We spoke with the principal of Taking Cover to talk niching, lead gen and Radio Woking
Location: Hampshire. Products you advise on: I advise on personal protection products and also support several mortgage brokers with their protection advice. Taking Cover is single tied to Vitality. Typical client profile: I do a lot of work with armed forces personnel. How do you incorporate protection into your client conversations? Well, firstly, you have to actually do it. My passion comes across. In a previous role, no one had asked the business centre receptionist if she was covered. A great win in my second week! My job used to be as a radio presenter and I have a weekly i...
To continue reading this article...
Join COVER for free
Signup and gain exclusive members-only insights
- 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.
