1. Understand the target customers
Define the target customer group: According to the characteristics of the insurance product and the market demand, clarify the basic characteristics of the target customer, such as age, gender, occupation and income level.
Market research: Through market research and data analysis, we can deeply understand the needs, preferences and consumption Xi of target customers in order to formulate more accurate sales strategies.
Identify potential needs: Analyze the risks and challenges that your target customers may face, so as to identify their potential needs for insurance products.
2. Determine the sales method
1. Direct visit.
Acquire prospect lists: Obtain prospect lists through business directories, trade associations, or social networks.
Make an appointment to visit: Make an appointment with the customer in advance to ensure that the customer is convenient to receive.
Prepared: Understand the client's background, needs, and concerns, and prepare relevant materials and cases.
Demonstrate expertise: During the visit, demonstrate your in-depth knowledge and expertise of the insurance product to increase customer trust.
2. **Sales.
Get the number: Get the number of the potential customer through legal channels.
Design an opening statement: Prepare a catchy opening line that will interest your client.
Clearly communicate product benefits: Communicate the key benefits and value of the insurance product clearly and concisely within a limited amount of time.
Dealing with rejections: Learn to deal with rejections from customers, be polite and try to find other sales opportunities.
3. Online sales.
Establish a platform: Create a platform such as a personal or company, social account, etc.
Optimize content: Publish high-quality content about insurance products to improve search engine rankings.
Interaction & Attraction: Engage potential customers through interaction, sharing, and collaboration.
Simplify the purchase process: Make sure that the purchase process on your ** or platform is concise and straightforward, making it easy for customers to place orders quickly.
4. Partnership.
Find partners: Establish cooperative relationships with enterprises or institutions in related fields, such as accounting firms, law firms, etc.
Develop a cooperation agreement: clarify the rights and obligations of both parties, as well as the mode of cooperation.
Share resources: Through partnerships, share customer resources and expand the potential customer base.
5. Hold lectures or seminars.
Determine the topic: Determine the topic of the lecture or seminar according to the needs of the target customer and the hot spots of the market.
Invite guests: Invite industry experts or celebrities as guests to increase the attractiveness of the event.
Publicity and promotion: Publicity and promotion of activities through online and offline channels.
Interactive sessions: Set up interactive sessions, such as Q&A, group discussions, etc., to better understand customer needs.
3. Precautions
1. Respect for customers: always maintain politeness and respect when communicating with customers, and avoid bringing unnecessary pressure to customers.
2. Professional knowledge and integrity: Make sure you have enough understanding of the insurance product and provide true and accurate information. Don't exaggerate the effectiveness of the product or hide important information.
3. Adapt to market changes: pay close attention to market dynamics and competitors, and adjust sales strategies and product portfolios in a timely manner.
4. Continuous follow-up: Maintain regular contact with customers, care about their needs and provide corresponding support and services. This helps to build long-term and stable customer relationships.
5. Legal compliance: Comply with relevant laws, regulations and industry standards to ensure that sales are legal and compliant. Do not engage in unfair competition or acts that harm the interests of our customers.
6. Training and Xi: Regularly participate in industry training and Xi courses to improve their professional knowledge and skill level. This will help you better serve your customers and improve your sales performance.
7. Team collaboration: Encourage cooperation and sharing among team members to achieve sales goals together. Establish a good team atmosphere and communication mechanism to improve overall work efficiency.
8. Customer relationship management: Establish a sound customer relationship management system, record customer information and communication details, so as to better understand customer needs and provide personalized services. At the same time, ensure the security and privacy protection of customer data.