In our business, recruiting means inviting others to explore a part-time or full-time opportunity as a licensed financial professional—someone who can help families protect what matters most through life insurance, annuities, and financial education.
You’re not offering a job. You’re opening a door to a career path with freedom, growth, and purpose.
Who Should You Recruit?
You’re not looking for "anyone with a pulse." You’re looking for someone you’d want to build a business with. That means people who:
Are coachable, reliable, and motivated
Want more income, more impact, or more control of their time
Might be career changers, side hustlers, teachers, veterans, nurses, retirees, or stay-at-home parents
Are already leaders in their circles—faith, family, finance, fitness, fun
If you believe in them, invite them. You never know whose life this opportunity could change.
3 Good Qualities Script
The 3 Good Qualities Script is used by trainers to set up recruiting interviews on behalf of new agents. It’s a key part of Onboarding, when we shift from licensing to launching—helping the new agent begin building their own agency.
This script is also effective when calling warm referrals or anyone who’s been prospected for the business opportunity. It creates a respectful, curiosity-driven invitation without pressure or over-explaining.
You’ll use this often when you're helping new agents build their team—especially during their first few weeks.
TRAINER CALL SCRIPT
"Hello, my I speak to {NAME}? How is it going? My name is {TRAINER} and your friend, {TRAINEE}, referred you to us. Do you know {TRAINEE}?
Awesome. Well I'm not sure if he told you or not but he recently took a position with our firm and we have been super impressed, so we asked him if he knew anyone that he thought could be a great fit and he thought of you.
{TRAINEE} said that you were {QUALITY 1}, {QUALITY 2}, and {QUALITY 3}. Is that true?
Well that's good to hear. I really like {TRAINEE} and know he's not the type of person that would just refer anyone over to us. So based on his recommendation we wanted to set up an interview with you in the next day or so to get to know you better ourselves and give you more clarity on our open positions to see if there's a good fit.
What does your schedule look like tomorrow?"
ACTION: Schedule Appointment
Agency Owner Recruiting Script
SENIOR LEADER CALL SCRIPT
Hi [Name], this is [Your Name]—I lead a team at [Your Agency]. Do you have a quick minute?
(If yes)
I’ll keep this brief—I’m reaching out because we’ve been quietly working with a number of agency leaders who’ve started looking at greener pastures, and your name came up as someone who’s built something real.
You’ve got a good-sized team at [Agency Name], and I know a move isn’t something you take lightly. But when leaders do start to think about a move, they often have three concerns:
1 How do I bring over my team and get them up to speed without losing momentum?
2 How do I keep production moving and cash flowing while everyone learns a new carrier list and product lineup?
3 How do I protect the client relationships and book I’ve spent years building?
Any of those sound familiar?
(Allow them to respond)
We’ve built a transition model around those exact challenges—with the help of a platform called WealthSmyth AI that makes switching IMOs not just possible, but low-risk and high-speed.
They handle onboarding, data transfer, even mapping your team structure, carrier contracts, and comp levels into the new system—so you’re not rebuilding from scratch. Your team gets guided onboarding, licensing support, and AI tools to ramp fast without hand-holding. You get visibility into everyone’s progress and production from day one.
(Short pause)
Look, I’m not calling to sell you on a dream. I’m calling to see if it’s worth a deeper conversation. You’ve built something valuable—and we’re helping leaders like you protect what they’ve built while giving them a better runway ahead.
Would it make sense to set up 15–20 minutes next week? No pressure, just a strategic conversation.