The S Word

Are advisers salespeople?

Cameron Roberts
clock • 5 min read

Cameron Roberts, editor, COVER, explores how sales has a part to play in the advice process and why advisers avoid using the word.

In my, admittedly short, tenure here at COVER, I've had cause to speak to numerous advisers on how they interact with customers and promote protection products. In these conversations, I noticed many people have avoided using the word ‘sales', with some going as far as to desperately correct themselves after having dared to use the word. The conflict has some basis in reality, while advisers have to make commission on convincing someone to buy a product, Consumer Duty restrictions mean that the customer should only be purchasing protection that they need. To find out more, I speak to ...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Stonebridge appoints Tim Miller as COO

Stonebridge appoints Tim Miller as COO

Heads up risk policy and audit

Jaskeet Briah
clock 11 August 2025 • 2 min read
Head off protection objections before they arise

Head off protection objections before they arise

Driving better protection conversations

Toni Smith
clock 05 August 2025 • 3 min read
Heath Protection Solutions takes 20% stake in mortgage firm

Heath Protection Solutions takes 20% stake in mortgage firm

Includes a cross-referral partnership

Jaskeet Briah
clock 04 August 2025 • 3 min read