AssociatE roadmap
This is the first step on your Genistar Journey.
At this level, you can start to lay the foundation for your business and begin earning while you are learning. This guide will help you on your journey to be successful with Genistar.
DOWNLOAD AND TRACK YOUR PROGRESS
on the editable pdf
• Tick off the items you have completed.
• See which skills remain to be mastered.
Message from our CEO
JEFF LESTZ
Objectives
Your primary focus as an Associate is to become familiar with the Genistar system and identify your first potential clients and business partners. This will help you begin laying the foundation for your future business success.
Responsibilities
Your key responsibilities as an Associate are to introduce new contacts to your supervisor or trainer and to “Travel Double” with your trainer, which is a vital step towards getting real-life experience and developing the skills needed to help people secure a better financial future.
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
Click each step for further information, then tick the box when that step is completed. Feel free to skip around, as they don’t have to be completed in this order.
- 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
Share any feedback you may have to improve the Genistar Journey