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

  1. Start advertising the open position (Word of mouth and social media channels).

  2. When you find one or more people, conduct the personality profile (needs to be Blue/Gold)

  3. Send Chapters 4-5 of Howard Lashners book, “10 Common Mistakes Financial Advisors Make & Simple Ideas To Avoid Them” to the candicate(s).

  4. 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.