Associate SOFT SKILLS
Take initiative in personal development
and become self motivated.
This soft skill involves maintaining an open mind and a willingness to adapt to new methodologies, technologies, and industry trends. By actively seeking out opportunities to expand your knowledge and skills, you position yourself as a valuable asset to your team and clients.
This include attending training sessions, participating in workshops, and engaging with online learning resources such as the orientation sessions provided by Genistar.
Remember that the financial services industry is constantly evolving, and staying current with new systems and practices is essential for providing the best possible service to your clients.
No Limits
Personal development is key to unlocking your potential, as it fuels continuous growth and builds skills that support long-term success. Watch this video by Primerica SVP Clara Debrie about having No Limits.
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Action Steps For
SUCCESS
Focusing on these key areas will guide you in your initial efforts and help you develop the essential skills and knowledge needed to thrive in this business.
Contact your up line to help you master the steps below
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- Understand Genistar: our story and our values, mission and vision.
- Set your goals with your supervisor.
- Attend Genistar’s Orientation Session.
- Build your contact list with your supervisor.
- Complete your own Financial Plan.
- Familiarise yourself with the basic scripts.
- Observe at least two field training appointments with your trainer.
- Complete your training so that you can get licensed.
Soft Skills for Transitioning to
Representative
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