The New Solution of Sales Management (Insurance and Investment Professionals) Module 2: Presenting Your Insurance and Financial Advice with High Impact

Course Code

PE4200460

Start Date:

To Be Advised

Hours

3.0

Level

Short Course

Application Form

Email

peak@vtc.edu.hk

Enquiry: 28361922

課程目標

本課程旨在提升保險業從業員在銷售管理方面的實戰技巧，透過運用創新

概念及思維，掌握顧客心理及期望，以高效銷售方式介紹你的保險及財務

計劃建議，從而提高顧客的購買動機，提升銷售業績。除了個人的實戰技

巧外，課程亦包涵建立MDRT團隊的精髓，讓你明白如何運用教練技能傳

承行之有效的系統化銷售概念予團隊成員，以共同攜手再創佳績。

課程內容

單元二：運用高效銷售方法介紹你的保險及財務計劃建議

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

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