Another First from the Pioneer of Education and Training for Life Insurance Salespersons
Changing times require new knowledge. FLISP is a simple, but conceptually strong course in finance that helps the salesperson in any level in the sales hierarchy to learn the fundamentals of finance that today’s market conditions demand.
Course Content
- Financial planning of individuals
- How do individuals decide investment decisions
- Investment decisions and customer psychology
- Risk/return, liquidity and duration in investment decision-making
- Asset-liability matching for individuals
- Individual investment portfolio construction
- Handling objections related to mutual funds
- The market for traditional life insurance products
- The market for ULIP products
- Product positioning of life insurance products
- Concept selling and cross-selling
- Selling to HNIs
- Concerns and emotional needs of HNIs
- Earning professional and emotional trust of HNIs
The Course will teach you how to sell traditional life insurance products in a market where customers are increasingly becoming more knowledgeable about financial matters. At the same time the Course teaches you how to sell ULIPs, especially to higher net worth individuals.
Faculty: Highly dedicated faculty with years of experience in financial planning, life insurance sales, marketing and in training will conduct the course.
Eligibility: Any salesperson or marketing executive in the life insurance sector
Course Conduct: The Course can be conducted in classroom or through online video training. Online video training will involve assignments which will have to be completed in order to continue in the course.
Evaluation: Evaluation will be through an oral and written test at the end of the training program. Scoring a minimum of 50 % marks and maintaining a 100 % attendance is necessary to be certified.
Certification: On successful completion of the Course IIST will issue a certificate of merit.
Your responsibilities: 100 % attendance whether online or classroom. IIST guarantees the effectiveness of the program and teaching content on the condition that you will implement all that is taught in the Program. It is your responsibility to implement the suggestions made in the Program.
Duration: In the classroom 4 days. Online video training 2 hours on each alternate day for 15 days.
Locations for classroom training: The classroom Course can be conducted at any location within India subject to a minimum of 30 confirmed participants. For online video training, location may be in any town. No minimum number of participants for online video training.
Fee: For classroom coaching - Rs. 7,500 per person (non-residential) (plus GST) for the course. Online video coaching fee will be Rs. 7,500 per person (non-residential) (plus GST). The fee does not include participant lodging, breakfast, dinner and other snacks. It also does not include trainers’ outstation travel, boarding and lodging. In addition to the fee the organizers will be required to pay for the cost of travel, boarding and lodging of the trainers as extra for classroom coaching.
How to register: You will need to form a group of at least 30 agents in your town in order to undertake the classroom Course. (This is not required for online video training). Register your interest by sending a WhatsApp message to +91 8767959816