Branch Manager's Meeting

AC-EXS®

Participants take on the role of Branch Managers in the Financial Services Division of Universal Life, an insurance company. They are meeting to discuss several issues that the firm faces. These include strategies for targeting key markets, the analysis of performance figures, the introduction of a customer service charter which goes beyond meeting compliance regulations, and ideas for improving the effectiveness of the recruitment of Financial Advisors. The group is expected to prepare recommendations for subsequent review by the Regional Director.

• Code: NAR-BSM
• Work environment: Group
• Category: D - Middle Management

Exercise Timings & Criteria