success Start your road to with

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1 success Start your road to with

2 About Insure4Retirement We re Insure4Retirement and we specialise in arranging home insurance products for over 50 s. Founded in 2004, we have grown from strength to strength during our first decade and now employ over 200 staff. In May 2012, the Arthur J. Gallagher group acquired Insure4Retirement. Founded in 1927, Arthur J. Gallagher & Co is one of the largest risk management and insurance brokers in the world. With its corporate headquarters in Illinois, USA it employs nearly 13,000 insurance brokers in 17 countries. Arthur J. Gallagher & Co. is a highly-entrepreneurial sales and service-focused organization worldwide. In Bournemouth we specialise in providing insurance products to the over 50 s under the Insure4Retirement brand. Our goal is to provide thorough training and reward our Sales Advisor s and Team Managers for their efforts and career progression is as important to us as it is to you. There has never been a better time to be a part of the Gallagher team. Here, you will enjoy all the benefits of our winning track record, extensive network of resources, entrepreneurial environment and history of innovation. Recruiting the best people is key to the success of our business and its continued growth. We also recognise that when choosing a career the best people want straight answers to straight questions to help them decide where to work. The best relationships last because people work hard on them, and we certainly do that. As a top performer you want to know if this relationship is right for you. This career brochure is designed to help you understand what we are looking for in our top people and let you know what you need to do to make your next move. Who are we looking for? Our recruitment process When you apply for a role with us, we will ask you about yourself so we can assess your suitability and potential. We take recruitment very seriously as career choices are important to potential employees. You may initially interview over the phone and have a face-to face interview or be invited to a selection centre. You will also need to pass a basic numeracy and literacy assessment. Sometimes we hold selection centres which is an opportunity for you to get a true understanding of the role you have applied for and the company. It involves group and individual tasks and it also affords you the opportunity to meet with employees doing the job, some of the management and training team. What we look for: Individuals looking for a career not just a job Professionalism Smart office attire, well turned out Appropriate behaviour and conduct Good verbal communication and rapport building skills Individuals who will prove to be good ambassadors of the company For sales roles a proven or natural sales ability A pleasant and positive demeanour Team orientated Respect for compliance Customer Service focused A positive can do attitude Drive to succeed A good work ethic Knowledge and experienced skills are a great advantage, as long as you have learned and developed positively. However, we also recognise the value of future potential, competency and enthusiasm that we can develop along with personal drive and determination to succeed. We are looking for the right candidates with the right attitude. We want people who can rise to a challenge and work to deadlines and targets in order to contribute positively to the development of the business. People buy from people so whether you are selling our products to our customers or an idea to a colleague, we need you to be a great communicator with a positive and professional attitude and appearance together with a strong work ethic. Benefits: We offer full training, support, management and development We offer competitive salary and a full range of benefits including Pension, a Health Scheme and Life Assurance We also offer an excellent retail discount card Other benefits that can be chosen include Childcare Vouchers, Cycle to Work Scheme, Buy up to 3 days additional holiday alongside a number of flexible benefit options Competitive salary

