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TRAINING TRAINING DEPARTMENTDEPARTMENT

DECEMBER, 2008DECEMBER, 2008

Present :EricPresent :Eric

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12 文字

2 文字

3 文字

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Make attendant reports

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Adjust basic training program for AS (5+2)

Train SM & BM Club

Check activity cards (QC passed)

22008 Training result

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5

ACTIVITIES IN THIS YEAR

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2008 TRAINING RESULTS

• Finished and Trained 5 Basic Courses: – PA, FFC1,FFC2 (for agents)– DSS, RSS (for SM)

• Designed and rehearsal 4 Advance Courses :– Professional BM class– Roles of BM– Pre-BM class– Leadership

ACTIVITIES IN THIS YEAR

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No Course

Classes Total learners

HCM Hanoi Total HCM Hanoi Total

1 AS (I) 13 10 23 312 540 852

2 AS (II) 3 3 6 36 120 156

3 IA 16 13 29 350 380 730

4 RSS 3 1 4 31 41 72

5 DSS 3 1 4 31 41 72

6 BM 1 1 2 6 5 11

7 SM 5 1 6 50 37 87

8 Pre BM 3 1 4 37 17 54

  Total 47 31 78 853 1181 2034

ACTIVITIES IN THIS YEAR

Total courses (31 Dec 2008)

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ACTIVITIES IN THIS YEAR

Training model in Taiwan →Translate and Apply

New AG PA,FFC(10 days)

On the job training

Vietnam is a new market, sales and recruitment skills of AS and

IA are not well so their productivities is low Agency leaders’ recruitment & development skills need to

enhance

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ACTIVITIES IN THIS YEAR

Training model in Vietnam → Revise

New AG PA,FFC(5days)

Advanced FFC(2days)

PFC(3weeks)

On the job training

Filling activities diaryManaging activities cards ProspectingIntroducing basic productHandling objection

OperationTerms & conditionsIntroducing ridersCompensationsBenefits of recruitment

＋

12 Basic courses12 Basic courses

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BM

BM Club

SM

SM Club

Building trainee managers:- BM Club- SM Club

Enhance leadership skill::Management skillAttitudeOperation

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•Problem: sales leaders often change their job • Solution:Develop and promote our Sales leaders

Train Pre - Sales Leaders

ACTIVITIES IN THIS YEAR

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ACTIVITIES IN THIS YEAR

Compile training programs

BM

No Time Training program

1 5 days Professional BM

2 1 day Roles of BM

3 6 weeks BM club

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ACTIVITIES IN THIS YEAR

Compile training programs

SM & pre BM

No Time Training program

1 8 weeks Professional pre BM

2 2.5 days Recruiting skill seminar

3 2.5 days Development skill seminar

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12th Cathay working month

No BMPre BM, SM, AS

QC Pass (200cards

above) Passed

1 Nguyễn Thu Hằng 40 2 5%

2 CHEN MING JEN 40 4 10%

3Nguyễn Hải Hồng Châ

u 29 4 14%

4 LIAO CHAO NING 32 5 16%

5 Trần Hoàng Phong 81 7 9%

Total 222 22 10%

• Purpose: Let AS have good habit and enough potential customers

• Result: QC Pass rate is low, need to keep check until have good habit

Check FC cards (QC passed)

ACTIVITIES IN THIS YEAR

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To help sales leaders control their agent attended course or not

and invite candidates rejoin the class timely

ACTIVITIES IN THIS YEAR

attendant report During Training Period

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Training VisionTraining Vision

11 Training mapTraining map

Develop TrainersDevelop Trainers

Support AgencySupport Agency

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ACTIVITIES NEXT YEAR

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New market

Speed up recruiting

Increasing loyal agents sales result

Developing traditional channels and new channels

1st stage

Mature market

Developing focus market

Cross selling

2nd stage 3rd stage 4th stage

Development life insurance market model

Development model:

Organizing more courses to support recruitment

Training to increase recruitment skill

Enhance selling skills: handling objection, prospecting

Development model:

Organizing more courses to support recruitment

Training to increase recruitment skill

Enhance selling skills: handling objection, prospecting

Vietnam is a new and potential marketVietnam is a new and potential marketVietnam is a new and potential marketVietnam is a new and potential market

4 Stage of Life Insurance

ACTIVITIES NEXT YEAR

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Attendant Now 2009 Training program

BM 3 7 Leadership, AEM

Pre-BM&SM 3 4Coaching SkillSales supporting

AS 2 6customer serviceProspecting Seminar NBSS

ACTIVITIES NEXT YEAR

Training Plan

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BM

No Time Training program

1 1 day Leadership

2 1 day MA Seminar

3 1 day Recruiting Planning

4 1 day Coaching Planning

5 1 day planning & controlling

6 2 days how to manage a branch office

7 2 days Professional Images (Outsourcing)

Compile New training programs

ACTIVITIES NEXT YEAR

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SM & Pre-BM

No Time Training program

1 1 day Leadership

2 2 days Coaching Skill

3 1 day How to support Agent sell first policy

4 2 days Professional Images

Compile New training programs

ACTIVITIES NEXT YEAR

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AS

No Time Training program

1 1 day Customer service

2 1 day Prospecting Seminar

3 1 day NBSS Seminar

4 2 days Worksite Marketing Seminar

5 1 day Financial planning for VIP customers

6 2 days Group Insurance

ACTIVITIES NEXT YEAR

Compile New training programs

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ACTIVITIES NEXT YEAR

Develop trainer• Profession Training Trainer-

Taiwan /outsourcing/self training• Increasing training capacity & quality • Supporting SM &BM to raise their performance • Training AS to become professional agent

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DOMEDOME

KASHKASH

TTTTTT

Training PlanTraining Plan DiagnosisObjectivesMethodsEvaluation

PrepareExplainShowObserveSupervise

KnowledgeAttitudeSkillHabit

Training Training methodmethod

PESOSPESOS

Training Training objectiveobjective

ACTIVITIES NEXT YEAR

Develop trainers

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Training AG

And LeadersSupporting

Agency team design new

courses

Training Trainer to TrainPA, FFCDSS, RSS, advance courses

Establish Training Center

Coach trainers

Complete training map

Recruit Trainer &

set up training

system

(Da Nang, Can Tho)

ACTIVITIES NEXT YEAR

Support Agency

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Cathay’s vision

The leading financial

group in Asia

The best training

environment in its peer in Vietnam

Training dept’s vision

Study Mature

Change →Creative

Teamwork

ACTIVITIES NEXT YEAR

Vision