Bancassurance Sales Training Masterclass November Live Online
12 November 2013 - 14 November 2013
Manila, Phillippines

Your Expert Trainer

International Bancassurance, Insurance Distribution & Wealth Product Development ExpertOver 30 Years of Experience in Bancassurance Sales!

International Bancassurance, Insurance Distribution & Wealth Product Development ExpertOver 30 Years of Experience in Bancassurance & Retail Financial Services SALES &..

About Your Expert Trainer


Effective sales training doesn’t just help to create skilled, motivated and profitable agency force—and, by extension, an equally profitable Bancassurance channel. It also helps attract the right people to you in the first place. Bancassurers that provide robust, comprehensive, ongoing training attract and retain the best candidates. It stands to reason if you invest in their long term growth and support their aspirations for success, then they will, in turn, invest in your long term growth and your aspirations for success.

This sales training masterclass is specially designed to equip you and your bancassurance sales teams with key resources and skills, in the context of Bancassurance, that will assist you in building and maintaining an effective Bancassurance sales agency channel.

Who Should Attend?

Despite the ever-increasing impact of technology, it is probably still true for most Bancassurers that your Branch based sales force are still on the front line of your Bancassurance strategy. Your Branch sales force are the ones most responsible for attracting and retaining customers. Properly equipped and motivated, they are also the ideal brand ambassadors for Bancassurance, both to your clients and your staff, because they should be highly invested not just in their own success, but in the success of your broader Bancassurance strategy as well. Yet while they may be expected to source and generate leads and new business independently, they don’t operate in a vacuum, they are highly dependent on the co-operation of their banking colleagues and the effectiveness of the overall Bancassurance strategy.  Your sales agents need more than just your Bank’s brand and a seat in the branch to succeed. They need the ‘three-legged stool’ of: Skill, Motivation and Opportunity.

This masterclass is aimed at Managing Directors, Directors, Heads of Departments, Managers & Executives Senior responsible for:

  • Bancassurance Sales
  • Agency Sales
  • Branch Banking/Branch Management
  • Bancassurance/Insurance Distribution
  • Bancassurance/Insurance Marketing

Improve Sales! Why Attend?

  • Learn how to leverage the distribution capability that exist within your organisation.
  • Understand the what it takes to build a truly successful Bancassurance sales force.
  • Improve market share and profitability of your Bancassurance sales agents.
  • Strengthen sales management through ‘train the trainer’ style resources.
  • Learn how to build long run success through sales practices based on service, expertise and advice.
  • Recognise the importance of transparency, compliance and customer focus in building a sustainable Bancassurance sales force.
  • Learn the secret to success of successful insurance sellers
  • Understand the opportunities from effectively working together to build client propositions with customer facing bank staff such as loan managers.
  • Consider the role of a sales agent in the Bancassurance value chain – value adding trusted advisor or a distributor of product?
  • The importance of recruiting and nurturing the right people for the job
  • The sales agent, the branch and the branch manager- getting the relationship and the balance right
  • Understand the ‘3 right’s of Bancassurance for the Branch Staff 1: Asking the ‘do you need insurance?’ question effectively 2: A referral process that works 3: Recognition and reward programs that actually motivate them to support Bancassurance and make referrals.

Like More Information?

Email us today at! 

Register Now
Limited Passes are available

Knowledge Center

Visit the Download Centre to access related reports, articles, interviews and other useful resources

Quick Links

PIC – 40% cash back when you register for an Equip Global Conference or Training Course

The objectives of the PIC Scheme are the same as those of Equip Global. Both support investment in innovation, productivity and continuous training.

If you are a registered business in Singapore, you can enjoy huge huge tax savings in the form of cash payouts and/or tax deductions when you invest in training of employees. Your attendance at any Equip Global conference or training course is eligible for PIC credits, either as a 40% cash refund or 400% tax deduction. We will provide you with full supporting documentation after the event and assist you in getting the claim completed.

Continuous training and upgrading of your employees is key to the success of your organization. What’s more, boost your tax savings and claim 40% of your registration fee by attending an Equip Global conference or training course today. To do so, follow this simple 5 minute process:

  1. Select, register and pay for your conference/training course of your choice
  2. Complete the PIC form which you can download here:
  3. Attend the event, learn and network with industry peers
  4. File your receipt (which we will email you), record of attendance (which we will provide you at the event) and the completed PIC form with your accounts department which they will submit to IRAS to process the claim. If you do not have an accounts department or need help with the PIC claim, our staff will be very happy to assist.

Take advantage of the PIC scheme to upgrade your skills, gain the latest information in your field of work, and get access to the knowledge that can help drive your organizations’ performance and productivity.

For more information visit Terms and conditions apply.

Tell a Colleague

Bancassurance Sales Training Masterclass November Live Online
03 November 2020 - 05 November 2020
  • Thank you. We have sent an email with the event details to your colleague.
    [ Close Popup]
Copyright EquipGlobal 2017 All Rights Reserved