Vitality’s Protection Options
Vitality training videos
Familiarise yourself with their valuable suite of options. Your Field Trainer can guide you as to which products you should start with.
By thoroughly grasping the key features and benefits of each product, you’ll be well-equipped to educate your clients.
Vitality Introduction
The Vitality Programme
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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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