Webinar Event - Essential Questioning Skills for Insurance & Financial Services Professionals

Tuesday, 30 June 2020
3:00 pm – 4:00 pm
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M, Insurance Upskill

The Insurance Institute of Cardiff invite you to a webinar on - Essential Questioning Skills for Insurance & Financial Services Professionals

Event Details:

Tuesday 30th June 2020 - 15:00 - 16:00 pm.

The webinar will be run via Zoom, a global web-conferencing solution. Zoom is easy to use, a link and joining instructions will be sent to you prior to the webinar.

About the session:

Questioning and information gathering techniques are crucial skills to be applied throughout the industry, from gathering initial information to assessing needs and demands through to sale of appropriate products to clients. The main areas of focus in this session are:

  • Assessment and strategy
  • Types of questions
  • Methods of questioning
  • Understanding questions
  • Responding effectively

Learning Objectives

  • Understand the need to properly plan the questioning process and to have a strategy.
  • Identify the different types of questions, methods that can be used and to be aware of their respective advantages and disadvantages.
  • Recognise the importance of understanding a question and responding effectively.

About the speaker:

Jeff Heasman is a professional trainer who specialises in communication skills within the insurance and financial services sector. Jeff is a certified practitioner in Neuro-Linguistic Programming (NLP) and a professional member of the Academy of Modern Applied Psychology.

In addition, Jeff holds a bachelor's degree in law from the University of Glamorgan and a master of laws degree from Swansea University, as well as a postgraduate certificate in teaching English language to adults.

Jeff spent many years in practice as a litigation executive, dealing with cases up to and including the Court of Appeal in London (England v IBC Vehicles Ltd) and as a senior liability adjuster at Crawford and Company. Subsequently he was Dean of the Faculty of Law at Cavendish University in Zambia, has been a tutor at Swansea University and a lecturer in international negotiation skills to MBA students at ESIC University in Spain.

Jeff now combines his experience and expert knowledge to provide communication skills training to prestigious organisations, companies and individuals throughout the world.

Further information.

A link will be sent via your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.

Please note that this webinar will be hosted on the Zoom platform which may be restricted by some employers. Members may need to utilise their own personal devices in these circumstances to access the platform.

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.