“个人寿险业务人员综合开拓考核规定.ppt

总公司个险综合开拓部 2008年10月 ——《个人寿险业务人员综合开拓考核规定（2009版）》 宣导报告 活动为王，09启航 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 个销产业务渠道的主管待遇部分进行了调整：调整个销产固定津贴计算方式，新增个销产经理固定津贴系数。从2009年1月1日起开始执行。 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 综合开拓基本法升级 取消个销产主管活动率奖金项目； 调整营业部经理、展业课长、展业处经理三个层级主管的个销产固定津贴计算方式。 原个销产主管固定津贴 个销产固定津贴=所辖团队当月达成的个销产险财务实收保费*5%*4% 个销产固定津贴=所辖团队当月达成的个销产险财务实收保费*5%*4%*K 调整后的个销产主管固定津贴 新设立系数K: 个销产经理固定津贴系数 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 计算依据：个销产险有效活动率 解读：个销产经理固定津贴系数 指标定义; 个销产险有效活动率=当月营业部个销产险有效活动人力/当月营业部在职人力； 个销产险有效活动人力定义：当月个销产险(累计)实收保费≥1000元的业务员人力 个销产 组织利益 成倍翻番！ Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 新旧政策比较 所辖团队个销产有效活动率越高，则主管利益越多，最高可达原方案下总利益的3倍！ Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. 某营业部业务员100人，某月该营业部个销产有效活动率26%，营业部当月个销产财务实收保费150000元。 则根据新基本法的待遇规定，营业部经理个销产固定津贴为： 150000*5%*4%*5=1500元； （一）营业部经理 计算方法简单、 易懂，轻松实现 组织利益翻N倍！ Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Clie