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保險的第一堂入門課|清楚判斷 了解需求
保險的第一堂入門課|清楚判斷 了解需求
Udemy
Certificate
USD 34.99
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About this course
前言:市面上的商業保險太多、網路上資料真假不一,當要買保險時卻又無從下手?身邊也沒有可信任的業務員或是想聽客觀角度規劃分析保單的方式。 許多人從小的保單源自父母規劃,長大後卻不清楚曾經擁有的內容,發生事情時,亦找不到窗口。假使遇到不良業務,更無法協助理賠,保險反而變成「大風險」,此時此刻你需要先從自身開始了解商品!才不會成為待宰的肥羊。 本課程適合初步想了解保險內容、投保時前、中、後的注意事項,讓你一聽知曉!或許你這輩子可以不買保險,但你不能不懂它!一、課程重點1.初步了解認識各種保險商品組合2.破解話術銷售員到底是為你好還是為業績3.學會規劃分析自我需求,打造保險藍圖4.投保時機找出投保「前、中、後」需知道的事5.驚爆內幕行業不可說的秘密都在這堂課當中二、精選內容1.保險十字規劃法2.特製幕後花絮-用最辛辣的議題挑戰來賓!3.業務員都生病得癌症,然後入行就重生?4.一般車險業務如何抽傭?你可以怎樣砍價?5.本課程將有「理論、實務與來賓問題挑戰」,保證精彩!三、講師介紹現任南山人壽 保險規劃師/部門經理專長游泳、生物醫療、保險評估與規劃學歷東吳大學 微生物學系經歷生醫公司業務、南山人壽關於老師|大學就讀生物相關科系,出社會後第一份工作則進入醫療相關領域,後來轉職至南山人壽,在2022年的今天,壽險事業將邁入第八年,在壽險業任職期間,年年達成美國百萬圓桌、高資會等獎項!
What you'll learn
understand various types of insurance products
identify personal insurance needs
recognize sales tactics used by agents
learn the important considerations before, during, and after purchasing insurance
discover industry secrets about insurance
Course objectives
help learners understand the basics of insurance
prepare individuals to navigate the insurance market confidently
teach effective strategies for assessing personal insurance needs
Skills you'll gain
risk assessment
personal finance
policy analysis
financial literacy
insurance
insurance planning
insurance products
consumer awareness
insurance sales tactics
insurance secrets
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