BUILD YOUR TEAM
As you embark on this journey, focus on identifying individuals who share your passion for helping people and have the potential to thrive in the Genistar environment.
Begin by leveraging your existing network and attending networking events to connect with prospective team members.
The 3rd Party Referral System
Arvin Burgos & Alan Palmer
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
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