LICENSING CHECKLIST
Embarking on your career as a Genistar representative begins with obtaining the necessary licenses.
This crucial first step ensures you’re fully qualified and compliant with industry regulations. Start by familiarising yourself with these specific licensing requirements.
What you need to do
This process involves obtaining the necessary certifications and permissions to operate legally within the financial services industry.
Associates must diligently work through each item on the checklist, which typically includes passing required exams, submitting background checks, and fulfilling any state-specific requirements. It’s important to approach this task methodically, allocating sufficient time and resources to study and prepare for each component.
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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
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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