Certified Life Insurance Sales Manager (CLISM)

Another First from the Pioneer of Training for Life Insurance Salespersons

The course is for Branch Managers, Development Officers, Unit Managers, Sales Team Managers, Agency Managers, Team Leaders, Business Associates, Chief Life Insurance Advisors and other Direct and Indirect Supervisors of life insurance agents/advisors/financial consultants/direct marketing executives etc.

  • Practical techniques that can be implemented
  • Tried and tested techniques to manage agents or direct marketing sales executives
  • Manage your team for higher productivity

This course is also useful for agents/ advisors who wish to become unit managers or supervisors of agents.

  • It is designed to skill managers of sales to be successful as a coach, a manager and a leader of salespersons.
  • This management course is practical and sensitive to the issues and problems that supervisors of agents and other salespersons encounter on their job
  • CLISM provides easy-to-use techniques and many practical tips on controlling and motivating agents and other salespersons on the job.

This is a productivity linked course, and it is designed in such a manner that with the completion of each module the trainee will get tools to enhance his team’s productivity and his own income.

Course Content

  • Recruitment of agents
  • Managing the sales activities of agents
  • How to coach agents
  • Motivation of self and of agents
  • Leadership
  • Performance management
  • Self-development

This is a productivity linked course, and it is designed in such a manner that with the completion of each module the trainee will get tools to enhance his team’s productivity and his own income.

Each module is practical and gives you tools that can be used in the market. All tools are designed to increase your sales and your income. The course is designed to take you from one level of earning to another, earning sweet success every time a module is completed, and its tools are implemented in the field.

Faculty

Highly dedicated faculty with years of experience in life insurance sales, marketing and in training will conduct the course.

Eligibility

Currently working as Branch Managers, Development Officers, Unit Managers, Sales Team Managers, Agency Managers, Team Leaders, Business Associates, Chief Life Insurance Advisors and other Direct and Indirect Supervisors of life insurance agents/advisors/financial consultants/direct marketing executives etc.

Course Conduct

There are two options for enrolment -

1. Online video training through Zoom/ Teams/ Google

2. Classroom training

Duration

10 days in the classroom or 20 days online (daily 3 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. The conditions for certification include demonstrated daily working habits as prescribed, achieving business targets and maintaining the prescribed records.

Certification

On successful completion of the Course IIST will issue a certificate of merit, leading to the title of Certified Life Insurance Sales Manager (CLISM).

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. 20,000 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 persons/ managers 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