BSBINN301 BSBLED401 - Presentation.pdf - DEVELOP TRAINING AND LEARNING PLANS BY ANGELA FUERTES INTRODUCTION Experience in a CGU
 competitor insurance

BSBINN301 BSBLED401 - Presentation.pdf - DEVELOP TRAINING...

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DEVELOP TRAINING AND LEARNING PLANS BY ANGELA FUERTES
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INTRODUCTION ! Experience in a CGU competitor insurance ! Experience in the intangible sales market ! Has never worked in the insurance market
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GOALS AND OBJECTIVES Achieve 100% knowledge and compliance about: ! Insurance of CGU ! The Company ! The Market ! The Costumers ! Insurance Codes
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ORGANIZATIONAL REQUIREMENTS HUMAN RESOURCES ! Trainer ! Immediate boss ! Training for each area of the Company PHYSICAL RESOURCES ! Rooms ! Computer equipment ! Brochures ! Company manuals and procedures FINANCIAL RESOURCES ! Budget ! Retraining
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LEARNING GAP ANALYSIS ! For new employees before starting the training plan on basic concepts. A feedback will be granted.
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Unformatted text preview: LEARNING AND TRAINING STRATEGIES ! Self-study of the manuals ! Basic concepts on the insurance market, statistical data of sales and clients under his responsibility ! Role-plays in sales techniques ! Field work TRAINING EVALUATION PLAN ! Questions at the end of each training session ! Evaluations at the beginning of each training sesión ! Interactive evaluation carried out monthly to: ! Identify needs for retraining ! KPI’s ! Reward plans ! Rating grading (95%) LEGISLATIVE REQUIREMENTS ! Equal Employment Opportunity ! Anti-discrimination ! Ethical Principles ! The Fair Work Act 2009...
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