training department presented by minh kim le. report this month activities plan for next month

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MONTHLY REPORT TRAINING DEPARTMENT Presented by Minh Kim Le

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Page 1: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

MONTHLY REPORTTRAINING DEPARTMENT

Presented by Minh Kim Le

Page 2: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

AGENDAReport this

month activities

Plan for next month

Page 3: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

Training regulation about RSS/DSS

Trainer meeting

Other training activities

OUTLINE-THIS MONTH ACTIVITIES

Page 4: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

NEWS (AVI)

High jobless rate increase number of new agents for all insurers

Insurers speed up forming Bancassurance

channel

Universal life product: 67% policy

Outstanding production: ACE, Korea, Cathay

Page 5: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

TRAINING STATISTIC

Page 6: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

TRAINING STATISTIC

HCM HN DN CT0

20

40

60

80

100

120

87

104

49

87

59 56

30

58

30

54

24

44

30

52

24

44

28

46

24

43

Register Show up first day Qualified join testjoin test Pass

Page 7: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

LOSS RATIO (REGISTER PASS TEST)

HCM HN DN CT0%

10%

20%

30%

40%

50%

60%

70%

80%

67.82%

53.85% 51.02% 50.57%

not show up till qualified not join test fail test Total loss

56.27%

Page 8: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

TRAINING REGULATION ABOUT RSS/DSS

Page 9: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

RSS

• Improve screening, interviewing skill. • Be able to recruit potential agents• Develop their team effectively.

DSS

• How to train & develop agents• Increase the agent retention rate in their team.

TRAINING REGULATION ABOUT RSS/DSS

Page 10: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

Region No.SMRSS DSS

Quantity % RSS Quantity % DSS

Ha Noi 138 56 41% 28 20%

Da Nang 28 17 61% 7 25%

HCM 93 12 13% 0 0%

Can Tho 36 0 0% 0 0%

Nationwide 295 85 29% 35 12%

TRAINING REGULATION ABOUT RSS/DSS

Page 11: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

TRAINING REGULATION ABOUT RSS/DSS

In order to

Meet requirements to promote to higher position timely

Maximize their ability

Have enough skill in recruiting & developing their team

Build strong & professional sales team

Confidently perform in new promoted position

Page 12: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

TRAINING REGULATION ABOUT RSS/DSS

Pre SM

• RM chooses Pre-SM joining RSS & DSS AA department Training department.

• Besides meet requirements of promotion, they must finish & pass TCA of RSS & DSS.

• These programs will be held every 2 months or request from agency.

Page 13: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

TRAINING REGULATION ABOUT RSS/DSS

SM/ Pre BM under 1 year

• Not attend RSS & DSS yet: invite them join these programs. They must finish & pass TCA these programs before 4th working month in 2010.

• Promote to higher position: besides meet our promotion requirements, they must attend full programs that we offer like as series of management workshops.

Page 14: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

TRAINING REGULATION ABOUT RSS/DSS

SM/ Pre BM 1 year above

• Not attend RSS & DSS yet: invite them join these programs. They must finish & pass TCA these programs before 4th working month in 2010

• Promote to higher position: beside meet our promotion requirements, they must attend full training programs that we offer like as:• Good BM share their experience • Outsource training program

Page 15: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

TTT CIW FOR SM/ PRE BM

Page 16: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

TTT CIW FOR SM/ PRE BM

In order to

Help SM/ Pre BM conduct CIW in professional

Be able to introduce career information anytime

Be confident to deliver CIW

Page 17: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

In Class

• Guide • Point out

key part • Demo• Q&A

Rehearsal

• Register list• Observe &

give feedback

TTT CIW FOR SM/ PRE BM

Page 18: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

OTHER TRAINING ACTIVITIES

Page 19: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

OTHER TRAINING ACTIVITIES

• Conduct basic course1

• Revise basic training program2

• Support to open province course3

• TTT new trainers4

Page 20: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

PLAN FOR NEXT MONTH

Page 21: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

PLAN FOR NEXT MONTH

Coaching PFC

Coaching part time trainer

TTT new trainers

Deliver workshops, DSS, RSS and basic training programs

Apply new basic training program

Page 22: TRAINING DEPARTMENT Presented by Minh Kim Le. Report this month activities Plan for next month

THANK YOU FOR LISTENING