needs and financial goals.
Conduct thorough assessments of clients' current insurance coverage and
Team. Key skills & experience > Ability to assess the service needs of Clients & quote accordingly
work effectively Assist and conduct in-field assessments with an active supporting role to ensure an increase necessary initiate corrective steps Conduct in trade assessments with all SRs Daily reporting to Area Sales Manager per the coaching plan. Open the Coaching and Assessment module across 5 outlets and adhere to the following Consolidation – 5th outlet Partake in in-trade assessments by selecting outlets differing from coaching feedback to the SR. A minimum of 10 in trade assessments are required to be submitted per week. Field
work effectively Assist and conduct in-field assessments with an active supporting role to ensure an increase necessary initiate corrective steps Conduct in trade assessments with all SRs Daily reporting to Area Sales Manager per the coaching plan. Open the Coaching and Assessment module across 5 outlets and adhere to the following Consolidation – 5th outlet Partake in in-trade assessments by selecting outlets differing from coaching feedback to the SR. A minimum of 10 in trade assessments are required to be submitted per week. Field
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Responibilities: Facilitate training programmes Assess training programmes Update VCPA and Signify learner
the brand in the industry.
relationships with potential new clients.
Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term continuous professional development through assessments, formal and informal training, and coaching to
outreach. Needs Assessment: Master the art of conducting in-depth needs assessments with prospective