WEBINAR - Consultative Selling: Elevating Broker Strategies

Tuesday, 21 May 2024
12:30 pm – 1:30 pm (UK time)
    • Matt Owen-James, Training Specialist, Zing365


Consultative selling is an approach to sales where the focus is on understanding the customer's specific needs and providing tailored solutions to address those needs. It involves active listening, asking probing questions, and engaging in meaningful conversations to build trust and deliver value to the customer. The aim of this course is to provide you with the skills, knowledge and philosophy on how to effectively implement consultative selling techniques to create long-lasting, mutually beneficial relationships with clients and increase sales success.


This learning session will help individuals to:

  • Understand how to evaluate customer needs to provide the right solution.
  • Learn how to be an active listener and ask the right questions.
  • Be aware of how to implement different selling techniques.

Speaker Biography

Matt is an experienced Training Specialist with a 15 year record of success in the insurance sector. With numerous roles including broking, account management, operations and learning and development, He is focused on maximising employee performance and competence, quality assurance, engagement and careers progression with effective training programs. He has had several roles in the insurance broking industry, including Account Management (both personal and commercial lines), team manager positions and operational positions. Committed to learning & development and passionate to share his knowledge, experience and expertise to allow other to grow. He has achieved his Level 3 in Learning & Development and Cert CII.

  • Online

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.