How do we bring the best out of your team?
Our trainers have the best experience in the business – and our training is based on the best insights of behavioural psychology.
Benefits for all levels of experience
The training is designed for individuals in a wide variety of client-facing roles – and at all levels of experience.
Focused sessions
Productive, interactive sessions can range from a focused 60min to an in-depth 120min.
Online or face-to-face
We can offer dynamic online sessions for teams of up to six, or we can make things happen face-to-face for three to 12 people.
What does the training cover?
There are three hard-working modules to choose from.
Broker development training
For sales and customer service teams ready to reinvent their effectiveness – via six, hour-long modules taking front-line execs through every part of the sales experience from meet and greet to consolidation.
Financial awareness
For anyone who, as part of their role, sells premium finance to commercial clients – and wants to better understand the meanings and markers of company finances.
Selling in a hard market
For businesses who want to stay ahead with their sales and retention in tough times.
Meet the team dedicated to raising the performance of your team
Karen Gregory-Reader
Sales trainer South
With a strong background in consumer relations, sales and service, Karen is a hugely experienced training and facilitation professional with a passionate belief in the potential of people to be the best they can be.
Deborah Mak
Sales trainer North and Ireland
Expert sales trainer with strong experience of working in the financial services industry. Skilled in negotiation, performance improvement, business planning, operations management and coaching.
Tarryn Kelley-Patterson
Sales trainer South
Tarryn joined us in 2011 and enjoyed three years building up a wealth of knowledge and experience in the business operations department. She has spent the past eight years travelling around the UK and Republic of Ireland delivering and developing the very best in face-to-face and WebEx training. test content
90% of brokers trained were "very satisfied" on completing their courses
Sessions delivered in a year
Received CPD accreditation
Delegates trained over the course of 12 months
Average post-training growth in new cases experienced by brokers