Let me introduce you to some people I know. Job title: Job responsibilities (results/objectives to be achieved by this responsibility) of the director of the marketing business office Working time ratio (%) 1- Business planning and promotion: analyze the current situation and market dynamics of the team, draw up the monthly personal business development plan, planning scheme and budget scheme at each stage, organize business promotion, and ensure the completion of 20% business objectives; 2- Business promotion combines the actual situation and marketing rhythm of the marketing team to formulate and promote the implementation of the incentive plan; According to the cost budget, guide the realization of incentive results and related expenses reimbursement, and ensure that the plan and goal are achieved by 25%. 3- Business Meeting Organize marketing teams at all levels to hold meetings to publicize the implementation of the company's policies and plans, start the will, analyze the total amount, and formulate remedial measures to ensure that the team's thinking is unified and the business is steadily advanced by 30%. 4- Carry out training, establish the training system for business personnel at all levels, and implement the training requirements of the branch. Organize and guide training courses at different levels, and track and evaluate the training effect in order to improve the skills of employees and achieve the purpose of retention and stability. 5- Tool Development According to the company's business rhythm and team operation, organize the development of sales auxiliary tools such as visits, track the use effect and maintain them, and provide necessary guidance and support for team sales. 5%6- Provide business support and coordinate the work of relevant departments such as customer service, insurance renewal and claim settlement. Provide support for business development and handle complaints from business personnel and customers. Improve the backup service level by 5%. Position performance indicator setting 1. Personal business standard premium realization rate II. Annual growth rate of new contract premium. Market share of new contract premium. Market share of personal business. Market reputation of personal business. Satisfaction of marketing support activities. The beauty of marketing support activities. Satisfaction of personnel training. Job title: Job responsibilities of the business area manager (the result to be achieved by this responsibility/goal) Working time ratio (%) 1- Planning organization formulates the long-term business development plan of the central business area and the annual task goal achievement plan and supervises the implementation, regularly tracks the progress and guides the improvement, so as to ensure that the marketing headquarters fully achieves 5% of the business goal. 2- The budget and expense management organization formulates the expense budget plan of the central business area and the sales expense plan of the marketing business, and reviews the budget adjustment plan and various expenses. Guide cost analysis, pay attention to the company's scheduled cost control rate, so as to improve the efficiency of the company's financial resources and avoid the company's financial risks 10%. 3. Business supervision supervises the business development and organizational operation of the marketing team, makes decisions on major personnel adjustments, guides the formulation of marketing plans and supervises their implementation, organizes competition supervision, incentive cashing and business coordination, and analyzes and improves sales business indicators. Fully promote business development by 50%. 5- Team Building According to the company's human resources policy, guide team building, make employment decisions within the scope of authorization, and improve the efficiency of human resources use. 6- Operational Outreach According to the needs of business development, improve the administrative security system of marketing headquarters, guide the management of asset use, maintain good relations with local governments, law enforcement departments, regulatory units and industry associations, and maintain the external image of the central business district. Ensure efficient operation 10% key performance indicators 1. Department expense budget control rate II. Department labor cost 3. Personal business market share. Personal business market reputation. Personal business customer satisfaction. Proportion of high-value customers 7. An increase in the number of new customers. Number of end customers. Number of personal business complaints 10. The per capita training hours of the department are 65438+. The complaint resolution efficiency is 12. The surrender rate of long-term insurance is 13. The second achievement rate is 14. 13 months and the continuation rate is 15. The annual plan completion rate is 16. Number of pieces per month 17. Per capita premium 18. Per capita standard. Job title: back office job responsibilities (the result/goal to be achieved by this responsibility) 1- The cashier in the first instance conducts the first instance and entry of the insurance policies of the business personnel, in order to reduce the error rate, ensure the smooth issuance of the insurance policies and improve the timeliness of issuing documents; 2- document cost management, complete document planning, collection, distribution, resale, registration and entry; Assist to complete scheme tracking, performance statistics and incentive cashing, and make reimbursement and account registration of various expenses. 3. Back-up support is provided to handle the entry and exit procedures of newcomers, save, collect, review and distribute the claims data, and provide the collection and distribution of daily office supplies and daily external reception. 4. Document management, collecting and archiving documents related to the marketing incentive plan, drafting and countersigning reports. Complete the circulation study of daily documents, supervise the implementation of 5- simple query service, and solve the questions of business personnel in time and accurately. And reply to the customer's simple business consulting key performance indicators: 1. Initial test error rate 2. Timeliness and accuracy of data release. Salesman Satisfaction Job Title: Lecturer's job responsibilities (the result/goal to be achieved by this responsibility) Working time ratio (%) 1- Do a good job in training, prepare various trainings every month, teach courses and provide guidance for students. Fill in and distribute 20% notice and signature of each training course. 2- Organize training. According to the needs of marketing rhythm, we will provide training on products and sales skills for business personnel at all levels of the company, including pre-job training for newcomers, bridge training, agent training and quasi-director training. 3- Do off-site training, such as telephone tracking. And focus on summarizing and reporting the training data of new recruits within three months. 20% 4- Courseware development and management According to the needs of business development, develop courseware in a targeted way to improve the sales skills of the team. 5-Data management, sorting out training files, courseware and materials. 6-Carry out inheritance training according to the arrangement of the company. Participate in various trainings, summarize the training contents and pass on 10% key performance indicators 1. Newcomers 3000 employment rate 2. Three-month employment rate of newcomers 3. Newcomers' three-month billing rate is 4. The monthly employment rate of newcomers is 5. Agent's satisfaction with training. Per capita premium 7. Agent exam reference rate 8. The passing rate of the agent's exam is 9. Certificate holding rate of agent 10. The number of training courseware development is 65,400. 5438+02. The error rate of reported data is 13. The implementation rate of the training plan is 14. The efficiency of training implementation is 15. The validity of the training plan is 16. Integrity of archives Job title: The job responsibility (the result/goal to be achieved by this responsibility) of the group training post is 65433 (%). Track the business completion progress and personnel training at different stages, and draft business reports regularly to ensure timely and accurate data. 40% 2. Work out the business promotion plan according to the task status and team operation status at different stages, and supervise and track the progress of the business plan to ensure the realization of business objectives. 3. Organize relevant training, provide training for business personnel at all levels, and track and evaluate the training effect. In order to improve the professional level of sales staff by 30%, the post performance index is set to 1. The standard premium realization rate of personal business II. The annual growth rate of new contract premiums is 3. Market share of new contract premium. The implementation effect of business promotion scheme. Payment ratio of newly signed contract for personal business 6. Satisfaction of new product promotion activities. Timeliness and effectiveness of business reports. Feasibility of incentive scheme. The organizational growth rate of the marketing team and the rationality of the structure.

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.