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How to write a performance report after an insurance salesman has made a good start?
The following information is for your reference and I hope it will help you: Insurance Social Practice Report Today is May 5, and I ended my last day of internship in Zhongshan Branch of China Life Insurance. At 5: 00 p.m., I went to the branch office to stamp for internship appraisal, and then I went back to the company dormitory. It may be the only time in my two-month internship that I get off work before six o'clock. Thinking of this, the scenes of internship reappeared in my mind, and my heart became a five-flavored bottle. I don't know why I am moved or why I feel this way, but my eyes are moist. I arrived in Zhongshan City on March 5th, reported to the branch office that day, rested for one night, and was assigned to work in the second business area of a dangerous city the next day. Sun Yat-sen National Life has seven business areas, two of which are in urban areas and five are in towns and villages. "Chenger" has since become the word with the highest frequency in our mouth. It is my honor and honor to be assigned to two. This is a fact. It is said in society that college students nowadays are "ambitious but low-minded". I was not convinced or even angry when I heard such comments at school before, and I didn't really realize that this statement was true until I really got to work. When I first arrived at the company, I knew little about the insurance industry, knew nothing about the work content, and knew nothing about the Yong ying work. I'm just a blank sheet of paper waiting to be painted. So my expectant internship began. At the beginning of March, after the Spring Festival, the last month of the first quarter is a "good start" period for insurance companies, and it is also the last stage of the business sprint in the first quarter. In order to achieve business objectives, insurance companies will adopt a sales channel called "conference marketing" in addition to the sales methods of insurance agents (salesmen), which is what we call product briefings. The production meeting is a process of inviting prospective customers to the designated venue, creating a pleasant environment, inviting lecturers to give special lectures, and finally facilitating orders on the spot by salesmen. The first product briefing I attended was the second day (Saturday) when I reported to Cheng Er. The "Glory Zhongshan, CEO Summit" was held at Shangri-La Hotel, which was organized by the Life Insurance Sales Department of Zhongshan Branch, and also used the resources and strength of the branch to provide a kind of support for the performance sprint in various business fields. However, in many cases, in order to complete the quarterly and monthly performance tasks, each business area has to organize its own production meeting, which means that each business area has to bear its own venue fees and drinks fees, and at the same time, it also has to bear great risks, because a production meeting may sing hundreds of thousands of votes on the spot, or there may be no votes at all, so for a high-end market like Shangri-La, it is to spend 4,000 yuan to invite customers to eat or have morning tea, but people walk away for tea. What impressed me the most was the evening briefing held in Yongyi Business Club on April 3rd. There were 50 customers at the scene and a banquet was held around 9 tables. I did etiquette, gift display and song list registration that day. As the briefing went on, my heart beat faster and faster, because at the end of the party, customers kept leaving, but there was no note. At that moment, I was at a loss. Later, I didn't know how to write a short message to report my performance to my boss, and my mind was blank. Finally, after we packed the equipment, the printing workshop submitted two bills and added another bill by phone on the way back. It was the worst production meeting I have ever experienced, and I sang three songs on the spot, with a total premium of 30,630 yuan. If an insurance company is compared to a person in a business briefing, "performance" and "manpower" are equivalent to two legs, supporting a person's whole body. But performance is also achieved and realized by manpower, so in the final analysis, insurance companies fight for "manpower". It is most appropriate to paraphrase Chairman Mao's words here-many hands make light work. Therefore, after the "good start" in March, it was the "four-five linkage" that vigorously increased staff. While sprinting for performance, we are constantly looking for fresh blood to inject into our team. In fact, the seminar is equivalent to our campus lecture. Similarly, some people do special topics and others share them, which will stimulate your hidden pain, impress and convince you with emotion and reason, make you look forward to joining the insurance industry and make you full of confidence in the future. In fact, I think everyone is eager for success and a high-quality life, but sometimes someone really needs to wake up your potential desire for success, which is the role of the founding meeting. Through the founding meeting, some prospective employees who are confused and confused about their life and future will choose the insurance industry and choose this challenging and relatively free career. Making posters with overwhelming posters was my first job after I arrived in the second year of the city, and the first poster I still remember is "Tracking Tables of Various Workplaces", because this poster was also affirmed by a workplace manager as "very well written and innovative. It's not bad and hard to see a tracking table with zero breaks made like this for the first time". And this manager is the manager Li who later taught me a lot and gave me a lot of exercise opportunities. During the "good start" in March, the production conference was basically held every other day, which was tense and hard. I don't go back to my dormitory until 1 1 in the evening, and there are also special performances on