Essential Questioning Skills for Insurance and Financial Services Professionals

>> Young Professionals

The Young Professionals Committee of the Insurance Institute of Guildford is delighted to invite members to join a free webinar:

>> Event Overview

Questioning and information gathering techniques are crucial skills to be applied throughout the industry, from gathering initial information to assessing needs and demands and finally onto the sale of appropriate products to clients. The main areas of focus in this session are:

• Assessment and strategy
• Types of questions
• Methods of questioning
• Understanding questions
• Responding effectively

>> Learning Objectives

By the end of the session, participants will be able to:

• Understand the need to properly plan the questioning process and to have a strategy

• Identify the different types of questions and methods that can be used and to be aware of their respective advantages and disadvantages

• Recognise the importance of understanding a question and responding effectively

>> More about our speaker

Jeff Heasman is a leading international trainer who specialises in communication skills within the insurance and financial services sector. Jeff is a certified practitioner in Neuro-Linguistic Programming (NLP) and a professional member of the Academy of Modern Applied Psychology. In addition, Jeff holds a bachelor’s degree in laws from the University of Glamorgan and a master of laws degree from Swansea University, as well as a postgraduate certificate in teaching English language to adults.

Jeff spent many years in practice as a litigation executive, dealing with cases up to and including the Court of Appeal in London (England v IBC Vehicles Ltd) and as a senior liability adjuster at Crawford and Company. Subsequently he was Dean of the Faculty of Law at Cavendish University in Zambia, has been a tutor at Swansea University and a lecturer in international negotiation skills to MBA students at ESIC University in Spain.

Jeff now combines his experience and expert knowledge to provide communication skills training to prestigious organisations, companies and individuals throughout the world.

>> LinkedIn

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