Finance For Life Insurance Sales Professionals (FLISP)

Another First from The Pioneer of Training for Life Insurance Salespersons

Changing times require new knowledge. FLISP is a simple, but conceptually strong course in finance that helps the salesperson in any level in the sales hierarchy to learn the fundamentals of finance that today’s market conditions demand.

Course Content

  • Financial planning of individuals
  • How do individuals decide investment decisions
  • Investment decisions and customer psychology
  • Risk / return, liquidity and duration in investment decision-making
  • Asset-liability matching for individuals
  • Individual investment portfolio construction
  • Handling objections related to mutual funds
  • The market for traditional life insurance products
  • The market for ULIP products
  • Product positioning of life insurance products
  • Concept selling and cross-selling
  • Selling to HNIs
  • Earning professional and emotional trust of HNIs

The Course will teach you how to sell traditional life insurance products in a market where customers are increasingly becoming more knowledgeable about financial matters. At the same time the Course teaches you how to sell ULIPs, especially to higher net worth individuals.

Faculty

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

Eligibility

Any salesperson or marketing executive in the life insurance sector

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

In the classroom 5 days. Online video training 2 hours on each alternate day for 15 days.

Evaluation

Evaluation will be through an oral and written test at the end of the training program. Scoring a minimum of 50 % marks and maintaining a 100 % attendance is necessary to be certified.

Certification

On successful completion of the Course IIST will issue a certificate of merit.

Your Responsibilities

100 % attendance whether online or classroom. 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 suggestions made in 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

For classroom coaching - Rs. 10,000 per person (non-residential) (plus GST) for the course. Online video coaching fee will be Rs. 7,500 per person (non-residential) (plus GST). The fee does not include participant lodging, breakfast, dinner and other snacks. It also does not include trainers’ outstation travel, boarding and lodging. In addition to the fee the organizers will be required to pay for the cost of travel, boarding and lodging of the trainers as extra for classroom coaching.

How To Register

You will need to form a group of at least 30 persons 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

Are you selling life insurance to a market that believes more money could be earned in mutual funds, shares, derivatives and cryptocurrencies ? Are you finding it difficult to overcome the objections to life insurance as an investment product for long-term financial planning ?

YOU HAVE ARRIVED AT RIGHT PLACE


Come and learn the exact method of selling life insurance as a long-term investment product for long-term financial obligations.