保额销售（Insured sales）.docVIP

保额销售（Insured sales） New peoples Congress training script New peoples Congress training sales flow chart New peoples Congress training scripts (1) Sales requirement interview First, telephone interviews telephone approach (1). Salesman: May I speak to Mr. Zhang, please? Im Mr. Wang, your friend. My name is Li Pingan. Im the customer manager of Ping An in China. Id like to visit you. For politeness, Ill call you first and ask for your permission. (2) reassure customers Salesman: you can rest assured, I just help you do a financial needs analysis. Your friend feels very good, and Im sure it will help you. (3) the two alternative determines the time of the meeting Clerk: which day is convenient for you this Wednesday or Thursday? Customer: maybe I dont have the time. Salesman: Mr. Zhang, Im just going to give you a demand analysis. It takes only 20 minutes. It wont take up much of your time. Would you like to see Wednesday morning? Customer: all right. Clerk: Thank you, Mr. zhang. I 11 on Wednesday morning in your company near the cafe waiting for you, Be There Or Be Square. Two, meet Salesman: Mr. Zhang, Im going to do a financial requirement analysis for you now. I need to ask you a few questions Three, calculate and explain the insured amount (customer information: 30 years old, intends to retire at the age of 55, monthly spending 2000 yuan) 1. count the insured amount Salesman: May I ask your age please? Your friend told me you were 30 years old, werent you? Client: 30 years old. Salesman: how much do you pay per month for the present family? Customer: around 2000. Clerk: you are the normal retirement age of 55, so you have 25 years from retirement, we calculated a number, you have no reason (with interest table): if you have 2109 yuan in the bank, the bank at 3% interest to us, you can get 10 yuan monthly from the bank, has been take at least 25 years. You are now spending 2000 yuan per month, 200 times the amount of 10 yuan, so you want to get 2000 yuan per month