Produced By: Ensombl
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, her role at MBS Insurance, the company’s processes for engaging with clients and managing renewals, as well as the challenges and strategies involved in providing insurance-only advice.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1