3 Meet the trainer - Ross Lang The Training Programme Insight into our commitment to you in our Training Programme Ross Lang SALES AND TECHNICAL TRAINER (5 YEARS) I started work for I4R back in September 2009 as an outbound sales advisor. I was attracted to the role due to the working hours, the uncapped bonus scheme and the friendly environment I experienced when visiting the business for my interview. I was also told about the great opportunities for progression. I worked hard during the training as I was new to insurance and knew that this was where the foundations of my career would be built. It was really enjoyable and I am proud to say that I achieved several sales in the first week. It wasn t long before I was asked to help cover for a manager and I took this opportunity with both hands. Within my first year in the company I went from an Advisor, to a Deputy Team Manager and then on to manage my first team. I was then on a development plan which helped me acquire the skills to become a Team Manager. Over the coming years I was asked to share my experience and expertise in other areas of the business. I get a great deal of satisfaction from seeing someone new to the business work hard and follow their coaching to give themselves the best chance of maximising their potential. It is very rewarding for me when they thank me for all my help. After the company was acquired by AJG I was very pleased to successfully apply for a full time role in a newly established, National training team as a Sales and Technical Trainer. Since that time a lot of hours and hard work has gone in to re writing the training material for a very comprehensive, 5 week training programme that all new advisors to the business are privileged to undertake. All in all I can honestly say that I very much enjoy my job and being part of the AJG family. The benefits we receive are now far more attractive than what I have experienced before. There is also fantastic opportunity for development proven by the amount of my friends and colleagues that now represent senior positions across the business. I look forward to meeting you and helping you along your journey with AJG. All the best Ross Lang Introduction to Arthur J Gallagher What is insurance History of insurance Insurance products Buildings and contents products Sales skills workshops Buildings and contents products Sales skills workshops Underwriting systems (Computer skills required) Compliance workshops Underwriting systems Compliance & regulation workshops Sales skills workshop Additional sales products Live Dialling (Supported by Training & Operations) Live Dialling (Supported by Training & Operations) Jodie Walker 3 RD WEEK TRAINING Since joining the team at AJG two weeks ago I have accumulated an array of skills and knowledge during our training which I didn t have before. I have learnt how the system works, how to work as part of a team and have gained extensive experience with regards to sales and the insurance industry. I have always been highly motivated by the opportunity to work in this professional organisation and with peers within the team which I hope will enable me to reach goals not only singularly but as a team and I am looking forward to achieving targets as well as being compliant. Training sessions have involved group discussions, being introduced to Senior Managers alongside product knowledge, systems and sales training. I believe that the knowledge I have gained so far is a huge step in the right direction towards success. I applied to work at Insure4Retirement part of AJG because the company is worldwide and has afforded me the proper training and development I need to succeed in my new career. I was introduced by a family member, this reassured me that the company would provide me with the tools to launch and develop my career within the Group. I had been looking for a new career and had not done anything like this before as I had been a hairdresser but I wasn t recruited based upon experience it was about attitude, aptitude and personality. I am really glad I have the opportunity and feel part of something special. I have got lots of new friends and I am working in a friendly environment where I am now learning and developing my skills. I cannot wait to help customers with choosing the right product for insuring their house!

4 Career Development Opportunities Chris Wade SENIOR TEAM MANAGER (5 YEARS) I left Bournemouth University in 2009 with a 2:1 degree after spending 4 years studying Business Information Technology. I always had the aim to work within a business that sold a great product and one that could offer me the chance to develop my skills and knowledge that I learnt on this varied course. I applied for a sales role at Insure4Retirement in Bournemouth and entered into a telesales role in Home Insurance. I continued to develop my personal skills, with the support of the business and after 18 months I was promoted to a Deputy Team Leader. After 2 years in the business I was promoted to Team Leader, a role that really suits my motivational and inspirational character. With 2 years experience managing a team of 10 sales agents I was successful in my most recent application for a Senior Team Leader role. There have been plenty of ups and downs during my career here however the positives always outweigh any negatives, it is a great place to work with great people, there are great prospects and I have always been rewarded with the hard work and effort I have put in here. I have recently recruited a new team of agents that have just completed training, and I am pleased that I joined them in training allowing me to develop them from Day 1. I am looking forward to achieving new successes and goals as they experience the AJG journey. Chris Wade Group Benefits Funded & Standard Benefits funded & standard Benefits 23 Days Holiday plus Bank Holidays - up to 27 days based upon length of service + bank holidays Pension matched contribution up to 3% Life Assurance 4 x Salary Income Protection 50% Of salary Health Cashplan Discounts of dentist, Optician, Occupational Support optional funded Benefits Holiday Purchase Scheme up to 3 days Critical Illness Cover (can add spouse or partner) Health Assessment Childcare Vouchers Cycle to Work Scheme Travel Insurance You can pay more into Pension 90 Day Bus Pass Loan once passing out to Team VolUntarY Benefits Holiday Purchase Scheme up to 3 days Critical Illness Cover (can add spouse or partner) Health Assessment Childcare Vouchers Cycle to Work Scheme funded & standard Benefits Travel Insurance You can pay more into Pension 90 Day Bus Pass Loan once passing out to Team Discounted Gym Membership benefits Group 23 Days holiday plus bank holidays up to 27 days based upon length of service + bank holidays Pension matched contribution up to 3% Life Assurance 4 x salary Income Protection 50% of salary Health Cashplan: Discounts off Dentist, Opticians, Occupational Support call For full list of services visit Lifestyle hub discount portal: The Lifestyle Hub is a discount portal where you can get retail discounts through cash back schemes, online discounts and preloaded discount cards at various shops including Morrisons, Boots, Argos, Premier Inn, Boots, Cinema Tickets, B&Q, and Currys to name but a few. benefits Group Access via your benefits portal where you can get retail discount through cash back schemes, online discount and preloaded discount cards at various shops including Morrisons, Boots, Argos, Premier Inn, Boots, Cinema Tickets, B&Q, and Currys to name but a few. Look out for the weekly flash discount sales.

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