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Chris Unwin is a specialist sales trainer with over 30 years’ experience in the finance industry, known for his direct communication style and ability to deliver practical, high-impact training in corporate strategy, sales, and client engagement. He has worked as a financial adviser, team manager, and Director of Training within large dealer groups, combining hands-on expertise with a talent for mentoring and developing sales professionals.
Chris maintains an active role as a specialist risk adviser, while regularly delivering workshops and training sessions on engagement skills, sales communication, and risk advice. He specialises in helping financial planners understand the role of protection in client portfolios and improve how they present it effectively.
A graduate of Oxford University with a law degree, Chris began his career as a commission-only life insurance broker in London, quickly building a client base of 400 and managing a team of 14 brokers. In 1989, he relocated to Sydney to help establish a new office for his firm, training and mentoring hundreds of new advisers in both generic sales and specialised risk advice.
By 2004, Chris had become a Director of Training but returned to his core passions: providing personalised protection advice and helping advisers perform at their best. His consulting business has since helped thousands of financial advisers, mortgage brokers, and retail sales consultants improve their skills and client outcomes.
Topics
Risk Advice Specific Topics
- End to End Risk Advice Process (Full Day)
- Elements of the Risk Advice Process (45 minutes +)
- The Miracle of Trauma Cover (1-3 hours)
- Client Engagement Process for Trauma Cover (1-3 hours)
- Working More Effectively with Centres of Influence (1 hour)
- Establishing your “USP” – Quality of Service
- Proper Protection – The Foundation Stone of a Financial Plan (45-90 minutes)
Generic Sales and Communication Skills
- Sales Success Strategies (Full Day)
- Telephone Technique – Golden Rules (1 hour)
- Do’s & Don’ts of Client Meetings (1-2 hours)
- Handling Objections (1 hour)
- Building Blocks of Closing Business (1 hour)
- Asking for and Getting Referrals (1-2 hours)
- The Importance of Attitude (1 hour)
- Setting & Achieving Goals (1 hour)
- Habits for Success (1 hour)
