Building Inventory
Building inventory starts with consistent outreach and follow-up. Use the scripts below as templates to connect, nurture relationships, and grow your network in an authentic way..
Scripts
Script 1
Hello!! How are you my friend? 😁
I was wondering if you had someone who handles your financials when it comes to life insurance and retirement investments? I would love to connect and potentially earn your business! 😁
Script 2
Hey, was curious — if you’re not looking for additional income, do you know anyone who’s tired of living paycheck to paycheck or not happy at their current job? I’m looking to help someone get out of that place!
Script 3
Hi! I haven’t forgotten about you. It’s been a little busy probably for both of us. I have some time to block out if you are available so we can pick up where we left off. I’m sure you have questions.
Script 4
Hi there! Hope your day is going incredible! I’m on a mission to save people money on their insurance and help people get out of debt and build retirement investments. Would you be open to a quick meeting to see if I could help free up money in your budget?
Script 5
Hey ____, I’m in the process of expanding my business. Things are going amazingly well & I need help. Do you know anyone who’s motivated, wants to be their own boss, or would be open to looking at an opportunity?
Month End- Referral
Hey ______‼️ I hope all is well. My team and I are on the verge of breaking a massive record this month and I need your help.
I’m looking for life insurance referrals — people who just got married, had a child, changed jobs, bought a home, or want better coverage.
Any introductions would mean the world to me. Thank you in advance for any connections.
Recruiting
👋🏾… Hey everyone! I hope your families are well, hey listen the reason for this post,
I’m super close to accomplishing a major goal i’ve been working on for a couple of months! I need your help.
i’m looking specifically looking for life insurance referrals. These may be people who just got married or maybe just bought a house or just had a child, or it could be people who know they need insurance but don’t have it or even people who already have it who wanna get more or open to looking for a better deal. anyone you could connect me with would be greatly appreciated!
Thanks in advance for any connections you might be able to make.
p.s. out of curiosity who does your life insurance? if you’re ever open to letting me review it I’d be honored to
Again, thank you in advance 😉
Ask for permission to post script
😃😃I NEED YOUR SUPPORT 😃😃
With your permission, Do you mind posting my ad on your wall about my financial services business? This will help me reach my goal🚀 I know that you may not be interested and that's totally fine, but your friends might be‼️ I want to reach as many people as I possibly can with my services helping families 👨👩👧👦 and households nationwide. Are you willing to assist me with the post?
I will inbox you the ad😃
THIS IS NOT THE POST!
Thank you so much in advance y’all! ✨
Business email script
Subject: completing the financial plan
Hello,
My name is Kendall!
I run a nationwide financial wellness business. Can you please tell me what you do with the clients you have that don’t have their income/mortgage protected!?
Do you have anyone that you refer people to when they start shopping for a home!?
I’d appreciate an opportunity to be apart of your ecosystem. When would be a good time to connect with you to share information about my services? I look forward to your response and thank you in advance.
Posting outreach
Email or DM Script
- Dear [-insert name-], No one knows what the future holds. If something happened to you today, do you have enough insurance to cover your mortgage, your child's college education and all of your expenses? All of our lives are constantly changing. Each change can affect our financial situation and our insurance needs. There are people that depend on you. Life insurance coverage is one investment you can make now to protect your family's assets and their future. I’d appreciate an opportunity to chat with you to see how I may be of best help on protecting your income and your family. I hope this reaches you well and I look forward to your feedback
So I’ve recently decided to make a change in my life! I want to help more people doing something I love and I know everyone will see value from it. With inflation being high, I know everyone is looking for more income! I am training at the moment and I do not know 100% of the information yet I'd love to share this exciting news with all of you. Again it is more than a true long term opportunity and it is whatever you make of it.
(Upline direct) is a very good friend of mine and is working with me . She is very professional and does good honest business. I stand behind her character and support how we are helping so many people. If the time & money was right, who would hear more information?
Comment info 👇🏼👇🏼👇🏼
Phone Script
1. Hello, may I speak with (recruit’s name)? Hi, (recruit’s name) this is (your name) from Primerica and I am following up with you.
2. It appears you have some skills and abilities we might be interested in and our (mentor/coaches name) Mr. /Ms.______________ will be conducting interviews for an immediate opening. He/She has asked me to personally call you and ask you to interview at noon (day of week).
3. Is there anything that would prevent you from attending at that time? Great!
4. Please grab a pen and paper and I will give you the address of the interview location. (Or zoom info)
Your office address or address of the event City and ZIP
5. Let me please verify your e-mail address (repeat recruit’s e-mail address). Great! We will be sending you a confirmation e-mail. In the e-mail it will also have the time, date, location, and address and it will have a confirmation number that you will need when arriving at the interview. Please print this e-mail confirmation and bring it with you. You will need it to be interviewed.
6.Thank you (recruit’s name). We look forward to seeing you for your interview at (time and day).
7. Get off the phone.
Overcoming Objections
Not a Salesperson
Provide leads?
That's perfect as I am looking for teachers and coaches not sales professionals. You would be teaching families concepts on how to build their financial house and then armed with the powerful financial tools we have be able to assist them in building it the right way.
That’s a great question! 💡
The exciting part is, we have a system designed to connect you with warm markets 🔥—so you’re not cold calling strangers.
I’d love to hop on a quick call 📞 to dive deeper, answer your questions, and see if this could be the right fit for both of us. 😊
What’s a great number to reach you at? I can’t wait to chat this afternoon or evening!
No Prior experience
That’s what makes this opportunity so exciting! 🎉
You don’t need any prior experience in financial services—just a willingness to learn 📚 and be coachable 🙌
We provide all the training and support you need to thrive 💪.
Let’s connect on a quick call so I can explain how it all works, answer your questions, and see if this feels like a good fit for you. 🤝
What’s the best number to reach you at? I’d love to call this afternoon or evening!