course
Analyze customer protection from calculating lifetime expenses
Code: CPD-00110
left 24
Completed
Download booklet
Brief
Insurance selling is rather an art then skill, but there are rules to learn and follow. Becoming a successful sales require a lot- beginning from understanding of current market which is evolving every year, to a breakdown of principles to follow.
Out of 40 years of sale team management, this course summarized the development of art of sales by breaking down to a set of principles. These are to be thorough understand, equipped and applied. These principles help the sales force to know what to do, why doing it and how to accomplish. One highlight is the tool called Fortune-telling, which in fact is a systematic way for clients and everyone to understand the total quantitative needs of their insurance in terms of monetarily, which is a need base approach and an important tool every sales should master.
Out of 40 years of sale team management, this course summarized the development of art of sales by breaking down to a set of principles. These are to be thorough understand, equipped and applied. These principles help the sales force to know what to do, why doing it and how to accomplish. One highlight is the tool called Fortune-telling, which in fact is a systematic way for clients and everyone to understand the total quantitative needs of their insurance in terms of monetarily, which is a need base approach and an important tool every sales should master.
Description
01 Understand the market, adjust your attitude & strategy
02 Requirement for a turning point in the market – can’t move forward without the right change
03 8+1 principles – Survive to Growth
04 The Higher requirements - 3W
05 8+1 principle application:
5.1 Focus
5.2 Criteria - Know what you are doing
5.3 Skills - several abilities, continuous performance
5.4 Need - "Have you bought enough?
5.5 Tools [Fortune-telling] is a tool and skill
5.6 Recommendation - Why do newcomers do a lot and don't do long?
5.7 Products - Did you buy the right one?
5.8 Services
5.9 Compliance
02 Requirement for a turning point in the market – can’t move forward without the right change
03 8+1 principles – Survive to Growth
04 The Higher requirements - 3W
05 8+1 principle application:
5.1 Focus
5.2 Criteria - Know what you are doing
5.3 Skills - several abilities, continuous performance
5.4 Need - "Have you bought enough?
5.5 Tools [Fortune-telling] is a tool and skill
5.6 Recommendation - Why do newcomers do a lot and don't do long?
5.7 Products - Did you buy the right one?
5.8 Services
5.9 Compliance
Date time
Date: 27/04/2022
Time: 10:00-13:00
Time: 10:00-13:00
Language
Cantonese
Fee
HKD 450 / Special offers HKD 360
Support Organization(s)
BMI, ITAA, YPA
Deadline
2022-04-27 18:00
Remarks
Through eCPD to obtain CPD hours, you must complete the following steps:
1. Click the "ZOOM link" or the meeting number and password to log in to the course, and change the "display name" to my name
2. Before the start of the class, the video function must be turned on and the ID card must be shown (name and photo must be displayed, and the rest of the personal information can be covered by fingers), and the video function of ZOOM must be turned on during the whole process (according to the requirements of the judging bureau, course participants must display their appearance to identify Identity)
3. Before the course starts, enter "name+in" in the chat room and send it to the host as a login record
4. After the course is over, enter "name+out" in the chat room before leaving and send it to the host as a logout record
*The above steps must be completed, otherwise the attendance hours will not be obtained.
1. Click the "ZOOM link" or the meeting number and password to log in to the course, and change the "display name" to my name
2. Before the start of the class, the video function must be turned on and the ID card must be shown (name and photo must be displayed, and the rest of the personal information can be covered by fingers), and the video function of ZOOM must be turned on during the whole process (according to the requirements of the judging bureau, course participants must display their appearance to identify Identity)
3. Before the course starts, enter "name+in" in the chat room and send it to the host as a login record
4. After the course is over, enter "name+out" in the chat room before leaving and send it to the host as a logout record
*The above steps must be completed, otherwise the attendance hours will not be obtained.
