitate: “That’s totally fine—who do you know that’s family-oriented or open to learning about money?”

2. At the End of a Client Appointment

Script:

“I’m glad we were able to go over this together today. I have a quick favor to ask—you probably know a few people, friends or family, who could benefit from the same information we just covered. Who do you know that I should reach out to? Usually my clients think of 2 or 3 people right away.”

Follow-up Prompt:

• If they pause: “Maybe someone who’s recently gotten married, had a baby, bought a house, or is thinking about retirement?”

• After they give you a name: “Perfect. Would you feel comfortable sending a quick group text to introduce us?”

3. Everyday/General Referral Mindset

Script (Networking Style):

“I love what I do because it’s all about helping families get on the right financial track. If you ever come across someone talking about life insurance, debt, or retirement, would you mind pointing them my way? I’ll take great care of them.”

Notes for agents:

• This keeps the door open without pressure.

• It works in casual conversations, at church, school events, or even in social media DMs.

Prospecting for Seminars

One of the best ways to expand your reach is by hosting seminars in places where families, professionals, and community members already gather. Schools, churches, businesses, and local organizations are always looking for valuable resources for their people—our financial education seminars provide just that.

Why Organizations Say Yes

• Schools want parents and staff to understand how to plan for college and manage money.

• Churches want their members to be good stewards of their finances.

• Businesses want employees to reduce financial stress so they’re more productive at work.

• Community groups want to offer helpful, relevant education to their members.

How to Prospect

1. Make a List. Write down schools, churches, local businesses, and organizations in your area.

2. Find the Decision Maker. Call or stop by and ask: “Who organizes workshops or events for your staff/members?”

3. Offer Value First. Position it as a free, no-obligation workshop that helps families with budgeting, debt elimination, retirement, and college savings.

4. Keep It Simple. Say: “We run short educational sessions that show families how to get ahead financially. It’s complimentary, and our goal is to serve the community.”

5. Follow Up. Once you get interest, confirm a date, prepare your presentation, and make sure to invite attendees to schedule one-on-one sessions afterward.

Keys to Success

• Always lead with education and community impact, not sales.

• Be professional—look the part, bring flyers, and be clear about the value.

• Every seminar is an opportunity to book multiple appointments and find potential partners.

When you prospect for seminars, you’re not just booking a presentation—you’re opening doors to dozens of families and leaders who could become lifelong clients or teammates.

We make building your team simple.
No need to feel pressure or overthink — just share the flyers provided on your Instagram or Facebook story. This creates curiosity and attracts people who are interested in working alongside you. Let the system do the heavy lifting — you’ll be surprised how many reach out ready to learn more.

For the second flyer make sure you ask Chat GPT to change the contact info on this flyer for you so it can be personalized.