Sample list of Short Duration training programs:
For agents/advisors/direct marketing executives in any channel of distribution
(Programs range between 2 – 5 days each)
Program Title |
Contents |
No. of Days |
The Most Closely Guarded Secret of Highly Successful Agents |
Prospecting and Getting Appointments |
2 |
Take the Big Leap to Professionalism |
Fact Find, Needs Analysis, |
3 |
Present Benefits not Features |
Product Presentation |
2 |
The Challenge of Selling Life Insurance |
Objection Handling |
3 |
Selling Traditional Products in the Modern Market |
Positioning life insurance products in the total basket of financial products |
2 |
Graduate Beyond Your Natural Market |
Getting References |
1 |
Relationship Marketing |
Relationship with existing customers |
2 |
Foundations of Wealth Management |
Investment risk, return, yield, asset allocation/portfolio management |
3 |
Financial Markets and Products |
Normal savings avenues, life insurance, ULIPs, money markets, debt markets, and share markets |
3 |
Financial Designing |
Planning for children, retirement planning NRI & HNI wealth management, planning for youth |
3 |
Selling Traditional Products in the Modern Market |
Positioning life insurance products in the total basket of financial products |
3 |
The short duration programs are regularly conducted at Pune. Enquire with IIST today for more details on the programs scheduled at Pune.
Customized and tailor made programcs for agents and direct marketing executives can be designed using the training design expertise of IIST.
The Short Duration Programs can be conducted at any location subject to a minimum of 35 participants