Insurance companies stop selling special training on how to invite customers (12 page). ppt

1. Key issues (1) Determination of customer level -5. 1, over 35 years old; 2. If the mobile phone number has been used for 3 years, the last meeting distance now is no more than 2 months; 3. For customers who have not raised objections to insurance and bought wholesale insurance, it is best to pay the fees on their behalf; 4. Businessmen (agricultural suppliers, agents, rural doctors, entertainment industry, growers, working rich people, etc.). ). Determine the customer level -5. Don't be 1, a stranger you met in the last three months, 2. Strong customers, 3. Overrational professional customers, 4. Surrender customers, 5. Customers with high financial expenses. Four. Invitation focus 1. The family financial report is not only about insurance, but also the most authoritative consulting company in China. Ms./Mr. Beijing Guofeng, the chief consultant, makes professional investment and financial planning for us. 2. Those who can make money do not necessarily manage money, and those who can invest do not necessarily manage money. Consultants will rationally allocate and plan your business and family assets, so whether you buy insurance or not, it will help your business and family. The 20th century is an era of knowledge economy. If you want to become richer, you must constantly accept new knowledge and new ideas. The delegates attending this financial report are all successful people like you. You can not only hear financial knowledge, but also become a platform for successful people to communicate with each other. More importantly, the only remaining "life-long endowment insurance" in the market is about to stop production, which will be the swan song of "life-long endowment insurance" in the insurance market. 6. According to the different levels and needs of customers, you can also use the following words: A. Our company specially invited experts to give lectures, and you will learn the latest financial management concepts and knowledge, which is believed to be beneficial to your family financial management and career management! B, this is an innovative service form of our company for high-end customers. The invited participants are elites from all walks of life in our city. It is really hard for everyone to get together, and it may even bring you new business opportunities! C. Our thank-you meeting prepared expert lectures, company information release, prize-winning questions and answers, lottery and so on. At the same time, we also specially hosted a luncheon for you, which will not affect your work and life. I hope you must attend! D, this is the first high-end customer service activity held by the company, with high grade and limited places, which has made a lot of preparations for your arrival. I hope you will attend, otherwise I can't explain to the leader! 5. The core of the invitation speech is constantly emphasized-the benefits that this symposium will bring to customers! New knowledge: not only talk about insurance, but also pay attention to new knowledge and concepts of investment and financial management: investment can make money, but you may not necessarily make new financial planning: rationally allocate and plan the assets of enterprises and families, and experts will give you good advice and great benefits: lottery, gifts, luncheon and qualified prospective customers.