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Recruiting Across the Kitchen Table

Fundamental 6: Building Your Team Through Simple Conversations

Recruiting is the foundation of exponential growth in Primerica. By mastering simple, duplicatable conversations at the kitchen table, you can identify and develop talented people into independent leaders who build their own businesses alongside yours.

The right people, properly presented and qualified, become your greatest asset and multiplier.

What Makes a Great Recruit?

Before you present the opportunity, know exactly who you're looking for. Great recruits share these core characteristics:

Married

Look for people with stable family relationships and shared financial goals with a spouse.

Home Owner

Home owners typically have more assets to protect and financial responsibilities that align with our services.

Age 25-35 (Optimal)

Sweet spot for recruits building careers and families, though not a hard requirement. Look for people in life stages with motivation.

Has Children

Parents are motivated by protecting their family's future and securing their financial legacy.

Income $40k+ Per Year

Combined household income of at least $40,000 annually indicates both stability and capacity to build a financial services practice.

The 80% Target: Shoot for the ideal prospect 80+ percent of the time if you want to accelerate your success and have less frustration building your business. This doesn't mean you exclude others, but your primary focus should be on people who match these criteria.

The Kitchen Table Presentation

Keep It Simple

Your presentation should be clear, question-oriented, and easy to understand. The goal is to motivate them to want to learn more, not to tell them everything. Complexity creates doubt and fear. Simplicity builds confidence.

Use Questions

Drive the conversation with questions that engage them and help them see themselves in the opportunity. Questions are more powerful than statements because they make people think.

Focus on Results

The presentation's sole purpose is to motivate them to want to join or learn more. If you're not motivating a high percentage of people, look hard at your presentation and adjust. Everything else follows good prospecting and presenting.

Remember:

You must make the recruit feel that it's simple, easy, and that they can do it. If they feel prepared and confident, they'll be much more likely to move forward.

The Interest Qualification Question

At the end of every KT presentation, ask this single powerful question to understand their interest level and guide your next steps.

"One last thing before I leave, I'd be remiss to not at least ask you, but on a scale of 1-10... 1 being I hate helping people, I also hate making money, this would not be for me. 10 being if I could make a few thousand dollars a month on the side doing this, spare time on my own schedule, I'd be interested in learning more. Based on what you've seen so far tonight, what would your initial interest level be?"

Score Range

8-10

Highly Interested

Ask Deep Questions & Get Started

  • Ask what they liked most about the presentation
  • Explore their specific goals and motivations
  • Ask about their timeline and commitment level
  • If they're ready to start, fill out their IBA (Independent Business Application)
  • Provide getting started resources and next steps

Score Range

5-7

Considering

Encourage Reflection & FNA Preparation

  • Ask them to think about it before the FNA
  • Request they write down any questions they have
  • Schedule FNA at a later convenient time
  • Provide resources for deeper product knowledge
  • Follow up before FNA to address written questions

Score Range

4 or Below

Not Interested

Thank Them & Set Boundary

  • Thank them sincerely for their time
  • Ask why it's not a good fit (gather feedback)
  • Tell them: "We won't discuss this at the FNA"
  • Leave door open for future if circumstances change
  • Move focus to their financial planning needs as a client

The Recruiting Mindset

Mastering recruiting is the most important task for a successful builder. These principles will transform how you approach building your business and your team.

Recruiting is the Lifeblood of Your Business

Recruiting is the most important task for a successful builder. If you can master recruiting, you can teach it and build a hierarchy.

Think Big and Stay Excited

How big do you expect to build your business? Your vision creates your reality. A big vision is better. Get excited and stay excited—your excitement is the magnet.

Width and Depth: It's About Multiplication

To build financial independence, you must recruit wide and deep. Success is not addition—it's multiplication. 1x3 @ 10 times = 30. 3x3x3 @ 10 times = 59,000.

Recruiting is a Mindset, Not a Skill Set

Stay on alert for new people to recruit. Look for good people wherever you are. Your sincere belief and excitement is the key to being a great recruiter.

Sell the Dream, Not the Details

Find out what people want and show them how building a big Primerica business can make their dreams come true. Sell the dream through the opportunity, company, products, and compensation.

Every Recruit is a Doorway to a New Market

When you recruit someone, you're not just gaining one person—you're opening outlets and accessing their networks. Each recruit is a doorway to a market you didn't know.

Be Visible and Share Your Story

Recruiting is an "all the time" activity. Tell your story to everyone. Don't forget to wear your recruiting hat every day. Let everyone know you're going somewhere.

Big Money Requires Big Recruiting

Don't expect to make big money if you are not willing to recruit big. Build a super hierarchy by getting more personal direct legs and bringing more people to opportunity meetings.

The Bottom Line

"I can sum this business up in three words: recruit; recruit; recruit!" - Art Williams

If you can do it, you can teach it. Build your super hierarchy by recruiting wide and deep. Your excitement is the magnet that attracts good people. Stay focused on the reason for building a business—making dreams come true!

Remember: You are opening outlets for your distribution business. Every recruit is a doorway to a new market. Think big, recruit big, and make big money!

Key Takeaways

Know Who You're Looking For

Be crystal clear about your ideal recruit. The better you know who you're looking for, the better you'll recognize them when you meet them.

Keep Presentations Simple

Simplicity builds confidence and motivation. Complex presentations create doubt. Your goal is to inspire them to learn more.

Always Qualify Interest

Use the 1-10 qualification question to understand their true interest level and guide your follow-up strategy appropriately.

Match Action to Interest

Different interest levels require different follow-up approaches. Respect their level and guide them accordingly.

Leverage Your Personal Network

The best recruits come from your hot and warm networks. People you know are more likely to trust you and be open to opportunity.

Build Leaders, Not Just Recruits

Your job is to develop your recruits into independent leaders who build their own teams. This creates exponential growth.

Ready to Start Recruiting?

Master the qualification system and your recruiting conversations will become simple, duplicatable, and highly effective. Start with your warm network and remember to always use the 1-10 interest scale.