Understanding Retail Sales Compliance
According to the Financial Service & Markets Act 2000, any person within a business who administers or sells a general insurance product has to have proven competence to the level of the role they perform. For a business this means continual development and training of its GI staff. This one day session will ensure those involved in general insurance mediation understand what is expected of them according to their job description and common UK Law.
Objectives:
• For delegates to gain an understanding of general insurance
legislation and how it affects their sales activities
• Demonstrate knowledge of all products and be familiar with
legislation aspects affecting sales roles
• Demonstrate skills needed to help customers make an
informed decision on their insurance products
Who should attend: Sales staff and business managers from the retail environment
Content:
• Finance Services Authority background and overview
• Insurance principles
• Distance selling regulations 2000
• Financial Service & Markets Act 2000
• Sales Executives roles and responsibilities in legislation
• Working with legislation in the sales process
• Business case studies
Rate: £195 per delegate or contact us for group rate (6 – 30 delegates)