Presenting yourself convincingly and in a customer-centred manner when advising customers

idd
Versicherungskundschaft überzeugend und kundenorientiert beraten
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Communication

clock

Total time 60 minutes

In this e⁠-⁠training, everything revolves around a convincing appearance. Participants learn how to prepare carefully for customer meetings, how to be rhetorically convincing and how to maintain a good conversational tone. They learn how to convince with the right body language and a positive inner attitude, and how to master lapses and blackouts with confidence.

Teaser

Target group

  • Intermediaries and advisors who are active in the distribution of insurance products and employees who assist in brokering or advising on insurance products.

Learning objectives

  • Recognise that the content of arguments alone is not enough to advise and convince clients in the best possible way.

  • Understand that good preparation for client meetings has a positive effect on one's own self-confidence and gives clients the feeling that they are being advised in a targeted and client-centred way.

  • Successfully apply the rules for descriptive and comprehensible language

  • Use figurative language to stimulate the customers' mental cinema

  • Regulate one's own stress level in order to face clients in counselling in a self-confident and professional manner.

Competencies

Analyzing situations
Giving convincing presentations
Countering objections
Making yourself clear
Asserting yourself
Informing others
Arguing benefits
Providing clarity

Authoring tool

Rise

Methods

Enacted scenes
Moderated video lectures
Transfer tasks
Animated illustrative videos
Interactive elements
Key messages
Knowledge Check
These macrolearnings may also interest you
Fragetechniken zur Ermittlung der Bedürfnisse von Versicherungskundinnen und ‑kunden
iddQuestioning techniques to identify the needs of insurance clients
Wertschätzend und kundenorientiert kommunizieren in der Versicherungsbranche
iddCommunicate in an appreciative and customer-oriented way in the insurance industry
So funktioniert kundenorientierte Kommunikation in der Versicherungswirtschaft
iddHow customer-oriented communication works in the insurance industry
New e-trainings at PINKTUM
Ideen verwirklichen: Wie Sie Absichten in Taten umsetzen
macrolearningBringing Ideas to Life: Turning Intentions into Action
Im Unternehmenssinne denken: Verantwortung übernehmen, Entscheidungen treffen
macrolearningAdopt a Company-First Mindset: Own Your Actions and Make Decisions
Onboarding: Strategien für gelungenes Einarbeiten
macrolearningSeamless Onboarding: Proven Tactics for a Successful Start