How To Get Appointments
Another First From The Pioneer of Training For Life Insurance Salespersons
The course is designed for agents / direct marketing executives / financial advisors / financial consultants (and also for their supervisors who would like to sharpen their sales process skills).
First time in India
Course Content
- How to make telephone calls
- Preparation before making a telephone call for appointment
- Script for using to request appointments
- Practice script
- Get appointments
Each module is practical and gives you tools that can be used in the market.
Faculty
Highly dedicated faculty with years of experience in life insurance sales, marketing and in training will conduct the course.
Eligibility
Currently working as a licensed agent or as a direct marketing executive or a financial advisor or a financial consultant or as a supervisor of agents in any life insurance company or with any life insurance corporate agency or life insurance broker.
Course Conduct
There are two options for enrolment -
1. Online video training through Zoom/ Teams/ Google
2. Classroom training
Online video training will involve assignments which will have to be completed in order to continue in the course.
Duration
1 day in the classroom or 3 days online (2 hours per day for 3 days in a week).
Evaluation
Evaluation shall take place on the extent of skill absorption in the classroom, on the extent of its application on the field, 100 % attendance in the classroom, meeting the production norms of the course and the completion of all assignments.
Certification
On successful completion of the Course IIST will issue a certificate of merit.
Your Responsibilities
IIST guarantees the effectiveness of the program and teaching content on the condition that you will implement all that is taught in the Program. It is your responsibility to implement the training inputs of the Program.
Locations
The classroom Course can be conducted at any location within India subject to a minimum of 30 confirmed participants. For online video training, location may be in any town. No minimum number of participants for online video training.
Fee
Rs. 3,000 per person (non-residential) (plus GST 18 %) for the course. Boarding and lodging of the participants will be extra. Trainers’ (for 2 trainers), travel, boarding and lodging will be extra.
How To Register
You will need to form a group of at least 30 agents in your town in order to undertake the classroom Course. (This is not required for online video training). Register your interest by sending a WhatsApp message to +91 9860059397
