Broker Training Programme

Get expert leadership and sales training

Designed and delivered by our partner, Performance Associates, our leadership and sales courses aim to maximise personal performance and increase organisational effectiveness.


See below for more information on the Zurich Leadership Academy and Zurich Sales Academy and how you can nominate an individual to attend one of these courses.

  • About the courses

    Zurich Leadership Academy

    Date & Location

    2-4 June 2020: The Colmore Building, 6th Floor, 20 Colmore Circus, Birmingham B4 6AT

    Intended Audience

    Candidates must be in a management role at present and have the potential to reach director level within their organisation.

    Course Summary

    This three-day leadership programme is designed to help you become a successful leader and covers a range of topics and skills, including:

    • Being a leader versus being a manager leading into a look at the 6 Emotionally Intelligent leadership styles
    • The critical role coaching plays in effective leadership
    • Exploring why some people are difficult to deal with and provides strategies regarding how to better engage people we usually struggle to interact with, whether colleagues or clients

    During the three days you will have time to reflect and discuss what you’ve learnt as well as a 1-2-1 debrief and personal action plan with one of Performance Associates’ facilitators.

    Learning Objectives

    By the end of programme, delegates will be asked to write SMART action plans to demonstrate that they understand how to apply concepts that they have learned.

    The concepts include:

    • Leadership Theories
    • The difference between Leadership & Management
    • The ability to flex personal leadership style to different situations
    • Promoting learning in their teams/organisations
    • The difference between training and coaching and where and when to use each one
    • The need for effective questioning to promote learning
    • Use & application of the Performance Profile to identify gaps in development
    • Leadership Styles, where & when to use
    • The ability to flex personal leadership style to different situations
    • The impact of the leader’s personality on their team’s self-image and its importance in driving performance
    • The neuroscience behind self-image: SCARF model

    If you would like to nominate someone from your business for this course, please arrange for the nomination form below to be completed and sent to gbz.distribution.team@uk.zurich.com. Please note that there are a limited number of places available, therefore, we will review the submitted nomination form and advise of the outcome accordingly.

    Zurich Sales Academy

    Date & Location

    15-17 September 2020: The Colmore Building, 6th Floor, 20 Colmore Circus, Birmingham B4 6AT

    Intended Audience

    Anyone in an Account Executive / customer-facing role. Due to the course structure, all levels of experience would benefit from this course.

    Course Summary

    In this three-day course you will examine selling from a mindset point of view; often when we understand the principles of selling, our own psychology can work against us and we are unable to act upon our knowledge.

    Therefore, in order to be successful in sales it’s vital we work to understand our own motivations, limiting beliefs & attitude before embarking on the theories & practicalities of selling.

    The programme will include:

    • The mindset of the successful sales person, having the right attitude and beliefs to succeed
    • The 6 competencies of selling success
    • Introduction to a sales process which has evidence- based research that is shown to increase sales success

    Learning Objectives

    By the end of this programme, delegates will be asked (and be able) to write SMART action plans to demonstrate that they understand how to apply concepts that they have learned.

    The concepts will include:

    • The 6 stages of an effective sales process
    • The 7 core competencies of great sales people
    • The constituents of Sales Knowledge that apply to successful sales planning
    • How to develop a successful sales mindset
    • How important the relationship is in the sales process is and how it can be developed
    • The process of not just identifying, but also creating needs to create value for the customer
    • How to use the 10 principles of influence to gain commitment in a sales interaction
    • How to apply the 4MAT learning theory to self-coach and develop as a sales professional

    If you would like to nominate someone from your business for this course, please arrange for the nomination form below to be completed and sent to gbz.distribution.team@uk.zurich.com. Please note that there are a limited number of places available, therefore, we will review the submitted nomination form and advise of the outcome accordingly.

  • About the training provider

    Performance Associates logo

    Performance Associates design and deliver training programmes that are aimed at companies, organisations and individuals who are committed to maximising their potential.

    Formed in 2001 by Simon Toy, the company has developed a range of practical tools and techniques based on sound psychological principles that positively impact upon the performance of their clients.

    For more information about Performance Associates, visit www.performanceassociates.co.uk/Who-we-are

    Simon Toy

    It’s what we think that generates how we feel; how we feel determines what we do. Performance Associates works on all three areas to maximise performance

    Simon Toy, Managing Director and Senior Consultant at Performance Associates