Operating Effectively - Searchlight Insurance Training

Operating Effectively

A major factor in company’s success is investment in the continuing development of its staff. A firm is as good as the people that work in it and properly implemented training is essential for firms wanting to develop.

As firms get larger, they would often benefit from help in managing their progress and helping ensure that they continue to operate effectively.  The Training and Development service  can also include the following options:

Working as a Team

Sample Content:

  • What is a Team?
  • Individual’s Role within a Team
  • Building & Developing Your team

Positive Working Relationships

Sample Content:

  • Ensuring effective internal communication
  • Making meetings worthwhile
  • Dealing safely with conflict

Leadership of a Team

Sample Content:

  • Why work as a Team?
  • Management or Leadership
  • How do I create a “Dream Team”

Motivating a Team

Sample Content:

  • What is Motivation?
  • Motivating Your team
  • Managing Performance to Meet Objectives

Problem Solving

Sample Content:

  • Understanding & Analysing the Problem
  • Which is the right solution?
  • Implementing, monitoring and evaluating the solution

Time Management

Sample Content:

  • Approaches to & tools of Time Management
  • Effective and efficient – what’s the difference?
  • Doing the right thing, or doing things right

Additional modules, adapted to meet the needs of your firm, could include:

  • Telephone Skills/Appointment making
  • Training Needs Analysis
  • Emotional Intelligence
  • Excellent Sales Skills for Financial Advisers to include
    • Agenda setting
    • Building Rapport
    • FAB (Features Advantages, Benefits)
    • Objection Handling
    • Closing the Sale

To discuss your needs please call us on 01372 361177 or email us at training@ssluk.net

Face to Face Workshops

Click here to view workshop outlines and book workshops
CII Broker Academy Searchlight Insurance Training is an ILM Recognised Provider CII APCC