Finance
22:01 12 May 2020
Post by: WBJ

Perfect advisor for uncertain times: study

Perfect advisor for uncertain times: study
Source: MetLife

Honest, with an individual approach, patient and trustworthy, and at the same time professional and committed – this is the image of an ideal advisor who emerges from the report "Good Agent. Good Advisor” prepared by MetLife. It turns out that Poles value such trustees and trust them – the vast majority, because almost 85 percent of respondents declare that they trust their insurance agent. This result, unattainable for many industries, puts them at the forefront of advisors for uncertain times.

Expectations of Poles towards agents are clear – 63.5 percent of respondents expect honesty from their advisor, i.e. a clear presentation of the pros and cons of the presented solution. Poles also want an individual approach (49.5 percent), as well as patience while explaining all doubts (37.9 percent). What's more, we want to be able to trust our insurance advisor (40.7 percent). Relatively few respondents count on the fact that an insurance advisor will be interested in our personal situation – only one in four respondents (26.5 percent) answered so.

The study showed that the most important features determining the selection of an insurance agent include honesty and transparency when presenting the terms of the contract, which is appreciated by as much as 97.2 percent of respondents. Another very important criterion in the agent's assessment is also his professional knowledge of finance and insurance – 94.3 percent of respondents said so. Poles also believe that help in determining what insurance we need is important.

(WBJ)


survey
metlife
financial advisors

More News

lifestyle

LifeStyle
8 days ago

CEOs Should Swap Self-Help for Fiction to Become Better Leaders

LifeStyle
8 days ago

Izabella Krzan on Hosting ‘Afryka Express’: A Dream Job, But No Holiday

LifeStyle
8 days ago

Private Jets From Gdańsk to Dubai Becoming More Accessible

LifeStyle
16 days ago

Elżbieta Romanowska Remembers School Days: ‘We Didn’t Need Tablets’

Book of Lists

Book of Lists
4 years ago

The largest Polish companies under the Book of Lists microscope! Book of Lists 2020/2021 certificates have been awarded.

Book of Lists
5 years ago

25th jubilee edition of Book of Lists – project start