Free Training Course For New Advisers


Partners Life is planning a three-day training course for advisers who have worked in the industry for less than 24 months.

The company’s New Adviser course is free and being held on August 17, 18 and 19 at the company’s offices in Takapuna, Auckland. Attendees will need to complete an eLearning module one week prior to the start date.

The classroom modules will be taught by industry leaders who, says the firm, encourage discussions and debates to reinforce the syllabus.

Acceptance of your attendance is conditional on the approval of a Partners Life agency (either principal or associate).

Attendees who successfully complete the full course, (including mandatory pre-work) will receive a certificate of completion to recognise their efforts.

Attendance on all three days is compulsory and registration must be completed by 29 July – here.

The programme

Monday 17 August – 9am to 4pm

Following the sales process, the morning will cover lead generation and appointment making, a six-step advice process and the disablement process. There will be an overview of the Partners Life Personal Plan Suite with an emphasis on the product value propositions and unique selling points.

Tuesday 18 August – 9am to 4pm

Continue the overview of the Partners Life Personal Plan Suite with an emphasis on the product value propositions and unique selling points, review a case study and discuss solutions recommended for these clients and look at the Partners Life quoting software. You will be provided with some homework to review the case studies application forms for the following day.

Wednesday 19 August – 9am to 4pm

Case study continues and will underwrite an application as a group, followed by a discussion on the risks that may exist to an insurance company and likely terms applied. We will identify common conditions that affect many people and how to deal with this through the application and implementation process. We will then review a claim for the same case study clients, and assess the claim.