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    Please use this identifier to cite or link to this item: http://ir.lib.ncu.edu.tw/handle/987654321/71836

    Title: 保險業務員專業技能升級之策略研究─以C公司為例
    Authors: 黃志堅;Haung,Chih-Chien
    Contributors: 高階主管企管碩士班
    Keywords: 金融保險業;產業升級;職涯發展;Finance and insurance;Industrial upgrading;Career development
    Date: 2016-06-23
    Issue Date: 2016-10-13 13:56:47 (UTC+8)
    Publisher: 國立中央大學
    Abstract: 本論文主要在研究金融保險業發展中透過「業務員專業技能升級」,以面對目前多元銷售通路所造成業務推廣限縮,以及因應科技金融時代來臨所帶來的衝擊,過程中更因專業不足所影響的保險業務員定著率下滑。透過個案公司業務員專業技能升級計畫分析,應著重於人才的發掘與專業技能教育訓練提升,此外,將保險業務員當作是公司資產,為員工訂定職涯晉升藍圖亦應列為企業經營裡的核心考量之一。
      金融保險業業務人員唯有時時為專業技能加強提升,才能面對多變的保險市場挑戰。只要企業能關注且用心於人才培訓的投資,加上更多角化進行,例如以產學合作來增加優質人才引進,可以有效減少金融保險公司在業務人才培育的成本,並可顯著提升金融保險公司的業務效能。;In the study, finance and insurance use ‘‘Professional sales skills upgrading’’ to solve multiple sales channels which narrows business promotion and response to the era of science and technology financial impact. Due to lack of professional influences insurance salesman retention ratio decrease in the process. Professional sales skills upgrading program analysis that we should focus on to discover talents and expertise to enhance the education and training through case company. Furthermore, the insurance sales ought to treat as company asset, and employees set career advancement blueprint should be considered as one of the core business.
    Enterprises will not progress without competition, especially in this era of financial and insurance, so cultivate existing talents and recruit new talent both are challenge for the financial and insurance.
    According to this study of satisfaction survey after professional sales skills upgrading trained, fully report that employees for education and training provided by the company hold a very high degree of certainty. In addition, other finance industry have been making relevant plans, but the results are beyond the expectation. After analyzing the reasons outlined below: (1) Because of cost, only for a single project to improve the problem. Due to financial and insurance industries are associated with many items, such as: medical, investment, taxation, etc., it is difficult to rely on a single policy to change. (2) Insurance industry mergers and acquisitions, only consider capital and inject customer which have no complete system of education and training, not just training people increases, how can we expect for the enterprise vitality. (3) Although the financial and insurance industry imitate each other, the corporate culture, habits, merchandise company policy is different and spent the time and resources on education is different, only can imitate the surface, of course, cannot bring change for the company.
    In fact, our finance and insurance sales knows, only from time to time to strengthen the promotion of professional skills for own insurance of changing market challenges is advantageous. As long as companies can pay attention to training and investment intentions, plus more were keratosis, in order to increase the quality of university-industry cooperation to the introduction of talent, can effectively reduce the company′s finance and insurance business training costs and significantly enhance finance and insurance company′s business performance.
    Appears in Collections:[高階主管企管(EMBA)碩士班] 博碩士論文

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