走出中國式養老困(kun)局課程 授課大綱:第一部分:何謂(wei)“老”?1
增(zeng)額(e)(e)終身(shen)壽(shou)(shou)(shou)營(ying)銷課程(cheng)(cheng)課程(cheng)(cheng)目(mu)標:通(tong)過(guo)對增(zeng)額(e)(e)終身(shen)壽(shou)(shou)(shou)險的(de)產品分(fen)(fen)析,找出增(zeng)額(e)(e)終身(shen)壽(shou)(shou)(shou)的(de)特點與(yu)目(mu)標畫像(xiang)通(tong)過(guo)宏觀經濟(ji)解讀(du)與(yu)高客畫像(xiang)分(fen)(fen)析,分(fen)(fen)析高端(duan)客戶對終身(shen)壽(shou)(shou)(shou)險的(de)需(xu)求通(tong)過(guo)對保險法商(shang)的(de)講解,使學員了(le)解增(zeng)額(e)(e)終身(shen)壽(shou)(shou)(shou)在(zai)婚姻(yin)規劃(hua)
精準KYC培訓課(ke)程(cheng)(cheng)(cheng)目標:通過(guo)案(an)(an)例(li)解析與(yu)工具練(lian)習,使學員掌握客(ke)戶KYC的具體方法,包(bao)括面談前與(yu)面談中的KYC課(ke)程(cheng)(cheng)(cheng)對象:保險業務員/銀行理財經(jing)理課(ke)程(cheng)(cheng)(cheng)方式(shi):講(jiang)授、案(an)(an)例(li)解讀、工具訓練(lian)及通關課(ke)程(cheng)(cheng)(cheng)大綱:一(yi)、什么是
學習(xi)資產(chan)配(pei)置管理(li)課程收益:件均(jun)提升,改變對合作甲方的心態,改良長期期交產(chan)品(pin)的銷售思路(lu),提升件均(jun)保費(fei);開(kai)發不同沙(sha)龍(long)主題,掌(zhang)握高端客戶沙(sha)龍(long)和網點微沙(sha)運(yun)作技能。課程對象(xiang):保險公司渠道同事授(shou)課形式(shi):三階段(duan)學習(xi)
重疾(ji)險(xian)營銷培訓課程(cheng)目標:通(tong)(tong)過案例(li)解析與(yu)工(gong)具練(lian)習,使學員掌握(wo)緣故、轉介紹、老(lao)客(ke)戶等三類客(ke)戶的重疾(ji)險(xian)營銷方(fang)法課程(cheng)對象:保險(xian)業務(wu)員/銀(yin)行理財經理課程(cheng)方(fang)式:講授、案例(li)解讀、工(gong)具訓練(lian)及通(tong)(tong)關課程(cheng)大綱:導入(ru):保險(xian)的
壽險銷(xiao)售(shou)培訓課(ke)程目標:理(li)(li)解(jie)增額終壽的特點及銷(xiao)售(shou)重(zhong)難點;學會分(fen)析客戶需(xu)求(qiu)并掌握需(xu)求(qiu)問(wen)詢邏輯;掌握產品功能(neng)溝通技巧及畫圖技術。課(ke)程對象:保險業務員/銀行理(li)(li)財經(jing)理(li)(li)課(ke)程方式:講授、案例解(jie)讀、工具訓練(lian)及通關(guan)課(ke)程