Adviser
Membership Benefits
Regions
Auckland
Adviser Development Programme
We know that to be a top performing professional, advisers need training, knowledge and skills to differentiate themselves from the rest of the market.
All advisers and support staff within our network have access to training on:
- Advice – Business and Personal Risk
- Consultative Sales
- Products
- Compliance
Training is delivered through online and face to face Group Training and Seminars, Webinars, E-modules and one-on-one mentoring.
Auckland
Top Performance
We help our members achieve top performance in the Life Risk sector.
We provide the coaching and support to excel in Business and Personal risk so that our members can reach higher value markets, achieve higher value sales and improve their conversion ratios at every step of the sales cycle, while deepening their client relationships.
What we provide:
- Sales Coaching
- Mentoring and supervision
- Sales planning tools
- Underwriting Support on complex cases
- Quarterly Sales Meetings with your Relationship Manager
Auckland
Tools & Resources
We appreciate that adviser businesses are looking for cost effective ways to access the technology they need and a solution they can scale.
Our leading technology platforms enable advisers to give market leading, compliant risk advice to clients, face-to-face or online, in Personal, Business and Agri Risk.
What we provide:
- License to use the Triplejump Platform and Personal Web App Tool
- Purpose built Advice Systems that provide technology supported advice in Business and Personal Risk
- Technical training
- Technical admin support
Auckland
Business Development & Mentoring
We are passionate about supporting our members to build resilient businesses and achieve their goals.
We support our members to build a strong business strategy and plan, and if it is their goal to grow, provide support in candidate recruitment, selection and training.
We provide our members:
- Business strategy and development support
- Business planning tools
- COI development
- Market development support
- HR resource kits for recruitment, employee
development and employee performance management
