Field Training
You have the Influence, and we have the Knowledge.
Your warm market is generally made up of close friends and family who are willing to meet with you as part of your training.
As you’re not yet licensed when you start, and you have limited knowledge and credibility in the area of financial education, your trainer will go with you to your warm market.
TRAINING IN YOUR WARM MARKET
As you’re not yet licensed when you start, and you have limited knowledge and credibility in the area of financial education, your trainer will go with you to your warm market.
Since we’re licensed, we’ll help them now, and you’ll benefit from the training, plus you will feel more comfortable in your lukewarm (referral) market, and you will EARN as YOU LEARN. If your Trainer writes business for the client you will be paid 12.5% of the annual premium.
Besides, having an experienced trainer along with you when you talk to your friends and family, might help them feel more comfortable discussing their finances with you.
We can give you credibility with your loved ones and talk to them for you about referrals.
When they give us referrals, we will split those with you to get you started. If they are interested in joining Genistar, they become part of your Genistar team. Don’t worry, we will train your first 3 recruits for you because you are still learning. Then when you qualify to train others, you’ll be the one taking those recruits out on field training appointments, helping families and helping them to EARN as they LEARN.
Keep your appointments no matter what! Reconfirm two days ahead. Be a person of integrity. Remember, your reputation precedes you! You’re building your story and your success story helps recruit people!
Training Triangle
Use the Training Triangle script to explode your business.
You (Trainer) and your recruit (Trainee) are on a Zoom call together. Your recruit calls (Referral):
Trainer:
Hello, (Referral) my name is (your name), and I have (Trainee) here with me.
(Trainee and Referral will exchange greetings. When questions begin, turn phone back over to Trainer.)
Trainer:
So (Referral), the reason I called is that (Trainee) recently got involved in business with us, and she/he is in the process of obtaining his/her certification.
In order to finalise their requirements for the position, she/he needs to be in the field with a field trainer like myself, and witness at least two of our financial education presentations, (Trainee) said that out of all the people he/she knew, she/he felt most comfortable asking you for help.
WFA (wait for answer)
We will be together on Zoom, ________ evening… So which time would be better for you, 7pm or 9pm on (day of the week)? (Book it.) Thanks, and your partner will be there too, right?
WFA (wait for answer)
I look forward to meeting you and (partner) on _____________ (day) at ____________ (time).
If you get any objections, simply say:
Don’t worry (Referral), We are only asking you to listen and give your honest reaction. I promise we are not going to try to sell you anything. Even if you wanted to buy something we would have to organise another appointment.… So, which time would be better for you, 7 or 9 on _____________(day).
OK, I look forward to meeting you then. Thanks for helping out
Click the button when you have understood this step to mark it completed.
Feel free to skip around, as they don’t have to be completed in this order.
You have already completed this step ✅
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
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