Ping An has training for newcomers, and the lecturers are mainly salesmen or department heads who are good at business. Of course, there will also be backstage supervisors to talk about the process. Listen carefully to the main points of their lecture. A month's training for newcomers will be very rewarding, at least let you know what insurance is. What are there? What types of customers are there? How to develop customers, how to maintain customers and how to communicate with customers. Of course, these are all theories, mainly because you keep practicing.
In addition, it should be integrated as soon as possible. The turnover rate of insurance company salesmen is very high, which can reach more than 80% in three years and 50% in 1 year. In other words, it is more difficult to integrate yourself into insurance companies from the inside out than into non-insurance companies. Because newcomers, especially those who have just graduated, are not used to the naked money relationship between people. The culture of insurance companies, to be honest, is cruel. If you have a business, you are an uncle. Without business, you will get a cold shoulder and your colleagues will not want to associate with you. If you are determined to do insurance, then you should integrate into this culture and believe. In other words, the mentality is the most important, and as for the skills of visiting customers, it is all details.
Get familiar with insurance products as soon as possible. Only when you are familiar with insurance products can you recommend different products for different types of users. In order to become a professional, I am very familiar with underwriting, preservation and claim settlement processes. For example, your property insurance, then in addition to your main insurance (for example, you mainly do auto insurance or non-auto insurance), you have to have a deep understanding of other types of property insurance.
Be sensitive to national policies, especially group insurance business, which has a great influence on group insurance business. For example, annuities, micro-loan insurance and agricultural insurance introduced in recent ten years all follow the introduction of policies.
The rest is how to "attack" customers. Needless to say, you should be thick-skinned, diligent and pay attention to the details of the world. Then, punctuality, honesty, no boasting, no commitment. On the contrary, these professional qualities are simple. Just study hard and work hard.
However, from the day you decide to take out insurance, you must plan your personal relationship. On Saturday and Sunday, holidays or nights, you can't always stay at home to play games, eat, play together, and so on. In this way, when your enterprise needs you to recruit people, you won't cram for the last minute. This is a national condition, and there is no way.
Please, in China, people who can do group insurance well are not ordinary people. As long as you have perseverance, don't be lazy and do it sincerely, you will definitely receive the goods.
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.