Certified Lecturer of China Lecturer Network
Gold medal lecturer in bancassurance marketing
Graduated from Sichuan University with a major in law. He has more than 10 years of experience in the financial industry and 7 years of experience in financial training. Financial Planner, PTT TTT Authorized Instructor. Bancassurance precision marketing project first-hand.
He used to work in the head office of an insurance company as the project leader. Edited and promoted the Organizational Management Manual at the head office level. He used to be the manager of the business department of a first-class center, and summarized a number of training results in the actual practice of first-class marketing. Awarded the Special Contribution Employee of the Head Office.
During his tenure as a consultant, he provided strategic development planning solutions for several national financial institutions. 2020-2021 National Head of the "Gathering Love" Project of Bank of China Head Office. From 2018 to 2019, he was the road speaker of the head office of the Postal Savings Bank of China "Marketing Power Empowerment of Thousands of Outlets", the person in charge of the project team and the tutor. He has led the transformation business projects with the head offices of many insurance companies, such as Bank of China Samsung Life Insurance, Bank of Communications Kanglian Life Insurance, Fude Life Insurance, United Life Insurance, Zhongying Life Insurance, etc.
In 2018, he served as a full-time lecturer, and has taught more than 500 lectures so far, providing more than 600 outlets with skill guidance such as insurance business capacity improvement, sales improvement, and outlet salon improvement.
He is good at teaching direction
He is good at national and provincial project design and planning.
He is good at national and provincial project promotion and management.
He is good at first-class marketing practice, customer group classification development, network salon operation and insurance marketing courses.
Core courses include:
Courses: "Customer Group Stratification Marketing", "Zero Distance ** Invitation", "Network Salon Practice", "Precision Marketing Project Operation", "Bank Insurance Period Payment Fast Sales Logic", "NBSS Demand-Oriented Marketing Process", etc.
Project category: Founder of the joint project of "TMT Marketing Power Empowerment and Improvement Training", the founder of the joint project of "PIM Precision Marketing Project", and the founder of the project of "531 Network High-frequency Salon Project".
Some project cases
Postal FinancePostal Savings Bank's network transformation and insurance marketing project in five provincesA total of 120 outlets in Shandong, Jilin and Jiangxi provinces have been transformed and provided long-term insurance business counselingTransformation of 55 outlets in Zhejiang and Hubei and long-term insurance business counseling. The satisfaction rate of the comprehensive training and coaching is more than 98%!
Project Leader of the Salon of Bank of China Head OfficeFrom 2020 to 2021, it provided salon teaching services for more than 10 branches across the country for two consecutive years, which was highly satisfied by the service parties.
Long-term payment project of a provincial branch of the Postal Savings BankHe served as the project team leader and tutor, and reached more than 70 million long-term premiumsExceed the challenge task and promote the 11 prefectures and cities in the province to fully complete the task!
TMT insurance marketing project of a city branch of ICBCA total of more than 30 million long-term premiums have been generated, which has improved business and consolidated the marketing foundation of the branch in a short period of time.
Bank of Communications Prefecture City Branch Precision Marketing Salon Project, 18 outlets to complete 10 million long-term delivery.
Cross-competition training and counseling of a postal savings city branch, a good start to achieve the goal, an increase of 4 times compared with last year!
6.Lead the futures delivery business project of Bank of China Samsung Head Office and the marketing project of Bank of Communications Kang Branch.