representative
roadmap
Congratulations on becoming a licensed Representative! This marks an exciting new chapter in your Genistar journey.
You’re now fully equipped to serve your clients, build your team and grow your business. This is where your hard work starts to pay off, and you can truly make an impact on people’s financial lives.
DOWNLOAD AND TRACK YOUR PROGRESS
on the editable pdf
• Tick off the items you have completed.
• See which skills remain to be mastered.
What does a good representative look like?
Dolly Bright
Objectives
As a Genistar representative, your primary objectives are to build relationships with new clients and recruits. This dual focus is crucial for growing both your client base and your team.
Responsibilities
Your core responsibility is now to represent and embody the company’s vision, values, and mission in every interaction.
Utilise the system and our resources to build strong client and team relationships.
A professional approach not only ensures compliance but also builds trust and credibility with your people.
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
Your success now depends on balancing client service with team growth.
These action steps focus on expanding your team, perfecting your communication skills, and deepening your understanding of financial products and services.
By mastering these points, you’ll not only serve your clients more effectively but also build a strong foundation for your growing business.
- Build your team of 3 or more members
- Master all scripts for client interactions and recruitment
- Develop proficiency in making independent phone and video calls
- Learn to present the Financial Plan, including 1st & 2nd appointments
- Understand and master Vitality’s protection options
- Learn to prequalify referrals for other financial services (mortgages, etc.)
- Learn to teach the Genistar system you have learnt to new Associates
Soft Skills for Transitioning to
team leader
Share any feedback you may have to improve the Genistar Journey