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How to write a performance report after the insurance salesman has made a good start?

The following information is for your reference, hoping to help you: Insurance Social Practice Report Today is May 5th, and I ended my last day of internship in Zhongshan Branch of China Life Insurance. Go to the branch at 5 o'clock in the afternoon to stamp the internship appraisal, and then go back to the company dormitory. It may be the only time in my two-month internship that I got off work before six o'clock. When I thought of this, the scenes of the internship came to my mind again, and my heart turned to a five-flavored bottle. I don't know why I was moved or why I felt, but my eyes were moist. I arrived in Zhongshan City on March 5th, reported to the branch on the same day, rested for one night, and was assigned to work in the second business area of a dangerous city the next day. Sun Yat-sen National Life has seven business areas, two of which are in urban areas and five are in townships. "Chenger" has become the word with the highest frequency in our mouth since then. It is my honor and honor to be assigned to Chenger. This is the truth. It is said in the society that today's college students are "high-minded but low-minded". I was not convinced or even angry when I heard such comments at school before, and I really realized that this statement was actually true when I really went to work. When I first arrived at the company, I knew little about the insurance industry, knew nothing about the work content, and didn't know anything about the group training work. I was just a blank sheet of paper waiting to be drawn. So my expectant internship began. At the beginning of March, after the Spring Festival, the last month of the first quarter is a "good start" period for insurance companies, and it is also the last stage of the business sprint in the first quarter. In order to achieve business goals, insurance companies will adopt a sales channel called "conference marketing" in addition to the sales method of insurance agents (marketers), which is what we call product briefings. The production meeting is a process of inviting prospective customers to the designated venue, creating a pleasant environment, inviting lecturers to give special lectures, and finally promoting orders on the spot by salesmen. The first product briefing I attended was the second day (Saturday) when I reported to Cheng Er, and the "Glory Zhongshan, CEO Summit" was held at Shangri-La Hotel, which was organized by the Personal Insurance Sales Department of Zhongshan Branch and also provided a kind of support for the performance sprint of each business area by using the resources and strength of the branch. But most of the time, in order to achieve the quarterly and monthly performance tasks, each business area has to organize its own production meeting, which means that each business area has to bear its own venue fees and drinks fees, and at the same time it has to bear a lot of risks, because a production meeting may sing hundreds of thousands of tickets on the spot, or there may not be a single ticket, so for a high-end market like Shangri-La, it means spending 4, yuan to invite customers to eat a meal or drink morning tea, but people walk away for tea. What impressed me the most was the evening briefing held in Yongyi Business Club on April 3rd. There were 5 customers at the scene and a banquet was held around 9 tables. On that day, I did etiquette, gift display and singing list registration. As the briefing went on, my heart beat faster and faster, because it was time for the end of the banquet, and customers kept leaving, but there was not a single note. At that moment, I was at a loss. I didn't know how to write a short message to report my performance to the boss later, and my brain was blank. Finally, Yinxiang workplace handed in two bills when we had packed up the equipment, and added another bill by phone on the way back. It was the most miserable production meeting I had ever experienced, with three bills sung on the spot and a total premium of 3,63 yuan. If the insurance company is compared to a person in the business briefing, "performance" and "manpower" are equivalent to two legs, supporting the whole body of a person. But performance is also achieved and realized by manpower, so in the final analysis, what insurance companies fight for is "manpower". To paraphrase Chairman Mao's words is the most appropriate here-many hands make light work. Therefore, after the "good start" in March, it was the "four-five linkage" that vigorously increased staff. While sprinting for performance, we constantly sought new blood to inject into our team. In fact, the seminar is equivalent to our campus lecture. Similarly, some people do special topics and others share them, which will stimulate the hidden pain in your heart, impress and convince you with emotion and reason, make you full of expectations for joining the insurance industry and make you full of confidence in the future. In fact, I think everyone is eager for success and a high-quality life, but sometimes someone really needs to wake up your potential desire for success, which is the role of the creation meeting. Through the creation meeting, some prospective employees who are confused and confused about life and the future will choose the insurance industry and choose this challenging and relatively free career. Making posters with overwhelming posters was my first job after I arrived in City II, and my first poster, which I still remember, was "Tracking Table of Zero Breaking in Various Workplaces", because this poster was also affirmed by a workplace manager as "well written, very innovative, and it was the first time I saw the tracking table of zero breaking made like this, not bad, hard work". And this manager is the manager Li who later taught me a lot and gave me a lot of exercise opportunities. During the "good start" in March, the production meeting was basically held every other day, which was tense and hard. It was necessary to return to the dormitory after 11 o'clock in the evening, and special sessions were also held on weekends. Moreover, a large number of posters should be made on the second day of every production meeting to hype the