Adviser soft skills need to remain a priority: MetLife  

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As the financial advice industry puts the spotlight on adviser education and technical competency with the release of the FASEA revised standards, soft skills remain a priority for clients, according to research from MetLife Australia. The MetLife Adviser-Client Relationship Report 2018 examined attitudes to purchasing life insurance through a financial adviser, surveying consumers and small to medium […]

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Insurer grows team, as MetLife Protect gains momentum

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MetLife Australia has announced four new appointments to the retail sales team, as the recently launched MetLife Protect retail product gains momentum in the adviser market. MetLife has made key hires across the country bringing the sales team to 10, recruiting: Marcus Chan, Sales Manager New South Wales Aaron Nugent, Sales Manager Queensland Patrick Murphy, […]

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Annual reviews the key to client and business success

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While an annual review with an adviser is essential to ensuring clients understand their life insurance, and it’s what they’re asking for, only half of advisers are doing regular reviews, according to a new report by MetLife Australia. The MetLife Adviser-Client Relationship Report 2018 examined consumer and small to medium enterprises (SMEs) attitudes to purchasing life insurance […]

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SMEs unprepared for business interruption, MetLife report finds

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Over a third of small to medium enterprises (SMEs) do not have a succession plan in place and almost half say their business would only be able to operate for up to a year if they were unable to work, according to a new report by life insurance company, MetLife Australia. The MetLife Adviser-Client Relationship […]

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Good adviser relationships withstand misconduct revelations – new MetLife research  

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Honesty and trustworthiness are the top attributes consumers and small business owners look for in a financial adviser, according to new research released by MetLife Australia. Furthermore, those who have established trusted relationships with their adviser say the Financial Services Royal Commission will have no impact on their advice relationship. The MetLife Adviser-Client Relationship Report 2018 results […]

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MetLife Australia launches digital life insurance claims lodgement and tracking platform

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MetLife Australia has launched a digital life insurance claims platform using ‘open insurance’ application programming interface (API) technology, making it faster and easier for superannuation fund members to lodge and track life insurance claims. MetLife has launched this new solution with Statewide, a leading superannuation fund based in South Australia. Members can scan and upload […]

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MetLife Australia appoints Retail State Managers and Senior Underwriting Managers

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MetLife Australia has appointed Richard Holt as Head of Service Delivery, with overall responsibility for MetLife’s retail service proposition, supporting advisers and other intermediaries across new business, underwriting, and policy administration. Holt was previously Head of Sales Development at MetLife and possesses deep financial services experience, having held senior roles with MLC, BT, and Deutsche Bank. […]

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MetLife Australia Appoints David Campbell Chief Operating Officer

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MetLife Australia has appointed Mr David Campbell as Chief Operating Officer and member of the Australian Leadership Team, effective 17 September 2018. Mr Campbell will join MetLife from TAL Life, where he has held the position of General Manager, Customer Operations and Underwriting for the past three years. He previously spent 10 years at CBA and CommInsure, […]

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MetLife Australia appoints Chief Strategy & Customer Officer

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MetLife Australia has appointed Gerard McDermott as Chief Strategy & Customer Officer, effective immediately. Mr. McDermott is responsible for leading the strategy, project management office, customer, digital, marketing, and data functions. He reports to Vince Watt, MetLife Australia Acting Chief Executive Officer. “We’re delighted to welcome Gerard to MetLife Australia,” Mr. Watt said. “His extensive […]

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MetLife expands retail team

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MetLife is continuing to build momentum towards the launch of its retail life insurance offering with a number of new appointments to its retail sales team. Casey Sugden joins as Senior Sales Manager for Victoria and Tasmania. He will lead MetLife’s engagement with advisers and further build the regional sales team. Mr Sugden joins from […]

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