How to Become a Financial Advisor with Primerica and Let Lauren Help You

In Licensing, Primerica by Lauren

Are you looking for a rewarding career where you can help families secure their financial future while building your own business? Becoming a licensed life insurance agent and financial advisor in Florida is a great way to achieve financial independence, and with Let Lauren Help You, you’ll have the support and training needed to succeed.

The best part? You can start your own financial services business for just $49 by signing an Independent Business Application (IBA) and getting licensed. In this blog post, we’ll walk you through the steps to obtaining your Florida life insurance license, starting your own business, and joining Lauren’s Team in Tampa, Florida.

GET LICENSED FAST WITH BEST PRACTICES

Adhering to these proven strategies will help you earn your Field Training Bonus (FTB) and jump-start your Primerica career:

  1. Register immediately for pre-licensing courses at the time of submitting your IBA and complete them within 30 days.
  2. Download the Primerica App within 24 hours of submitting your Independent Business Application (IBA) to earn $50 in field training bonus credits.
  3. Start Field Training to earn credits and enhance your FTB while learning the Primerica business model.
  4. Schedule your state exam within 5 days of completing pre-licensing to maintain momentum.
  5. Prepare to pass using resources like Life Review Webinars and the Life Exam Simulator.
  6. Upload necessary documents in the Primerica App’s Document Upload feature for priority processing.
  7. Get Fingerprinted by scheduling your appointment though FL State.

STEP-BY-STEP GUIDE TO GETTING STARTED

Register for Life Class

  1. Register for a Life Class and check your email or the Primerica App for class details and confirmation.
  2. Create a Florida MyProfile account and follow these steps:
    • Choose “Individual” for account type and grant Primerica Third Party Access.
    • In the “Third Party” section, enter fl.rlc@primerica.com and select RLC contact Lynn Jones at 2073 Summit Lake Drive.
    • Grant permissions to submit applications and documents.

Schedule and Pay for Your State Exam

  1. Create a Pearson VUE account and schedule your state exam. You can also call (888) 274-2020.
  2. Plan to take the exam within five days of completing pre-licensing.
  3. Pay the $44 exam fee (reimbursable by Primerica).
    • English Life Agent exam series: InsFL-Life01
    • Spanish Life Agent exam series: InsFL-Life01S

APPLY FOR YOUR RESIDENT LIFE LICENSE

  1. After completing pre-licensing, fill out the Florida Resident Application Questionnaire.
  2. Use the Primerica App’s Document Upload to submit all necessary documents to the Regional Licensing Center (RLC).
    • Alternatively, email documents to fl.rlc@primerica.com with your Rep ID.
  3. The RLC will review your submission and update the status to “complete” or “need follow-up.”

FIELD TRAINING AND PRE-LICENSING COMPLETION

Field Training

  • Attend your base shop’s Orientation to start learning about Primerica’s business operations.
  • Participate in Field Training to earn credits and work towards a cash bonus while getting licensed.

Attend Pre-Licensing

  • Review the FL Life Student Pack to familiarize yourself with key insurance terms.
  • Attend pre-licensing classes (confirmation emails will be sent 3 days and 1 day prior to class).
  • Upload your Certificate of Completion using the Primerica App or email it to fl.rlc@primerica.com with your Rep ID.

PREPARE FOR EXAM DAY

Prep to Pass

Use these proven tools to ensure success:

  • Attend a Florida Life Review Webinar to ask questions and get expert guidance.
  • Achieve a 75% or higher score on the Life Exam Simulator.

Exam Day Checklist

  • Arrive 30 minutes early at the testing center or log in 30 minutes prior for a proctored exam.
  • Bring:
    • A government-issued photo ID with signature (e.g., driver’s license).
    • Your state exam confirmation number.

After Passing the Exam

  1. Upload your Exam Score Report (pass notice) using the Primerica App’s Document Upload or email it to fl.rlc@primerica.com.
  2. Schedule and complete fingerprinting through the following steps:
    • Visit IdentoGO.
    • Choose “DFS-Dept. of Financial Services” as the agency and “FDOI Applicant Insurance Agent” as the category.
    • Use Billing Account FLB00I009 for payment.
  3. Upload your fingerprinting receipt for reimbursement, if applicable.

BUILD YOUR PRIMERICA BUSINESS

Congratulations! After your licensing documents are confirmed:

  1. Print your license from your Florida MyProfile account.
  2. Upload your license using the Primerica App or email it to fl.rlc@primerica.com.
  3. Wait for your Primerica Approval Letter before soliciting any business.

Join Lauren’s Team in Tampa and Start Your Own Business

By partnering with Let Lauren Help You, you’ll gain access to:
✅ Industry-leading training to help you succeed
✅ Mentorship from experienced professionals
✅ A proven system for building your financial services business
✅ Opportunities to grow and earn residual income

Unlike traditional jobs, where your income is limited, becoming a licensed life insurance agent and financial advisor allows you to earn uncapped commissions and build a business that can generate long-term wealth.

By joining Lauren’s Team in Tampa, Florida, you’ll have the support and resources you need to thrive in the financial services industry.

Additional Tips

  • Start growing your client base under Lauren’s mentorship.
  • Utilize Primerica’s tools and resources to scale your business.
  • Stay committed to ongoing learning to excel as a financial advisor.

By following these steps and best practices, you’ll be on your way to building a successful career with Primerica under Lauren’s expert guidance!

Click Here to Sign your IBA now!