Reporter :Jojo Yeh 2012/ 06 /29

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Reporter Reporter :Jojo Yeh :Jojo Yeh 2012/ 06 /29 2012/ 06 /29

description

Marketing & Training Division. Reporter :Jojo Yeh 2012/ 06 /29. Agenda. Performance Review. A. Q3 INCENTIVE. B. Training Report. C. 1. PFYP performance. Unit :Million. 2011. 2012. ↑59%. 2. He adcou nt Performance. Total Headcount : 11,359 23% Full-time agent - PowerPoint PPT Presentation

Transcript of Reporter :Jojo Yeh 2012/ 06 /29

Page 1: Reporter :Jojo Yeh 2012/ 06 /29

ReporterReporter:Jojo Yeh:Jojo Yeh2012/ 06 /292012/ 06 /29

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BB Q3 INCENTIVE

CC Training Report

Performance Review AA

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20112011

20122012

Time Target PFYP2012 / 06 8,100 4,646

2012/ 01-06 54,790 26,374

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BM SM EAS↑ SAS IA

13/2011 64 749 859 3,667 11,956

06/2012 45 322 277 2,013 8,702

Difference -19 -427 -582 -1,654 -3,254

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All headcount are decline.

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CC Training Report

Performance Review AA

BB Q3 INCENTIVE

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SteadyDeveloping

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In order to create a pleasant working environment and strengthen the communication of the agent.1

To strengthen the sales performance2

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Subsidize Expenses Standard:• SAS↑ Personal sale≥ 5M 500,000/person•CRD/RD/TWC/BM/BDO: 300,000/person 8

Standard FYC(*)VNĐ PFYP(*)VNĐ Reward

Basic of the Table 258,492,300 516,984,600 40M VNĐ Company paid the annual

membership fee (550 USD) MDRT membership card (2 box)

Court of the Table 775,476,900 1,550,953,800

Top of the Table 1,550,953,800 3,101,907,600

Also need to cumulative 6 months 13wkms persistency≥ 45%

OBJECT SAS↑ SM↑ BM RD CRD

Travel Reward StandardInclude

IAPersonal

IncludeSub-unit

Motherunit

SubordinateWinner

Optional 1 county in Southeast Asia (10M)

250 125 800 400 5 8 10

Taiwan or South Korea 500 250 1,600 800 5 8 10Japan or Australia 1,000 500 3,200 1,600 5 8 10

Also need to cumulative 6 months 13 wkms persistency ≥ 38%

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Through the promote way of honor and bonuses. To upgrade agent’s personal sale.

To develop an effective organization

Since 7wkm, SAS will not have the qualification of Recruiting 1

Create a professional sale habits and strive to become a super star member (PFYP at least ≥30M a quarterly).2

Personal sale can improve the agent’s salary and retention 3

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Membership Standard

Personal PFYP / quarter

Reward / quarter

Silver 30 M Silver membership identification card

Gold 50 MGold membership identification cards +

specially designed card(1 box) + bonus 2M

Standard Ranking Reward Value

1. Top 10 Personal saleAccumulated PFYP ≥30M

2. Top 10 UL saleSale Policy ≥ 2

1

Phone Card

5,000,000

2 ~ 3 2,000,000

4 ~ 6 1,000,000

7 ~ 10 500,000

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Implement PFC coursesFollow Training Department standards, two

hours a day total 5 days, 10 lessons.

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Each month, SM at least promote one IA to SAS. If SM don’t promote one SAS per wkm, CRD should hold the critique meeting.

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BB Q3 INCENTIVE

Performance Review AA

CC Training Report

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The Purpose is to survey the recruit Situation of IA.

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RegionOffice

May June

CT 3 2

DN 2 2

DNAI 5 4

HN 4 2

HP 1 2

HCM 4 4

Total 19 16

14 Focus on IA quality Selection

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RegionProvince

May JuneCT 0 0DN 3 1

DNAI 1 1HN 5 1HP 2 1

HCM 2 1Total 13 5

IA from provinces are mostly <30To avoid waste cost advice once every two months

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Month Register Joined Test Qualify IA

April 1841 633 576

May 1772↓ 766↑ 703↑16

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From 01.05-31.05.2012

Region PassPercentage

(%)

CT 107 15%

DN 88 13%

DNAI 107 15%

HN 226 32%

HP 87 12%

HCM 88 13%

Total 703

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09/6/2012

Purpose: 1.To improve sales skills of our Agents2.To develop training skills of BDOs/ SM3.To make sure that our training Legal Compliance follows Vietnam Insurance Law

23/6/2012

Step 1:Composing New PFC_

Draft Version

Step 2:Sending &

Collecting their Feedback from ATD Centers

Step 3:Coposing New

PFC_Final Version

Step 4: Launching PFC_Final Version

16/7/2012

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PFC Cards (Storage: ATD Dept)1.Agents will receive PFC cards when finishing IA courses2.When promote to position of EAS, agent requires to fulfill PFC card

PFC Cards (Storage: ATD Dept)1.Agents will receive PFC cards when finishing IA courses2.When promote to position of EAS, agent requires to fulfill PFC card20

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06/6/2012 18/6/2012

Step 1:MeetingTraining, IT, AA, Audit

Step 2:Compose Process

Draft_version

Step 3:Request for approval of Relevant Directors

Step 4: Sending

request for IT

26/6/2012

Purpose: 1.To fix IA course management problems2.To make sure that our training Legal Compliance follows Vietnam Insurance Law

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Policyholders card CI card

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