如何將投資型保單銷售成功關鍵,透過專家意見與見解方式,藉由他們在保險產業領域中的專才,進行訪談內容的修正與改進。探索出投資型保單銷售成功關鍵競爭優勢評估與準則,並確定銷售目標之層級架構,就是本研究探討的重點。 研究結果發現,「公司形象與信譽」與「產品特性」這兩大構面是投資型保單銷售成功關鍵的重要因素。依據前九項評估準則,即已超過全部評估準則69.01 % 以上,因此其餘的評估準則相對較為不重要。綜合研究結論:在競爭中尋找出「銷售策略」、「行銷手法」建立內外勤共識,為銷售與服務一起打拼,創造開發新產品的競爭優勢,以穩定的銷售策略帶動銷售成長,並結合社會福利聯盟,加強社會公益、推廣關懷活動,藉此開發欣欣市場,具備全面化銷售產能的成功因素。
How will the key to the success of the investment -linked products , expert advice and insights through the way , with their secondary was in the insurance industries, correction and improvement of the interview content. Explore investment-linked sales success and key competitive advantage assessment criteria , and to determine the level of sales target architecture is the focus of this research . Study found that " the company's image and reputation " and " product characteristics " of these two perspectives is key to successful investment -linked products is an important factor . Based on the assessment criteria before nine , already exceed more than 69.01% of all the assessment criteria , so the rest of the evaluation criteria are relatively unimportant . Comprehensive Study Conclusion: Looking out from the competition , " sales strategy ", " marketing tactics " to build consensus within and outside the ground , to sales and service work hard together to create a competitive advantage to develop new products in order to stabilize sales strategy to drive sales growth , combined with social welfare League , strengthen social welfare , promotion of care activities to develop Showtime market , with full production capacity of sales success factors .
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