DEVELOP PROFICIENCY
Conversation Skills Training Videos
This Client Materials page provides you with a wealth of materials to enhance your client interactions and boost your confidence. Discover the presentations, engaging videos and brochures, to learn how to deliver an exceptional service every time.
Steve Jenkins
Importance of Conference Calls
Daryl harper
Making Phone Calls
ISABEL POLANCO
Overcoming the Fear of Phone and Conference Calls
STEVE owbridge
The ABCs of Making Phone Calls
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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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