Starting in the Financial Services industry can be daunting, especially if you come from an employed background. There are a lot of lessons that you must learn quickly to become a success. Our online course gives you the ability to understand not only insurance but also expectations on how to build a long term successful business, without giving up your day job.
After completing the 9 week course, our advisers are not abandoned!
We have a 27 points system after this for them to complete. This 27 points ensures that they are able complete every step of the process and also builds their confidence when in front of a client and giving advice. These 27 points are overseen by the support team in Solutions Broker Group to give them feedback and sign off each step.
The 23 Points including showing proof of:
Marketing strategies and the outcome
Creating a report to give advice
Explaining non-standard terms to a client and more
We not only want to bring new blood into the industry, but also grow existing advisers to become more successful and grow a team of their own. As Solutions Broker Group is part of a larger dealer group mySolutions, as a member you have access to their events. This ranges from Introduction to Business Insurance to Business Masterclass'. We are also developing more online courses with a range of levels in skill and knowledge for our advisers.
Understanding how to work with Accountants
Understanding how to work with Lawyers
How to be the lead advisers with multiple professionals and more
In a nutshell in my experience, solutions 8-week new advisor course is the most comprehensive, testing and life changing course that any passionate individual will encounter walking in to insurance industry. Highly skilled and friendly presenters with huge wealth in knowledge will test your skills and push you in the deep end. Once you are through you will be a confident individual to fight your own battles facing the industry.
The new advisor training course is absolutely fantastic for anyone starting in the business, wanting a refresher or to upskill. It clearly focuses on the vital elements to not only succeed as a adviser but as a great one. Kevin and Glen are experts and have such a detailed yet inspiring and engaging program here. If you are keen to learn and take your business to the next level this course is for you. I got so much out of this and am exceptionally thankful to the guys for having me.
The 8 week course is an excellent introduction to the industry for those considering roles in insurance advisory. With real life homework assignments to get the ball rolling, and a mix of experienced insurance and related industry guest speakers and presenters; I found it both inspiring and practical. Thanks team Solutions!"
This course is very beneficial due to the blatant honest, reality of the expectation and pitfalls of the industry.