This document provides a daily checklist of activities for managing an insurance sales team. It includes tasks such as addressing the team, arranging work allocations, authorizing staff, bonding with team members, convincing and counseling them, creating and developing new ideas, directing and drafting action plans, enquiring about progress, facilitating team needs, generating tour programs, helping team members, influencing the market, interpreting product information, leading teams, learning updates, listening to team members, motivating teams to meet goals, negotiating, obtaining resources, promoting activities, qualifying team members for competitions, reading financial news, recruiting new members, selling concepts over policies, transforming performance, underwriting new proposals, visualizing team member needs, winning with a positive attitude, x
This document provides a daily checklist of activities for managing an insurance sales team. It includes tasks such as addressing the team, arranging work allocations, authorizing staff, bonding with team members, convincing and counseling them, creating and developing new ideas, directing and drafting action plans, enquiring about progress, facilitating team needs, generating tour programs, helping team members, influencing the market, interpreting product information, leading teams, learning updates, listening to team members, motivating teams to meet goals, negotiating, obtaining resources, promoting activities, qualifying team members for competitions, reading financial news, recruiting new members, selling concepts over policies, transforming performance, underwriting new proposals, visualizing team member needs, winning with a positive attitude, x
This document provides a daily checklist of activities for managing an insurance sales team. It includes tasks such as addressing the team, arranging work allocations, authorizing staff, bonding with team members, convincing and counseling them, creating and developing new ideas, directing and drafting action plans, enquiring about progress, facilitating team needs, generating tour programs, helping team members, influencing the market, interpreting product information, leading teams, learning updates, listening to team members, motivating teams to meet goals, negotiating, obtaining resources, promoting activities, qualifying team members for competitions, reading financial news, recruiting new members, selling concepts over policies, transforming performance, underwriting new proposals, visualizing team member needs, winning with a positive attitude, x
• ARRANGING – Everyday u must Arrange the work allocation to ur staff and to ur Agents • AUTHORISING – Everyday u must Authorised ur personal staff to deliver the paperwork to LIC Office • BONDING – Everyday u must create extra Bonding with ur team members • CONVINCING – Everyday u must Convince ur team members “Yes U CAN” • CORRESPONDING – Everyday u must keep corresponding to ur Team members and personal staff • COUNSELLING – Everyday, Every Moments u must be busy with Counselling with ur Team Members & Staff • CREATING – Everyday u must be a Creative person for ur Team Members, Staff & for ur family • DEVELOPING – Everyday u must Develop new idea to grab the opportunity of Month of MARCH • DIRECTING – Everyday u must monitor for given Directives to ur Team members & staff • DRAFTING – Everyday u must keep Drafting New Action Plans • ENQUIRING – Everyday u must keep Enquiring activity of ur Team members, Staff and probable prospect • FACILITATING – Everyday u must provide day to day Facilities to ur Team Members NB Introduction as well as Completion • GENERATING – Everyday u must keep Generating ur Tour Programme with ur Team Members • HELPING – Everyday u must increase Help speed by 24x7 to all the corners of ur Marketing area • INFLUENCING – Everyday u must use ur Influence to tap the market to make it favourable to ur Team • INTERPRETING – Everyday u must explain or Interpret the glossary of LIC to ur Team Members • LEADING – Everyday u must act like a warrior who can Lead on all fronts • LEARNING – Everyday u must keep on Learning the new updates which will be helpful to ur Team Members • LISTENING – Everyday u must be a good Listener to prove u r a true leader • MOTIVATING – Everyday u must keep Motivating to Team Members, Staff to reach their desired Goal • NEGOTIATING – Everyday develop Negotiating Skill • OBTAINING – Everyday u must Obtain the daily inputs like NB, Club Membership, Advances to Team, Club Galaxy, Office stationary,Broucher, Circulars etc • PROMOTING – Everyday u must Promote New Marketing Activities for ur Team Members • QUALIFYING – Everyday u must keep track of Team Members to Qualifying them for competition • READING – Everyday u must keep Reading of Financial News to keep Updated ur self • RECRUITING – Everyday u must keep New members Recruiting objectives when u r in market • SELLING – Everyday u must focus on Concept Selling than a Policy • TRANSFORMING – Everyday u must always keep effort Transforming from Ordinary to Extra Ordinary • UNDERWRITNG – Everyday u must tell ur Team Members keep Underwriting New Proposals of New Business • VISUALISING – Everyday u must Visualise the pulse of ur Team Members • WINNING – Everyday u and ur Team Members must have Winning Attitude • XEROXING – Everyday u must plan in advance for Xeroxing important document to serve ur Team Members • YEARNING – Everyday u must keep Yearning means Involving ur Team Members and ur staff • ZONE REFINING – Everyday u must keep ur Comfort Zone Refining This is an Intellectual Property of Disha Academy