Approach mid-to-high-end customers

Author: Peng Zhenwu
Publisher:
Publish Date: 2004-01-01
Features: Based on the working experience and perspective of a senior insurance industry executive, the author explores and discusses the various dilemmas encountered by insurance agents in sustainable business operations and the ways to overcome these challenges. This includes the knowledge capital required for insurance agents to approach mid-to-high-end clients, the target market for these clients and its segmentation, the entry and management strategies for mid-to-high-end clients, the construction of family investment and financial planning models, the writing of financial planning proposals, and practical examples. This book serves as an invaluable training manual for insurance companies to build elite teams, cultivate top sales professionals, aggregate high-quality clients, reduce operational costs, and drive the sustainable, rapid, and healthy development of their business.