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TRANSCRIPT
Bachelor degree
Age 24-45
IC license
Evaluation • Behavior• Social skill• Future ambitions
Fundamental Program• Program Orientation• MDRT Specific Goal Setting• Sales Cycle & Process• Prospecting & FHC• Product knowledge• Technology Support• Ops & Customer Services
Investment & Wealth Planning Program• Basic Investment• Mutual Funds, RMF, LTF• ULP Design• ULP Sales Practice• Wealth Management• Personal Investment• Assessment
Road to MDRT• Market Overview• New Trends in Insurance• Activity Management• Guest Speakers• ILP Club• Professional Image• Inspirational Seminars• Customer Events• Personal Business Plan
Agents FY Salary match Investment and potentialWealth Access Scheme.UNDER CONSTRUCTION
Panel interview process
Training Roadmap
Phase 1 (1st month/15 days)
Phase 2 (2st month/5 days)
Phase 3 (3rd month/15 days)
Qualifications Benefits of success
E X E C U T I V E S E A R C H P A R T N E R S 518/5 Maneeya Center, Penthouse Floor, Ploenchit Rd, Lumpini,Pathumwan, Bangkok, 10330. Tel:+66(0)2-254-8265 Fax:+66(0)2-652-0567 Email:[email protected]