Marketing Capability Training

Insurance Sales Training & Bank Client Development

Focusing on insurance sales skills improvement and bank branch client development, providing practice-oriented training solutions for financial marketing teams

Get Marketing Capability Training Solution

Practical Marketing Training System

We provide systematic practical training for insurance and bank marketing teams, covering core capabilities such as sales skills, market development, and client maintenance.

Insurance Sales Training

  • • Insurance product sales techniques
  • • Client needs analysis methods
  • • Objection handling and negotiation skills
  • • Renewal maintenance strategies

Bank Client Development

  • • Branch client acquisition techniques
  • • Wealth management product sales scripts
  • • Client relationship maintenance
  • • Cross-selling strategies
Marketing Capability Training Practical Scenario

Target Marketing Teams

Insurance Agents

Improve sales skills and client conversion rates

32%
Performance Improvement Rate

Bank Relationship Managers

Enhance client development and maintenance capabilities

45%
Client Conversion Improvement

Marketing Team Supervisors

Master team management and motivation techniques

28%
Team Efficiency Improvement

Industry Customized Solutions

Banking Marketing Alignment

Branch Marketing Skills

Counter service and product promotion techniques

Wealth Management Product Sales

Risk assessment and product matching

Client Relationship Maintenance

Long-term client value management

Cross-Selling Strategies

Multi-product portfolio sales techniques

Insurance Marketing Alignment

Team Management

Agent recruitment and training

Sales Techniques

Product explanation and client persuasion

Client Development

Target client positioning and contact

Client Maintenance

Renewal reminders and value-added services

Marketing Training Effectiveness

Joint-Stock Insurance Company Marketing Team Training Project

Marketing team per capita productivity improved by 25%, customer satisfaction NPS score improved by 15 points

25%
Per Capita Productivity Improvement
45%
Client Conversion Rate Improvement
15
NPS Score Improvement
View More Insurance Cases

Customized Marketing Solutions for Insurance Industry

Consult now and get exclusive marketing capability improvement solutions