workplace atmosphere and boost morale, so at that time, I worked overtime until nine o'clock and ten o'clock every day. During the "Four Five Linkages" recruitment period, posters were also an indispensable way of publicity. Just yesterday, several colleagues and I worked overtime until ten o'clock to make posters. In fact, there are many skills in making posters, which should be beautiful but not too fancy. The most important thing is to achieve the publicity effect and motivate the salesmen. For fonts, color matching, and layout design, we must make good plans and arrangements, which will be explored and summarized from practice. However, when I first arrived at the company, I was full of passion. Even if I worked overtime late, I still felt happy and fulfilled even though I was doing a monotonous job like posters. I sincerely said that I liked this job. Nanlang Training During my internship, I had three days to go to the Kunlun Hotel in Nanlang, Zhongshan to be the teaching assistant of the sixth training course for the manager of the Young Eagle Project Group. My task is to help teachers do some classroom work, debug equipment, play music, score students and publish scores statistics. During my three days in Nanlang, my biggest gain was that I really realized the motivation of those salesmen to make orders and increase staff. Nanlang training made me understand where the motivation of the following salesmen was when the workplace manager was doing business promotion, and understood the reason and purpose of the insurance company always organizing various trainings, which made me know more clearly what the lecturer did and how to do it, and also made me think further about my direction. In my internship report in Yinhai Workplace, it may not be comprehensive enough or detailed enough, but there is one place where a term is absolutely indispensable, and that is "Yinhai Workplace". In an insurance company, each team is called a workplace. The job of group training is to assist the workplace manager to manage a team well, ensure the good operation of the team, and make achievements is the ultimate goal. I first went to Chenger with Chen Chunyan to do internship training in Dongfang Long workplace. A week later, for some reasons, I changed to Fang Shuting to take her to Yinhai workplace for internship training. During my internship in Yinhai, I saw how the best team in this legend works. Yinhai Morning Meeting has a standard process and an active atmosphere. Everyone really learned something from the morning meeting and was inspired, so they face a new day with hope and courage. The career manager of Yinhai has given me many opportunities to study and exercise. I have presided over the morning meeting in Yinhai, worked on the topic of the morning meeting, worked as a customs clearance officer, made a decree propaganda, and planned and presided over the whole process of his personal reunion ... In this process, I have made a lot of PPT, EXCEL forms and WORD documents, and my proficiency in the use of office automation tools has been greatly improved. It takes several minutes to make a light film from the beginning. The supervisors in Yinhai workplace also gave me great support and cooperation. As an internship group, they gave me tolerance and understanding for the bad things I did in my work and gave me many effective suggestions. I am very grateful to them. Fang Shuting's group training is a senior and excellent group training. She has strict requirements and is rigorous in doing things. At first, she just asked me to do some odd jobs, such as posters, photocopying, etc., without touching the data, the team and the workplace. For this reason, I was very depressed for a while. I kept telling myself that I should keep working hard and do everything she told me first to make her satisfied. Only by doing these things well can she win her trust and she can trust me to do other work. And I put myself in the other's shoes. I think she and I are so similar. If I don't have absolute trust in someone, I won't give him the job to finish. In the end, I can basically achieve the desired effect in all the tasks assigned by teacher Xiao Fang. Of course, I also made mistakes, but I also told myself that I could correct my mistakes and just don't make the same mistakes next time. But if you don't do something, of course you won't do anything wrong, because there is no chance to make mistakes. Under the instruction and guidance of teacher Xiao Fang, with constant encouragement and self-encouragement, I quickly absorbed new things and grew up quickly. But I still don't understand a lot, and I'm not completely clear about my future work. Of course, this is the motivation and direction for me to continue my study in the future. I am very grateful to teacher Xiao Fang, who taught me the two most important things in my work: communication and efficiency. During my two months of internship, I also have a deep understanding of these two points. Many things may be delayed because of poor communication at work. If communication is timely, some mistakes can be avoided and saved, which I have experienced. Efficiency is a must and requirement in any job. Because things are complicated and trivial, efficiency is even more important in group training in insurance companies. Summing up my two-month internship in Sun Yat-sen's National Life, I learned knowledge that is not available in books, that is, real practical experience and work experience. I spent the transition period from university to society in enrichment and busyness, and I felt a lot of emotions. It's a long story. I have learned a lot. To sum up, the key words are as follows: communication and efficiency; Thinking and executing; Feeling and summarizing; The last one is "interpersonal relationship". For us who are about to step out of the campus, we have a beautiful vision for the future, full of passion, full of ambition and passion to realize our dreams. As the saying goes, "If you dream, there is hope", and the people who succeed in the end are those who firmly believe that "I can do it". So, let's stride forward, bravely meet the storm, face the challenge, and strive for success! ! !

Further reading: How to buy insurance, which is better, and teach you how to avoid these "pits" of insurance.