Recruiting Interview Survey
Business Expansion Referrals
First Names Last Name Phone #Address Email
ClientSpouse
Current career(s):
What do you like best about your job/career?
What do you dislike?
Our goal is to help you get on the right financial track to accomplish the goals and dreams you have for you and your family.
We’d like to ask you a few questions to find out what’s important to you – okay?
What’s most important in your life? Work Spiritual Life Family
Would you do whatever it takes to provide financial security for your family? Yes No
If money weren’t an issue, what would your life look like in these areas?
Home: ______| Cars: ______| Travel: ______
Education: ______| Charity: ______| Hobbies/Recreation: ______
Approximately how much money would you need to earn annually to live your dream life? $______
When will your current career pay you $ ______so you can live your dream life?
How does that make you feel? ______
If your career won’t allow you to live your dream life, what’s more important to you?
Staying in your current career - or - Being able to live your dreamlife?
If we show you a legitimate and realistic way to earn your dream income,
through helping people in a meaningful way, would you do it? Yes No
We have 2 Levels of Involvement
RVP Trainee Part-time Representative
(Career Change) (Second Career)
1. 12-24 Months 1. Flexible Schedule
2. Average RVP earns 2. Earn $500-$1,500/month
3. $100,000/year
Why I decided to get involved with Primerica . . . (2 minutes or less)
As I go through the presentation, I want you to ask yourself these 3 questions:
1. Is Primerica a credible company?
2. Is there a need for what we do and does it significantly improve people’s lives
3. Who do you care about that would benefit from meeting with us?
As I go through my presentation what usually happens is people say “you know who needs to hear about this?” and they start naming
people they care about. For example, who can you think of who is married, has kids and a homeowner? Who comes to mind when I say
Best Sales Person (not pushy)-Best Teacher- Most Enthusiastic-Most Ambitious-Most Motivated (Look down at the STEAM referral sheet and
Starwriting names as they say them, as many as they can think of then start your presentation.)
Now let me show you how we can get you on the right financial track to accomplish your dream life. I’m also going to talk about our current
expansion and the opportunities that are available. ( Do a 20 minute maximum, enthusiastic Business Expansion Presentation)
THE RULE OF 72 FOR MONTHLY INVESTMENTS
In order to estimate the amount of money you would accumulate from a monthly investment that averages 12% for 20 years, add 3 zeros to the monthly investment amount
EXAMPLE
How much money do you think you can save per month if you were really serious about it?
CURRENT AGE ______$______/MONTH
AVERAGE 12% FOR 20 YEARS
AGE IN 20 YEARS ______$______, 000 AFTER 20 YEARS
BASED ON THE RULE OF 72 THIS MONEY WILL DOUBLE
EVERY 6 YEARS
ADD 6 YEARS ______$______(INVESTMENT TOTAL)
ADD 6 YEARS ______$______(INVESTMENT TOTAL)
If I could show you how to be a cash millionaire would you be interested?
$250/MONTH EXAMPLE
CURRENT AGE ______$ $250/MONTH
AVERAGE 12% FOR 20 YEARS
AGE IN 20 YEARS ______$______, 000 AFTER 20 YEARS
BASED ON THE RULE OF 72 THIS MONEY WILL DOUBLE
EVERY 6 YEARS
ADD 6 YEARS ______$______(INVESTMENT TOTAL)
ADD 6 YEARS ______$______(INVESTMENT TOTAL
Rev. 11/15/2018Page 1 of 4