Course curriculum

(Click to reveal)

    1. Before we begin

    2. A Day in the Life of a Successful Bancassurance Agent

    3. A day in the Life of a Successful Bancassurance Agent Quiz

    4. A Day in the Life of a Successful Bancassurance Agent. What's the Big Idea?

    5. Basic Sales Skills

    6. Basic Sales Skills.... quiz

    7. Basic Sales Skills. What's the Big Idea?

    8. Skills for effective face to face selling in the Bancassurance channel

    9. Skills for effective face to face selling in the Bancassurance channel....Quiz

    10. Skills for effective face to face selling in the Bancassurance channel. What's the Big Idea?

    11. The Branch as an Insurance Distribution Channel

    12. The Branch as an Insurance Distribution Channel.... quiz

    13. The Branch as an Insurance Distribution Channel....What's the big idea?

    14. Insurance and Investment Products, Having the 'Right' Conversation

    15. Insurance and Investment Products, Having the 'Right' Conversation....Quiz

    16. Insurance and Investment Products. What's the Big Idea?

    17. Telemarketing to the Bank's Client Base

    18. Telemarketing to the Bank's Client Base....quiz

    19. Telemarketing to the Bank's Client Base.... What's the Big Idea?

    20. Building Effective Referrals

    21. Building Effective Referrals.... quiz

    22. Building Effective Referrals....What's the big idea?

About this course

  • 22 lessons
  • 5.5 hours of video content