Senior Professional Assessment 1 (General Insurance Adviser)

This assesment is suitable for those with experience in providing general insurance advice on Tier 1 products

This assessment is for experienced general insurance advisers covers the following competency areas:

Tier 1 advisor skills and product knowledge for dealing with a range of customer enquiries in the general insurance broking area including establishing a relationship with a client, conducting product research and preparing and delivering appropriate service, advice and products to clients and recording & 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:

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