Sales in a changing environment

In collaboration with Nick Thomas (specialist trainer to the insurance industry), this course is designed to provide Brokers with the sales skills and processes required to adapt to a rapidly changing, remote trading environment.

Who is it for?
  • Employees who are new to/have limited experience in, or are about to enter a front-line sales or client facing role
  • Employees who have not previously received formal sales training in relevant processes and skills
  • Those who have previous experience in volume, transactional sales but are new to a more relationship-led client or sales role
  • More experienced employees who are interested in refreshing their skills and/or want to learn new skills relevant to the changing environment

Session Module detail Login to Brokerwise

1

Sales process overview with a focus on ideal client profile and prospect identification

 

2

Adapting to a ‘hardening’ market, and a strategic selling approach

 

3

Becoming a solutions provider (covering consultative selling)

 

4

Social selling and virtual networking

 

5

Effective communication in a virtual world

 

6

Virtual meetings

 

Thriving in the hard market

Delivered by experienced broker trainers, Nick Thomas & Diane Jenkins, this course will arm you with the skills needed to maximise opportunities and deliver the best value for clients in a hard market.

Who is it for?
  • This course is principally targeted at Account Executives and Account Handlers (particularly those who have never faced a hard market before) but would be suitable for employees at all levels who would benefit from a deeper understanding of hardening market conditions.

Session Module detail Login to Brokerwise

1

The dynamics of the insurance market cycle

 

2

Trading in a hard market

 

3

Your personal effectiveness in a hard market

 

Impactful communication in a virtual trading environment

In collaboration with Nick Thomas & Associates and delivered by Lorna Reeves (specialist in virtual events), these webinars will develop your ability to communicate impactfully on virtual platforms, build rapport and conduct effective virtual meetings.

Who is it for?
  • This course is designed for employees at all levels who regularly arrange and take part in virtual meetings with colleagues, clients, prospects, Insurers and other stakeholders.

Session Module detail Login to Brokerwise

1

Virtual meetings: setting yourself up for success

 login-icon-blue.png

2

Impactful communication and rapport

 login-icon-blue.png