weekends. Moreover, every production meeting had to make a lot of posters the next day to hype up the workplace atmosphere and boost morale, so I worked overtime until nine o'clock every day at that time. Posters are also an indispensable way of publicity during the "four-five linkage" recruitment period. Just yesterday, several colleagues and I worked overtime until ten o'clock to make posters. In fact, there are many skills in making posters, which should be beautiful but not too fancy. The most important thing is to achieve the publicity effect and motivate the sales staff. For fonts, color matching and layout design, we must make good plans and arrangements, which are all summed up from practice. However, when I first arrived at the company, I was full of passion. Even if I work overtime late, even if I am doing such monotonous work as posters, I still feel happy and fulfilled. I sincerely say that I like this job. During Nanlang's training internship, I have three days to go to Sun Yat-sen Nanlang Kunlun Hotel to be the teaching assistant of the sixth training course for Young Eagle Project Team Manager. My task is to help teachers do some classroom work, debug equipment, play music, grade students and publish score statistics. During my three days in Nanlang, my biggest gain was that I really realized the motivation of those salesmen to make orders and increase staff. Nanlang training made me understand where the motivation of the following salesmen is when the workplace manager is doing business promotion, and the reasons and purposes why insurance companies always organize various trainings, which made me know more clearly what the lecturer did and how to do it, and also made me think further about my direction. In my "Hai Yin Workplace" internship report, it may not be comprehensive enough or detailed enough, but there is definitely a term in one place, and that is "Hai Yin Workplace". In insurance companies, each team is called a workplace. The job of group training is to assist the workplace manager to manage a team well, ensure the good operation of the team, and make achievements is the ultimate goal. For the first time, I went to Chenger with Chen Chunyan to do internship training in Dongfang Long workplace. A week later, for some reason, I changed to Fang and took her to the workplace for internship training. During my internship in Hai Yin, I saw how the best team in this legend works. The morning meeting in Hai Yin is standardized and lively. Everyone really learned something from the morning meeting and was encouraged, so they faced a new day with hope and courage. Professional managers in Hai Yin have given me many opportunities to study and exercise. I presided over the morning meeting in Hai Yin, worked as a customs clearance officer, publicized laws, planned and presided over the whole process of his personal reunion ... In this process, I made many PPT, EXCEL forms and WORD documents, which greatly improved my proficiency in using office automation tools. It takes several minutes to make a light film from scratch. The supervisor in Hai Yin's workplace also gave me great support and cooperation. As an internship group, they gave me tolerance and understanding for the bad things I did in my work and gave me many effective suggestions. I am very grateful to them. Fang's group training is an advanced and excellent group training. She is strict and rigorous. At first, she just asked me to do some odd jobs, such as posters and photocopying. Don't touch the data, don't touch the team, don't touch the workplace. For this reason, I was very depressed at one time. I always told myself that I should continue to work hard and do everything she told me first to satisfy her. Only by doing these things well can she win her trust and she can trust me to do other work. I put myself in others' shoes. I think she is too much like me. If I don't have absolute trust in a person, I won't give him the job to finish. Finally, in all the tasks assigned by teacher Xiao Fang, I can basically achieve the expected results. Of course, I also made mistakes, but I also told myself that I could correct my mistakes, just don't make the same mistakes next time. But if you don't do anything, of course you won't do anything wrong, because there is no chance to make mistakes. Under the guidance of Xiao Fang, constant encouragement and self-motivation, I quickly absorbed new things and grew up quickly. But there are still many things I don't understand, and I'm not completely clear about my future work. Of course, this is the motivation and direction for me to continue my study in the future. I am very grateful to Mr. Xiao Fang, who taught me the two most important things in my work: communication and efficiency. During my two-month internship, I also have a deep understanding of these two points. Poor communication at work may delay many things. If communication is timely, some mistakes can be avoided and saved, which I have experienced. In any work, efficiency is necessary and necessary. Because things are complicated and trivial, efficiency is more important in group training of insurance companies. Summing up my two-month internship in Sun Yat-sen's life of Chinese studies, I learned knowledge that is not available in books, that is, real practical experience and work experience. I spent the transition period from university to society in enrichment and busyness, and I felt a lot. It's a long story I learned a lot. To sum up, the key words are as follows: communication and efficiency; Thinking and execution; Feeling and summarizing; The last one is "interpersonal relationship". For us who are about to step out of the campus, we have a beautiful vision for the future, full of passion, full of ambition and passion to realize our dreams. As the saying goes, "Where there is a dream, there is hope", and those who succeed in the end are those who firmly believe that "I can do it". So, let's stride forward, bravely meet the storm, face the challenge and strive for success! ! !

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.