1 training department december, 2008 present :eric
TRANSCRIPT
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TRAINING TRAINING DEPARTMENTDEPARTMENT
DECEMBER, 2008DECEMBER, 2008
Present :EricPresent :Eric
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12 文字
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Make attendant reports
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Adjust basic training program for AS (5+2)
Train SM & BM Club
Check activity cards (QC passed)
22008 Training result
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ACTIVITIES IN THIS YEAR
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2008 TRAINING RESULTS
• Finished and Trained 5 Basic Courses: – PA, FFC1,FFC2 (for agents)– DSS, RSS (for SM)
• Designed and rehearsal 4 Advance Courses :– Professional BM class– Roles of BM– Pre-BM class– Leadership
ACTIVITIES IN THIS YEAR
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No Course
Classes Total learners
HCM Hanoi Total HCM Hanoi Total
1 AS (I) 13 10 23 312 540 852
2 AS (II) 3 3 6 36 120 156
3 IA 16 13 29 350 380 730
4 RSS 3 1 4 31 41 72
5 DSS 3 1 4 31 41 72
6 BM 1 1 2 6 5 11
7 SM 5 1 6 50 37 87
8 Pre BM 3 1 4 37 17 54
Total 47 31 78 853 1181 2034
ACTIVITIES IN THIS YEAR
Total courses (31 Dec 2008)
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ACTIVITIES IN THIS YEAR
Training model in Taiwan →Translate and Apply
New AG PA,FFC(10 days)
On the job training
Vietnam is a new market, sales and recruitment skills of AS and
IA are not well so their productivities is low Agency leaders’ recruitment & development skills need to
enhance
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ACTIVITIES IN THIS YEAR
Training model in Vietnam → Revise
New AG PA,FFC(5days)
Advanced FFC(2days)
PFC(3weeks)
On the job training
Filling activities diaryManaging activities cards ProspectingIntroducing basic productHandling objection
OperationTerms & conditionsIntroducing ridersCompensationsBenefits of recruitment
+
12 Basic courses12 Basic courses
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BM
BM Club
SM
SM Club
Building trainee managers:- BM Club- SM Club
Enhance leadership skill::Management skillAttitudeOperation
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•Problem: sales leaders often change their job • Solution:Develop and promote our Sales leaders
Train Pre - Sales Leaders
ACTIVITIES IN THIS YEAR
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ACTIVITIES IN THIS YEAR
Compile training programs
BM
No Time Training program
1 5 days Professional BM
2 1 day Roles of BM
3 6 weeks BM club
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ACTIVITIES IN THIS YEAR
Compile training programs
SM & pre BM
No Time Training program
1 8 weeks Professional pre BM
2 2.5 days Recruiting skill seminar
3 2.5 days Development skill seminar
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12th Cathay working month
No BMPre BM, SM, AS
QC Pass (200cards
above) Passed
1 Nguyễn Thu Hằng 40 2 5%
2 CHEN MING JEN 40 4 10%
3Nguyễn Hải Hồng Châ
u 29 4 14%
4 LIAO CHAO NING 32 5 16%
5 Trần Hoàng Phong 81 7 9%
Total 222 22 10%
• Purpose: Let AS have good habit and enough potential customers
• Result: QC Pass rate is low, need to keep check until have good habit
Check FC cards (QC passed)
ACTIVITIES IN THIS YEAR
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To help sales leaders control their agent attended course or not
and invite candidates rejoin the class timely
ACTIVITIES IN THIS YEAR
attendant report During Training Period
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Training VisionTraining Vision
11 Training mapTraining map
Develop TrainersDevelop Trainers
Support AgencySupport Agency
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44
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ACTIVITIES NEXT YEAR
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New market
Speed up recruiting
Increasing loyal agents sales result
Developing traditional channels and new channels
1st stage
Mature market
Developing focus market
Cross selling
2nd stage 3rd stage 4th stage
Development life insurance market model
Development model:
Organizing more courses to support recruitment
Training to increase recruitment skill
Enhance selling skills: handling objection, prospecting
Development model:
Organizing more courses to support recruitment
Training to increase recruitment skill
Enhance selling skills: handling objection, prospecting
Vietnam is a new and potential marketVietnam is a new and potential marketVietnam is a new and potential marketVietnam is a new and potential market
4 Stage of Life Insurance
ACTIVITIES NEXT YEAR
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Attendant Now 2009 Training program
BM 3 7 Leadership, AEM
Pre-BM&SM 3 4Coaching SkillSales supporting
AS 2 6customer serviceProspecting Seminar NBSS
ACTIVITIES NEXT YEAR
Training Plan
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BM
No Time Training program
1 1 day Leadership
2 1 day MA Seminar
3 1 day Recruiting Planning
4 1 day Coaching Planning
5 1 day planning & controlling
6 2 days how to manage a branch office
7 2 days Professional Images (Outsourcing)
Compile New training programs
ACTIVITIES NEXT YEAR
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SM & Pre-BM
No Time Training program
1 1 day Leadership
2 2 days Coaching Skill
3 1 day How to support Agent sell first policy
4 2 days Professional Images
Compile New training programs
ACTIVITIES NEXT YEAR
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AS
No Time Training program
1 1 day Customer service
2 1 day Prospecting Seminar
3 1 day NBSS Seminar
4 2 days Worksite Marketing Seminar
5 1 day Financial planning for VIP customers
6 2 days Group Insurance
ACTIVITIES NEXT YEAR
Compile New training programs
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ACTIVITIES NEXT YEAR
Develop trainer• Profession Training Trainer-
Taiwan /outsourcing/self training• Increasing training capacity & quality • Supporting SM &BM to raise their performance • Training AS to become professional agent
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DOMEDOME
KASHKASH
TTTTTT
Training PlanTraining Plan DiagnosisObjectivesMethodsEvaluation
PrepareExplainShowObserveSupervise
KnowledgeAttitudeSkillHabit
Training Training methodmethod
PESOSPESOS
Training Training objectiveobjective
ACTIVITIES NEXT YEAR
Develop trainers
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Training AG
And LeadersSupporting
Agency team design new
courses
Training Trainer to TrainPA, FFCDSS, RSS, advance courses
Establish Training Center
Coach trainers
Complete training map
Recruit Trainer &
set up training
system
(Da Nang, Can Tho)
ACTIVITIES NEXT YEAR
Support Agency
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Cathay’s vision
The leading financial
group in Asia
The best training
environment in its peer in Vietnam
Training dept’s vision
Study Mature
Change →Creative
Teamwork
ACTIVITIES NEXT YEAR
Vision