How to do a good job of insurance sales staff?

First, the marketing staff should strengthen theoretical learning, knowledge of the insurance varieties marketed as well as a solid business knowledge.

Both to master the main business knowledge, but also to be familiar with the more cold business knowledge; both a high level of policy theory, but also to be able to specifically introduce a variety of business operation process; both familiar with the traditional business, but also to keep abreast of emerging business. If you can't familiarize yourself with the characteristics of each type of insurance, you can't market it better to your customers. The actual situation of each customer is different, which requires us to be different, with the knowledge we usually learn to compare that one insurance is more suitable and favorable to the customer, and effectively for the benefit of the customer.

Secondly, we should be sincere, diligent, careful and new in our approach to customers and marketing work.

The so-called "sincerity" is to speak honestly. Integrity is the cornerstone of the modern market economy, is the bridge of mutual communication with customers, in dealing with customers only sincerely want to treat, words and deeds are consistent with the urgent need of customers, think of customers, in order to win a customer's trust, in exchange for a customer's sincerity.

The so-called "hard" is to talk hard, run hard. Only regular communication and exchange with customers to understand customer trends, know what customers want, in order to adjust the marketing strategy in a timely manner, to capture business opportunities, in the fierce business war to seize the first opportunity.

The so-called "fine" is to be meticulous. Work from the smallest place to start, before making the marketing of customers have a full understanding of their customers to know what they value, what they need to discover the vast world of cooperation, and at the same time to be careful observation, see the people did not see, want to think of people did not want to capture the new business opportunities hidden behind things.

The so-called "new" is to innovate the way of service, marketing can not stay in the traditional customary thinking and practices, we must combine the new marketing concepts and service methods organically, to maximize to meet the increasing demand for customer service. In the marketing of insurance requires us to focus on the comparison of business characteristics between products, to be combined with the characteristics of the customer, combined with the characteristics of the product, to change the past crude publicity and marketing mode, to create a "financial way to publicize the marketing" of the new ideas.

Third, improve psychological quality, perfect service skills.

To do a good job of marketing insurance, marketing personnel to be mature, healthy, to withstand the trials and tribulations, can rationally deal with setbacks and failures. Also have positive initiative and pioneering spirit. At the same time, there should be strong interpersonal communication skills, language, demeanor, form and temperament charismatic. In character to be enthusiastic and cheerful, in the language to be funny and humorous, in dealing with thorny issues to be flexible and adaptable, in the business operation to be cautious and responsible.

Fourth, the launch of a strong insurance publicity and marketing campaign, and actively seize the business market.

Taking full advantage of television, radio, newspapers and other news media and printed publicity materials, through publicity reports, postal advertising, counter information, street consultation and other means, a full range of publicity, the introduction of special business varieties, publicize the achievements of the Bank in recent years, and effectively enhance the Bank's social visibility and influence, and vigorously promote the expansion of the insurance business market.

In addition to this, the marketing staff should also have legal knowledge, economic knowledge, to master the basic knowledge of marketing, but also to be physically active, actively participate in the practice. To master the skills of marketing self, presentation skills, product promotion skills, communication skills with customers, skills to deal with rejection, etc.. To have the ability to comprehensively use a variety of knowledge to provide customers with a variety of alternative investment and financial solutions.