Five-day roadshow begins for self-employed advisers

National brokerage Just Mortgages hits the road in the New Year with roadshows to support its self-employed advisers.

The in-person events are designed to give brokers the tools, training and product knowledge to best support clients.

The events will connect brokers directly with key protection including Aviva, L&G, Vitality, The Exeter and Guardian.

The aim is to give providers a platform to explain which market segments their policies cover, while advisers can explore criteria, ask questions and understand how providers may suit individual clients.

Alongside the providers, the learning and development team at Just Mortgages will lead training sessions: in particular, the team will focus on the importance of ‘soft skills’, enabling advisers to relate protection recommendations to goals and desires of clients.

Rodney Sloan, head of learning and development at Just Mortgages, says: “Rather than sales documents and leaflets, the roadshows present a fantastic opportunity to get advisers away from the coalface and exploring protection. 

The first event is in January in Dartford, with a further five across the south east, south west, the Midlands and the north later in the year. Each event will host up to 40 self-employed advisers and will provide networking opportunities and discussions.

“Having that face-to-face time with the providers is incredibly valuable as advisers look to meet client needs and give the correct advice based on product not price.

“This has become very important with the arrival of Consumer Duty, reminding advisers of their moral obligation to protect their clients, avoid foreseeable harm and deliver good outcomes. 

“If we can achieve this, there is no reason why advisers won’t have clients for life.”

The self-employed division at Just Mortgages is fast approaching 500 with more than 650 in total across its nationwide network.