I am going to interview the bancassurance of Taikang Life Insurance Guangdong Branch, including supervision, planning and channel management. What is the specific task?

These three positions are backstage positions, and generally do not undertake sales tasks, but the year-end bonus will be calculated according to the tasks of the branch.

I don't know if the second floor refers to the requirement of becoming a regular employee. Taikang in some areas will require. Regular life insurance companies are not allowed to do back office business. Of course, you can also introduce it to the salesman of your company. If you are willing to make a commission, the salesman will return his commission to you.

Supervision training, planning and channel management are all positions that newcomers can start, and they don't have to have work or management experience.

Supervision training is the work of supervision and group training, and it is responsible for the performance tracking of bank insurance account managers, the promotion and tracking of plans, and the operation of morning meetings and evening parties.

Planning is a position responsible for making planning plans according to business objectives and rhythm, such as making an incentive plan for sprinting at the end of the year or making a good start.

As long as the channel management cooperates with the channel manager of bancassurance to do the outreach maintenance of the bank, the cooperation between the two parties will be smoother, and they will be responsible for the relevant training arrangements and contacts between the two parties.

Then explain the training. General life insurance companies are specialized in personal and bank insurance training departments. If there is no training department, there will be special training posts, training courses will be held, and sometimes some routine training work will be undertaken (such as improving sales skills and learning new types of insurance). Friends on the second floor may mainly introduce you from the perspective of sales, and I will make some supplements from the perspective of back office.