Please register (it's free!) or login to view the remaining preview.

If you are logged in, your referral link [?] is automatically included below.

EMBED CODE (Copy and Paste)

DOCUMENT DESCRIPTION

Insurers are constantly adjusting to the challenges from new regulations, customer complaints and more recently mis-selling incidents identified by regulator from mystery shopping.

This presentation deck is designed for insurance and financial intermediaries & practitioners to enhance their professional sales standards, embrace the selling process with compliance requirements, and adopt the best practices where applicable from US, Canada, and Asian countries such as Australia, South Korea, Singapore, Hong Kong and China when promoting insurance and financial products to the customers.

The benefits are to enable participants to assess their sales process and provide opportunities to (i) identify the control weaknesses and areas for improvement after completing the self-assessment program ( with a total of 55 Practical Questionnaire); (ii) enhance the Sales Model with Compliance & Professional Standards; and (iii) re-establish better customer relationship & retention.

Barkis Ip is the author who has over 25 years of financial industry experience in senior management roles with global bank and insurance companies which included AIA/AIG, HSBC, and MetLife. More recently, he has been involved in a range of consulting projects, M & A reviews & monitoring programs supporting financial institutions in Asia.

He is also current acting council members of both Asia Financial Risk Think Tank and IMCHK. IMCHK is the Hong Kong chapter of the International Council of Management Consulting Institutes (ICMCI), the largest professional body for management consultants worldwide.

Mr Ip holds a Bachelor of Commerce degree and a Master of Science in e-Commerce (with distinction). He is a Fellow of CPA Australia and of the Hong Kong Institute of Certified Public Accountants. He is also a Chartered Company Secretary, a Registered Financial Planner and a Certified Management Consultant by profession.

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Sales Practice Governance Assessment for Insurance Practitioners in Asia PowerPoint document

Sales Practice Governance Assessment for Insurance Practitioners in Asia

Sold by barkis2014 (view author profile)

$79.00

ALL FEES INCLUDED

Add to Cart

This business document is categorized under the function(s):

Governance, Risk, & Compliance

It applies to Financial Services (Other)

File Type: PowerPoint (pptx)

File Size: 3.3 MB

Number of Slides: 50 (includes cover, transition slides)

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Dec 28, 2014

Ask the Author a Question

Must be logged in Click here to log in

CUSTOMER TESTIMONIALS

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox."

– Michael Duff, Managing Director at Change Strategy (UK)

"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500

"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for the customer, Flevy and the various authors. This is truly a service that benefits the consulting industry and associated clients. Thanks for providing this service. "

– Jim Schoen, Principal at FRC Group

"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy

"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me in a fraction of the time and money of other solutions. I strongly recommend FlevyPro to any consultant serious about success."

– Bill Branson, Founder at Strategic Business Architects

"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work."

– Omar Hernán Montes Parra, CEO at Quantum SFE

"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC

"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Manager at Technology Transformation Advisory

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy usually has just what I need to make my point.

It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients."

– Ed Kemmerling, Senior Lean Transformation Expert at PMG

"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting

"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group

"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The quality of the decks available allows me to punch way above my weight – it's like having the resources of a Big 4 consultancy at your fingertips at a microscopic fraction of the overhead."

– Roderick Cameron, Founding Partner at SGFE Ltd

"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership

"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World

"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?

The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

CUSTOMERS ALSO BOUGHT THESE DOCUMENTS

ISO 19011:2018 (Auditing Management Systems) Training 129-slide PowerPoint deck $69.00 Author: Operational Excellence Consulting Audit Management	CMMI V 1.3 Documentation Toolkit Excel workbook and supporting ZIP $890.00 Author: Adaptive US Inc. CMMI	ISO 9001:2015 (QMS) Awareness Training 79-slide PowerPoint deck $59.00 Author: Operational Excellence Consulting Quality Management & Assurance ISO 9001	Preparing Powerful Board Papers 50-slide PowerPoint deck $129.00 Author: Clarity College Corporate Board
Complete Guide to Risk Management (M_o_R) 129-slide PowerPoint deck $70.00 Author: Dartview Consulting Risk Management	ISO 14001:2015 (EMS) Awareness Training 72-slide PowerPoint deck $59.00 Author: Operational Excellence Consulting Sustainability	Assessing Risk Matrix Excel workbook and supporting Word $35.00 Author: Champo	ISO 27001 Documentation Toolkit Excel workbook and supporting ZIP $455.00 Author: Adaptive US Inc. ISO 27001
Adaptive Business Resilience Toolkit 19-slide PowerPoint deck and supporting ZIP $499.00 Author: Adaptive US Inc. Business Resilience	Business Continuity Planning (BCP) & Disaster Recovery (DR) Templates Excel workbook $49.00 Author: giovanni Business Continuity Planning Business Impact Analysis	Business Continuity Plan (BCP) Template 20-page Word document and supporting ZIP $39.00 Author: Boris Agranovich Business Continuity Planning	How to Develop and Evaluate Key Performance Indicators (KPIs) 13-page PDF document $68.00 Author: greggli KPI