Zurich pushes sales staff to be QCF Level 4 qualified

clock

Insurer Zurich is training its sales staff to obtain the same minimum qualification level as that required of the advisers they speak to.

The company said 90% of its 80-strong face-to-face retail sales team has gained the Chartered Insurance Institute's Level 4 Diploma in Financial Planning. A smaller proportion has gone on to obtain Level 6 Chartered status, it added.

Zutich intermediary sales director Richard Howells said: "We believe it is crucial to speak the same language as advisers so that we can fully understand their needs."

Personal Finance Society chief executive Keith Richards said he hoped other providers would follow suit.

He said: "The financial planning community has raised the bar in terms of professionalism over the last year and it is encouraging that providers of products and services are striving to emulate these high standards."

 

 

 

 

 

More on Insurer

COVER Customer Care Awards 2025: Winners revealed

COVER Customer Care Awards 2025: Winners revealed

Recognising providers

COVER
clock 30 June 2025 • 1 min read
HSBC Life launches adviser support team

HSBC Life launches adviser support team

Reduction in average claim turnaround times

Jaskeet Briah
clock 26 June 2025 • 2 min read
The Exeter sees 20.9% increase in gross premium income

The Exeter sees 20.9% increase in gross premium income

2025 AGM

Cameron Roberts
clock 26 June 2025 • 1 min read

Highlights

COVER Survey: Advisers damning of protection insurer service levels

COVER Survey: Advisers damning of protection insurer service levels

"It takes longer than ever to get underwriting terms"

John Brazier
clock 12 October 2023 • 5 min read
Online reviews trump price for young people selecting life and health cover

Online reviews trump price for young people selecting life and health cover

According to latest ReMark report

John Brazier
clock 11 October 2023 • 2 min read
ABI members with staff neurodiversity policy nearly doubles

ABI members with staff neurodiversity policy nearly doubles

Women within executive teams have grown to 32%

Jaskeet Briah
clock 10 October 2023 • 3 min read