Lead effective workplace relationships
Contribute to health and safety of self and others
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Provide Tier 2 general advice in general insurance
Provide Tier 2 personal advice in general insurance
Provide appropriate services, advice and products to clients
Determine client requirements and expectations
Record and implement client instructions
Conduct product research to support recommendations
Analyse insurance claims
Evaluate risk for new business