Protection (Insurance) Training
About this package
We will make you better at attracting clients and closing them. We will look at your sales process and how to improve it We will improve your sales conversion rarte We will improve your product knowledge
Next Steps
Following a booking, you will receive an email from me to welcome you onboard and discuss next steps
Expertise
Adrian has over 10 years' experience working internationally for the largest Investment and Corporate banks in the world such as UBS, HSBC and RBS. Adrian has also been a Financial Consultant for Bloomberg, Visa, Accenture and Deloitte. Adrian now specialises in Financial Protection where he helps Business owners protect themselves, their families and their businesses. He helps people pass on generational wealth in a tax efficient manner. Adrian won the Scottish Widows Dr Marius Barnard award for use of social media for insurance Adrian was named as a rising star in insurance from Cover Magazine Adrian was a guest speaker at the Cover Magazine Awards for use of social media Adrian has been a guest on the Legal & General Podcast Adrian won Advisor of the year out of 200 advisors at Precise Protect Products Adrian specialises in are ⭐ Business insurance ⭐ Private medical insurance ⭐ Relevant life insurance ⭐ Key person insurance ⭐ Shareholder protection ⭐ Life insurance ⭐ Critical illness ⭐ Income protection ⭐ Family income benefit
Delivery
There will be weekly zoom calls
Expected Outcome
The client will improve in sales, sales process, product knowledge and social media.
Cancellation Policy
Free cancellation for 48 hours. See full policy
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Your mentor
Hello, I'm Adrian B.
I'm originally from Manchester and I have spent over 15 years in financial services. From doing Investment Banking in New York to now being a Protection Advisor; I have…
I'm originally from Manchester and I have spent over 15 years in financial services. From doing Investment Banking in New York to now being a Protection Advisor; I have…
