Job responsibilities (results/objectives to be achieved by this responsibility)
Proportion of working hours (%)
1- Monitor and track business.
Daily supervision, tracking business completion progress and personnel training, drafting business reports regularly to ensure that 40% of the data is timely and accurate.
2 Make a promotion plan
According to the task status and team operation status in different stages, formulate business promotion plans, supervise and track the progress of business plans, and ensure that business objectives are achieved by 30%.
3- Organize relevant training
Train business personnel at all levels, and track and evaluate the training effect, so as to improve the business level of sales personnel by 30%.
Post performance indicator set
1. Personal business standard premium achievement rate
2. Annual growth rate of new contract premiums
3. Market share of new contract premiums
4. The implementation effect of the business promotion plan
5. Installment payment ratio of new personal business contract
6. Satisfaction with new product promotion activities
7. Timeliness and effectiveness of business reports
8. Feasibility of incentive scheme
9. The growth speed and structural rationality of the marketing team organization
The preparation work is: good communication, the most important.
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.