How does the annuity account manager of Taiping Pension Enterprise visit customers?

In fact, the annuity account manager's visit to customers mainly depends on the appointment of the salesman, and the relationship level is not something you can get through. Therefore, the work you need to do when visiting customers should include the following three contents:

1, to know the basic situation of employees, benefits, age composition, and the history of paying supplementary pensions.

2, find out the enterprise's demand for annuity and the willingness to establish annuity, and lay the foundation for the subsequent annuity design.

3. Introduce the advantages of your company in operating enterprise annuity, and encourage the enterprise to sign a contract with you.

This should generally be the case, so I won't go into details. Good luck!