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)

Related Topic(s): Insurance

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

"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

"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)

"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

"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

"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

"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

"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 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

"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

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

Insurance Company Business Capability Model 1-page PDF document $30.00 Author: R Bradley Consulting Business Capability Model Insurance	Insurance Taxonomy Excel workbook $30.00 Author: R Bradley Consulting Insurance	Life Insurance - Communications & Competitive Strategy Plan 70-slide PowerPoint deck $30.00 Author: The Dogged Consultancy Strategy Development Example Insurance	Strategic Plan Document Template 38-page Word document and supporting Word $99.90 Author: Haines Centre Strategy Development Example
Strategic Analysis of the Industrial Maturity - Cement Industry 158-page PDF document and supporting PowerPoint deck $199.00 Author: Youssef AIT AKKI Strategic Analysis Strategy Development Example Cement	Strategy Development Process - Mining Industry 39-slide PowerPoint deck $99.00 Author: STRATICX Strategy Development Example Mining Industry	Business Model Design Report 218-slide PowerPoint deck $109.99 Author: Documents & Files Business Model Design Strategy Development Example	Growth Strategy Report 50-slide PowerPoint deck $59.99 Author: Documents & Files Strategy Development Example
Marks & Spencer Strategic Analysis 26-page Word document $49.00 Author: Arbalest Partners Strategy Development Example	Construction Company Business Capability Model 1-page PDF document $30.00 Author: R Bradley Consulting Business Capability Model	Utility Company Business Capability Model 2-page PDF document $30.00 Author: R Bradley Consulting Business Capability Model	Retail Bank Business Capability Model 1-page PDF document $30.00 Author: R Bradley Consulting Business Capability Model