Five Communication Habits of Highly Effective Insurance and Financial Services Professionals

Peterborough United Football Club
Thursday, 10 October 2019
12:30 pm – 2:00 pm (UK time)
    • Jeff Heasman, Jeff Heasman Training & Consulting

The insurance industry and financial services sector have never been so competitive. Poor communication skills make things even more difficult than they need to be. This session will look at five communication habits that make insurance and financial services professionals highly effective in their day-to-day work, with the result that they retain business and win new business.

By the end of the session, participants will be able to:

  • Identify how communication contributes to being a highly effective insurance or financial services professional.
  • Recognise the five main habits professionals have for communicating effectively.
  • Implement a strategy to communicate more effectively.

Please note that this session is free to members and non-members. A buffet lunch is included.

Slides from this event are available to download below.

  • Peterborough United Football Club, ABAX Stadium
  • London Road
  • Peterborough
  • PE2 8AL
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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