Certified Life Insurance Sales Manager (CLISM):  

Personalized Management Program for the Trainee

Customized for the Life Insurance Sector

First Time in India

Another First from the Pioneer of Education and Training for Life Insurance Sales Persons

The course is for Branch Managers, Development Officers, Unit Managers, Sales Team Managers, Agency Managers, Team Leaders, Business Associates, Chief Life Insurance Advisors and other Direct and Indirect Supervisors of life insurance agents/advisors/financial consultants/direct marketing executives etc.

  • It is designed to skill managers of sales to be successful as a coach, a manager and a leader of sales persons.
  • This management course is practical and sensitive to the issues and problems that supervisors of agents and other salespersons encounter on their job
  • CLISM provides easy-to-use techniques and many practical tips on controlling and motivating agents and other sales persons on the job.

This is a productivity linked course and it is designed in such a manner that with the completion of each module the trainee will get tools to enhance his team’s productivity and his own income.

Course Content

  • Recruitment of agents
  • Sales activity management
  • Coaching agents
  • Motivation of self and of agents
  • Leadership
  • Performance management
  • Self-development

This course is also useful for agents who wish to become unit managers or supervisors of agents.

Faculty : Highly dedicated faculty with years of experience in life insurance sales, marketing and in training will conduct the course.

Eligibility :   Persons who are currently working as licensed agent or a supervisor of agents in any life insurance company or with a corporate agency or a broking company can apply.

Evaluation :  Evaluation for certification shall take place on the extent of skill absorption in the classroom, on the extent of its application on the field, 100 % attendance in the classroom, meeting the production norms of the course and the completion of all assignments.

Certification : The conditions for certification include, amongst other conditions, demonstrated daily working habits as prescribed, achieving business targets and maintaining the prescribed records. On successful completion of the Course IIST will issue a certificate of merit.

Your responsibilities : IIST guarantees the effectiveness of the program and teaching content on the condition that you will implement all that is taught in the Program. It is your responsibility to implement the suggestions made in the Program.

Duration :  10 days. The group seeking training can decide whether they want training for 10 continuous days or whether they would like to spread the 10 training days over a period of time. The Program in Pune is usually conducted over a period of 6 months.

Locations : Pune, Bhubaneshwar, Cuttack, Tiruchchirappalli, Alappuzha, and Khozikhode The Course can also be conducted at any other location subject to a minimum of 35 confirmed participants.

Finance: Financial planning of individuals, risk return and liquidity considerations, goal setting, portfolio management, insurance as a financial product competing with other financial products, life insurance as a complete financial solution for customers.

Fee : Rs. 20,000 per person (non-residential) for the course. Fee includes courseware, lunch and tea during the program days, post training mentorship in person for Pune/Bhubaneshawar/Cuttack/ Tiruchchirappall/Alappuzha/Khozikhode based trainees and on the phone or email for traineesat other locations.

The fee does not include participant lodging, breakfast, dinner and other snacks. It also does not include trainers’ outstation travel, boarding and lodging for locations other than Pune, Bhubaneshwar, Cuttack, Tiruchchirappalli, Alappuzha, and Khozikhode.

For locations other than Pune, Bhubaneshwar, Cuttack, Tiruchchirappalli, Alappuzha, and Khozikhode: In addition to the fee the organizers will be required to pay for the cost of travel, boarding and lodging of the trainers as extra.

How to register : You will need to form a group of at least 35 agents in your town in order to undertake this Course. Those interested may contact us and indicate your interest so that we can accommodate you in courses that are conducted at other locations. Contact on phone +9198 600 59397 or send an email to ashok@insurancesales.in .

Payment : Payment is to be made by demand draft or cheque payable at Pune, drawn in the name of The Institute of Insurance Sales Training. For electronic payments directly to a bank account, the details of the bank account will be given on request.

Why you should undertake Certification programs from IIST?

To increase your earnings every time you complete a training module with us

To get a professional recognition never before available in the country

To become a prestigious member of an exclusive club of insurance sales professionals in the country