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.

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

Date: 17/06/2022
Time: 13:30-16:30

Peter Chong

Cantonese

HKD 450 / Special offers HKD 360

BMI, ITAA, YPA

2022-06-17 16:00