Want FREE Templates on Organization, Change, & Culture? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

Sales Practice Governance Assessment for Insurance Practitioners in Asia   50-slide PPT PowerPoint presentation (PPTX)
$79.00

Sales Practice Governance Assessment for Insurance Practitioners in Asia (50-slide PPT PowerPoint presentation (PPTX)) Preview Image Sales Practice Governance Assessment for Insurance Practitioners in Asia (50-slide PPT PowerPoint presentation (PPTX)) Preview Image Sales Practice Governance Assessment for Insurance Practitioners in Asia (50-slide PPT PowerPoint presentation (PPTX)) Preview Image Sales Practice Governance Assessment for Insurance Practitioners in Asia (50-slide PPT PowerPoint presentation (PPTX)) Preview Image Sales Practice Governance Assessment for Insurance Practitioners in Asia (50-slide PPT PowerPoint presentation (PPTX)) Preview Image Sales Practice Governance Assessment for Insurance Practitioners in Asia (50-slide PPT PowerPoint presentation (PPTX)) Preview Image Sales Practice Governance Assessment for Insurance Practitioners in Asia (50-slide PPT PowerPoint presentation (PPTX)) Preview Image Sales Practice Governance Assessment for Insurance Practitioners in Asia (50-slide PPT PowerPoint presentation (PPTX)) Preview Image Sales Practice Governance Assessment for Insurance Practitioners in Asia (50-slide PPT PowerPoint presentation (PPTX)) Preview Image Log in to unlock full preview.
Arrow   Unlock all 18 preview images:   Login Register

Sales Practice Governance Assessment for Insurance Practitioners in Asia (PowerPoint PPTX)

File Type: 50-slide PPT PowerPoint presentation (PPTX)

$79.00

Add to Cart
  


BUY WITH CONFIDENCE

Immediate digital download upon purchase.
Lifetime document updates included with purchase.
Fully editable & customizable PPTX document.
Trusted by over 10,000+ organizations.

DESCRIPTION

This product (Sales Practice Governance Assessment for Insurance Practitioners in Asia) is a 50-slide PPT PowerPoint presentation (PPTX), which you can download immediately upon purchase.

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 support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Insurance PowerPoint Slides: Sales Practice Governance Assessment for Insurance Practitioners in Asia PowerPoint (PPTX) Presentation, barkis2014


$79.00

Add to Cart
  

OVERVIEW

File Type: PowerPoint pptx (PPTX)
File Size: 3.3 MB
Number of Slides: 50 (includes cover and all slides)


ABOUT THE AUTHOR

Author: barkis2014

Barkis Ip FCPA, FCIS, CMC, RFP, BCom, MSc
Director & Principal Consultant
LB Asia Consulting Limited, Hong Kong

Barkis has over 25 years financial industry experience in senior management roles with his earlier career as the Financial Controller of an insurance company. He moved into sales management when he joined AIA in Australia as an Agency Manager in providing financial planning services. [read more]

Ask the Author a Question

Must be logged in

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.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials





Customers Also Like These Documents

Related Management Topics


Integrated Financial Model Insurance Digital Transformation Business Capability Model Coworking Strategy Development Example Business Transformation Customer Experience Cyber Security Mobile Strategy SaaS Subscription Manufacturing Education Energy Industry

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.