1 TRAINING DEPARTMENT DECEMBER, 2008 Present :Eric

2 1 2 文字 Make attendant reports 3 4 Adjust basic training program for AS (5+2) Train SM & BM Club Check activity cards (QC passed) Training result 1 5 ACTIVITIES IN THIS YEAR

TRAINING RESULTS Finished and Trained 5 Basic Courses : –PA, FFC1,FFC2 (for agents) –DSS, RSS (for SM) Designed and rehearsal 4 Advance Courses : –Professional BM class –Roles of BM –Pre-BM class –Leadership ACTIVITIES IN THIS YEAR

4 NoCourse ClassesTotal learners HCMHanoiTotalHCMHanoiTotal 1AS (I) AS (II) IA RSS DSS BM SM Pre BM Total ACTIVITIES IN THIS YEAR Total courses (31 Dec 2008)

5 ACTIVITIES IN THIS YEAR Training model in Taiwan → Translate and Apply New AG PA,FFC (10 days) On the job training Vietnam is a new market, sales and recruitment skills of AS and IA are not well so their productivities is low Agency leaders’ recruitment & development skills need to enhance

6 ACTIVITIES IN THIS YEAR Training model in Vietnam → Revise New AG PA,FFC (5days) Advanced FFC (2days) PFC (3weeks) On the job training  Filling activities diary  Managing activities cards  Prospecting  Introducing basic product  Handling objection  Operation  Terms & conditions  Introducing riders  Compensations  Benefits of recruitment ＋ 12 Basic courses

7 BM BM Club SM SM Club Building trainee managers: - BM Club - SM Club : Enhance leadership skill: Management skill Attitude Operation 6 Problem: sales leaders often change their job Solution: Develop and promote our Sales leaders Train Pre - Sales Leaders ACTIVITIES IN THIS YEAR

8 Compile training programs BM NoTimeTraining program 15 daysProfessional BM 21 dayRoles of BM 36 weeksBM club

9 ACTIVITIES IN THIS YEAR Compile training programs SM & pre BM NoTimeTraining program 18 weeksProfessional pre BM 22.5 daysRecruiting skill seminar 32.5 daysDevelopment skill seminar

10 12 th Cathay working month NoBM Pre BM, SM, AS QC Pass (200cards above)Passed 1Nguyễn Thu Hằng4025% 2CHEN MING JEN40410% 3 Nguyễn Hải Hồng Châu29414% 4LIAO CHAO NING32516% 5Trần Hoàng Phong8179% Total % Purpose: Let AS have good habit and enough potential customers Result: QC Pass rate is low, need to keep check until have good habit Check FC cards (QC passed) ACTIVITIES IN THIS YEAR

11 To help sales leaders control their agent attended course or not and invite candidates rejoin the class timely ACTIVITIES IN THIS YEAR attendant report During Training Period

12 Training Vision 1 1 Training map Develop Trainers Support Agency ACTIVITIES NEXT YEAR

13 New market Speed up recruiting Increasing loyal agents sales result Developing traditional channels and new channels 1 st stage Mature market Developing focus market Cross selling 2 nd stage3 rd stage4 th stage Development life insurance market model Development model:  Organizing more courses to support recruitment  Training to increase recruitment skill  Enhance selling skills: handling objection, prospecting Development model:  Organizing more courses to support recruitment  Training to increase recruitment skill  Enhance selling skills: handling objection, prospecting Vietnam is a new and potential market 4 Stage of Life Insurance ACTIVITIES NEXT YEAR

14 AttendantNow2009Training program BM37Leadership, AEM Pre-BM&SM34 Coaching Skill Sales supporting AS26 customer service Prospecting Seminar NBSS ACTIVITIES NEXT YEAR Training Plan

15 BM NoTimeTraining program 11 dayLeadership 21 dayMA Seminar 31 dayRecruiting Planning 41 dayCoaching Planning 51 dayplanning & controlling 62 dayshow to manage a branch office 72 daysProfessional Images (Outsourcing) Compile New training programs ACTIVITIES NEXT YEAR

16 SM & Pre-BM NoTimeTraining program 11 dayLeadership 22 daysCoaching Skill 31 dayHow to support Agent sell first policy 42 daysProfessional Images Compile New training programs ACTIVITIES NEXT YEAR

17 AS NoTimeTraining program 11 dayCustomer service 21 dayProspecting Seminar 31 dayNBSS Seminar 42 daysWorksite Marketing Seminar 51 dayFinancial planning for VIP customers 62 daysGroup Insurance ACTIVITIES NEXT YEAR Compile New training programs

18 ACTIVITIES NEXT YEAR Develop trainer Profession Training Trainer- Taiwan /outsourcing/self training Increasing training capacity & quality Supporting SM &BM to raise their performance Training AS to become professional agent

19 ACTIVITIES NEXT YEAR Develop trainers

20 Training AG And Leaders Supporting Agency team design new courses Training Trainer to Train PA, FFC DSS, RSS, advance courses Establish Training Center Coach trainers Complete training map Recruit Trainer & set up training system (Da Nang, Can Tho) ACTIVITIES NEXT YEAR Support Agency

21 Cathay’s vision The leading financial group in Asia The best training environment in its peer in Vietnam Training dept’s vision Study  Mature Change →Creative Teamwork ACTIVITIES NEXT YEAR Vision