Becoming a Private Pension Advisor

Selling more sophisticated products and services than actual goods and services is a challenging undertaking for salespeople of insurance and financial products. In order to sell financial and insurance goods, medium- and long-term client connections must be developed. Use a healthy sales strategy that fosters customer loyalty as a result of this. The sales permission provided by the pension supervision center is required in order to become an individual pension intermediary. Licensed intermediaries get training from the business they will work for, after which they submit an application to the pension monitoring center. The intermediary sale is approved if the application is deemed suitable and full.

This course has been designed to educate you on the sales of private pensions and insurance as well as the tools needed to be a successful seller. We will look at the aspects that influence sales performance in three stages: pre-sale planning, building a client portfolio, and sales procedure. The training will include sales techniques that intermediaries who wish to handle this process will need in addition to the technical material that will serve as the foundation for private pension sales.