Senior Professional Assessment (Life Adviser)

This assessment is specifically for insurance broking advisers in life insurance and covers the following competency areas:

Tier 1 advisor skills including determining client requirements and expectations, conducting product research, providing appropriate life insurance advice to clients and recording and implementing client instructions.
Core business knowledge and skills as they apply in the financial services industry including: financial services legislation, industry and professional codes of practice, health and safety practices and the effective use of technology, information collection and presentation, communication and team work skills.
Customer relationship skills at the Tier 1 level including managing business customer relationships, monitoring client requirements, participating in negotiations and resolving disputes.

Find out details of the optional Tier 1 Adviser assessments that can be added on to this assessment for one or more of the following product areas:

User Login