Our aim is to change the dynamic between mortgage sales and protection advice. We’ll achieve this by treating advisers as individuals and by tailoring a suite of products to suit their individual customer needs. We’ll work with advisers to understand their preferred selling style, in order to design a sales process that gets it right every time. By creating an environment of innovation and flexibility for advisers in which to really focus on the protection sale, we’ll create a culture together, that puts the customer in the best possible position to get the protection they need for themselves and their families.
By working in partnership with advisers, we will help you embed a sales process that brings protection advice to life. Protecting people’s livelihoods is not a secondary sale, it shouldn’t be an afterthought when all the mortgage documents have been signed and filed away.
When this happens, it means too many customers are left financially exposed and that’s a risk advisers who partner with us just aren’t willing to take.
Auxilium will create a focus on protection through a comprehensive training and development programme, with field and telephone based strategic relationship support and form a relationship which allows the firm to reduce the risk of not delivering the right customer outcome.