Critical Success Factors in Bancassurance

Critical Success Factorsin Bancassurance

Bucharest, 2011Neil Diamond

Welcome & IntroductionsWelcome & Introductions

Who is Neil Diamond What are the critical success for

training in Bancassurance Trust and why is it so important Professionalizing the channel How can LIMRA help?

Critical Success FactorsCritical Success Factors

“Training is a critical part of the overall business performance, some

might even say the most critical”

Critical Success FactorsCritical Success Factors

“Training is a critical part of the overall business performance, some

might even say the most critical”

1.Who needs to receive training

2.What kind of training is required?

3.Who will be responsible for providing the training and checking the student has learnt what is required

Trust & why is it so importantTrust & why is it so important

What role does trust (or mistrust or lack of confidence) play in shaping customer engagement?

What aspects of what we do (within the retail financial markets) harm trust?

What are the drivers of trust in determining choice of service provider?

Professionalizing the channelProfessionalizing the channel

What professional standards best create a perception of trust amongst consumers?

How important are the following elements in driving trust Qualifications

Ethical standards

Continuous personal development

How can LIMRA help?How can LIMRA help?

Developing Successful Bancassurance Distribution – Senior Executives

Leading Successful Bancassurance Distribution – Senior Team Manager/General Supervisor

Supervising the Sale – Team Manager

Bancassurance Selling – Sales Manager

Lead Management – Bank Teller

Contact detailsContact details

Neil Diamond

Mobile: +44 7803 149855

Office: +44 1923 437685

e-mail: susan.martin@limraeurope.com

Critical Success Factors in Bancassurance

Documents

Critical Factors

Critical Success Factors

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