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Marketing and Training Division Performance Report for August 2023

This report provides an overview of the Marketing and Training Division's performance as of August 2023, highlighting key metrics and trends. The report details the headcount trends, productivity metrics, and sales targets. It outlines ongoing training initiatives for new agents and managers, aiming to enhance professional skills and boost sales performance. The report concludes with an assessment of current achievements and future recruitment efforts to sustain growth. Participation in basic and advanced training courses is also emphasized to develop our workforce further.

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Marketing and Training Division Performance Report for August 2023

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  1. Marketing & Training Division Reported by Le Kim Minh

  2. Marketing Department

  3. Agenda Performance Introduction I II BM Training 1

  4. Performance introduction Premium & PFYP ( ) is percentage of Vietnamese Target 3% growth rate than 7th WKM

  5. Performance introduction PFYP Trend 3

  6. PERFORMANCE INTRODUCTION Headcount Trend Part time ASSESS MONTH Full time 5,003 TOTAL 5

  7. PERFORMANCE INTRODUCTION Headcount Trend New IA PROMOTED SAS

  8. First month IA 1 policy ratio

  9. PERFORMANCE INTRODUCTION Target 5mil Average Productivity (M)

  10. INCREASE SM PERSONAL SALES Target 60%

  11. Conclusion Head- count • After assessment from 7th WKM, we continue to recruit more new agents • Sale Target do not reach but keep growing . • Full time’ productivity need improve. • SM personal sale is becoming more stable but we still need to improve. PFYP

  12. AGENDA BM Training II 1

  13. How do we keep the rapid growth? • More new BM joined to our company • More SM promoted to BM • Need to learn more professional skills • Know our company cultures and regulation • Help our company future development

  14. Content of BM training Day1: • Introduction of BM’s responsibility • How to attract agents to join morning meeting? • How to improve sales management? • How to make monthly plan? • Knowledge of company operation

  15. Content of BM training Day2 • How to make CIW more effective? • How to Make PRP and PFC? • How to encourage and motivate agents? • How to increase sales during weekend time? Keep follow up assignment +homework certificate

  16. Training Department

  17. OUTLINE THIS MONTH ACTIVITIES NEXT MONTH PLAN

  18. THIS MONTH ACTIVITIES CONDUCT BASIC TRAINING COURSES TRAIN RSS & DSS FOR EAS, SM IA ‘S PRODUCTIVITY IN 1 ST MONTH SUPPORT AGENCY TO OPEN PROVINCIAL COURSES COACHING FOR NEW TRAINERS

  19. THIS MONTH ACTIVITIES NEWS • ACE (VN) starts to sell one new product • Global accident insurance • SA : 250 mil - 2 bil vnd • Ex : SA 1bil : 1.75 mil vnd • Starting date : 26/08/2010 Source: Vietnambusiness.asia

  20. THIS MONTH ACTIVITIES 718 178 124 63 29

  21. THIS MONTH ACTIVITIES 718 616 570 474 559 511 104

  22. THIS MONTH ACTIVITIES IA ‘S PRODUCTIVITY IN 1 ST MONTH HANOI DONGNAI HCM DANANG CANTHO

  23. THIS MONTH ACTIVITIES INCREASE NO OF TRAINING COURSES 4 COURSES 8 COURSES 22 TRAINING COURSES/MONTH

  24. THIS MONTH ACTIVITIES RSS & DSS IN TURNS PROVINCIAL COURSE

  25. THIS MONTH ACTIVITIES BDO TRAINER

  26. NEXT MONTH PLAN BASIC COURSES & ADVANCED COURSES COACHING FOR NEW TRAINERS SUPPORT HAI PHONG OFFICE JOIN AGENCY MEETING SHOOT FILM ABOUT THE WHOLE TRAINING PROGRAM PA & FFC FILM ABOUT TOP SALE AGENTS FOR MOTIVATION IN AGENCY

  27. THANK YOU FOR YOUR LISTENING!

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