Communication Skills

ESSENTIAL QUESTIONING SKILLS FOR INSURANCE AND FINANCIAL SERVICES PROFESSIONALS

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 and finally onto the 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 OUTCOMES

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

Understand the need to properly plan the questioning process and to have a strategy.

Identify the different types of questions and 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.

Session Length:  1 hour