The new toolkit gives advisers access to a variety of tools, tips and techniques to enhance their protection selling skills. For advisers who are new to the protection market it can help to build up their skills base. It also provides support materials for advisers who already have protection selling experience, but are finding that during these trying times they need easy access to extra support. The quick links and online tools will help them enhance their skills.
The online material includes quick links to the latest online seminars, podcasts, and downloadable sales aids with topics including alliances with solicitors and accountants, enhancing sales processes, handling objections, and gaining referrals.
Being online, the tool not only enables Friends Provident to upload information, material and support quickly, it also allows advisers to access all the materials without leaving the office.
Mark Jones, head of protection at Friends Provident said: “Within the current climate, going back to the basics of selling can sometimes be the most effective way of generating more sales and maximising on the income that could be available. Over the first quarter of the year, we found that there was an opportunity to provide advisers with online learning that can help them sell protection effectively”.