Associate SOFT SKILLS
Embrace new learning experiences and systems.
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.

Go for No
Embracing setbacks as learning opportunities allows you to grow, adapt, and come back stronger each time. Watch this video to learn the different ways you can refine your approach towards success.
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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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