Finding Your CRM Specialist
Save time and money by doing it right the first time!
Essential CRM Skills
Blue / Relationship & Gold / Stability Personality
Effective, well rounded communication
The ability to work as an extension of the RVP to build their reputation as well as Primerica’s
When should I hire a CRM Specialist?
When you and your team are managing 500+ Clients.
Before then it is still essential to learn how to use and master the CRM, however it will make most sense to hire someone after you cross the 500 client threshold.
Steps to finding my CRM Specialist
Start advertising the open position (Word of mouth and social media channels).
When you find one or more people, conduct the personality profile (needs to be Blue/Gold)
Send Chapters 4-5 of Howard Lashners book, “10 Common Mistakes Financial Advisors Make & Simple Ideas To Avoid Them” to the candicate(s).
Book time with Emma for the initial consultation and to set up training.
Note: You may also request a 20 minute interview with Emma (if you haven’t identified your specialist.
When getting the word out about your open CRM Specialist position, use a social media post like this one. It should have a very specific and descriptive message that we will lay out for you here.
Here is how to lay out this open position ad:
Title: Hiring A Professional Virtual Assistant
Body:
Qualities we are looking for this position
Excellent Client Relationship Skills
Proficient with Technology
Comfortable with phone calls with current clients
Great organizational skills
Final note: Flexible part-time approx 10hrs/wk, Great pay & potential bonuses
Primerica CRM Mastery is just a click away!