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