Professional Documents
Culture Documents
2019 CFE E-Pamphlet.pdf
2019 CFE E-Pamphlet.pdf
HIGHLIGHTS
ENTREPRENEUR TRAINING PATHWAY
GV L3 (a.k.a. Pacesetter+)
L GSM Entry Level
E WU RM400,000
A Exit Level
D GSM Promotion
E
R
S
GV L2 (a.k.a. PLS 2)
H
Entry Level
I
WU with PFYLP RM300,000
P
Exit Level
WU RM400,000
D
E USM
V GV L1 (a.k.a. PLS 1)
E Entry Level
L 1st Year USM
O Exit Level
P WU PFYLP RM300,000
M
E
N UV L2 (a.k.a. BAMC+)
T Entry Level
Agent/LIA/CA with Year 2018 PFYLP of
F RM75,000 & 24NOC
A USM Exit Level
C • USM Appointment
U Aspirant
L UV L1 (PEP Y2 equivalent)
T Entry Level
Y Agent with Year 2018 PFYLP of
RM50,000 & 12NOC
Exit Level
PFYLP RM75,000 & 24NOC & 1 New DIA
F
A
Target Audience/ Entry Requirement
C
U Entry Level - no production requirement
L First and Second Year Agent
T
Exit Level - PFYLP RM40K & 12NOC
Y
Fees
RM160
4
F
A
C
Target Audience/ Entry Requirement
U
L • Agent/LIA/CA with Year 2018 PFYLP of RM75,000 & 24NOC
T • Exit Level - USM Appointment
Y
Fees Total 46
Structured
RM 100 CPD
6
Fees Total 56
Structured
RM 150 CPD
7
D
E Programme Outline/ Modules
V
E In this module, the facilitator will:
L • Explain the importance of recruitment.
O • Conduct classroom activities to facilitate the conclusion about the
P
5W1H of recruitment.
M
E • Coach the participants on how to use the Recruitment Scripts
N (Sushi Concept) and start recruiting immediately.
T • Encourage the participants to invite at least 3 guests to attend the
F
next BOP in 2 to 4 weeks from the training date.
A
C
U Target Audience/ Entry Requirement
L
T Agent/CA/LIA
Y
8
Fees Structured
RM 25 CPD
8
D
Programme Outline/ Modules
E
In this 1-day Recruitment Made Easy for Leaders Workshop (RMEL), the
V
E Associate Trainers whom are successful agency leaders will be going
L to share with the target participants the best practice success model,
O covering the areas of:
P • WHY: The purpose of the continuous recruitment practice, which
M
divulges their recruitment need.
E
N • WHAT: The recruitment plan which contains Agent Profile,
T recruitment sources, methods, Recruitment App and GEAT.
• HOW: Agents Referral System, Recruitment Made Easy and other
F
proven effective approach encourage agents get agents,
A
C
U
L Target Audience/ Entry Requirement
T
Y USM / GSM
8
Fees Structured
CPD
RM 25
9
D
Programme Outline/ Modules
E
V • This programme is designed to equip GE Agency Managers with the
E knowledge and skills to use Great Eastern Talent Search Tool (GETS
L & QGETS) for recruitment.
O
• The potential recruit will be assessed on their aspirational
P
M competencies that are required for them to perform successfully in
E a financial sales advisor role.
N • To measure key psychometric markers of sales success and
T suitability in GELM.
F
A
C
U
Target Audience/ Entry Requirement
L
T USM / GSM
Y
4
Structured
Fees CPD
12 RM 10
D
E Programme Outline/ Modules
V
E • My Life Goals & Financial Goal
L • My Life Insurance Business
O
P
• Great Eastern’s Sales Cycle
M • Importance of prospecting for sustainable business
E • Who, When, Where, & How to prospect?
N • Apply Neuro Linguistic Programming skill in prospecting
T • Field work (cold market)
F
A Target Audience/ Entry Requirement
C
U Agents , Career Agents & Life Insurance Advisors
L
T
Y
8
Fees Structured
RM 30 CPD
13
Course available from Mar 2019 onwards
8
Fees Structured
RM 30 CPD
14
Course available from Jan/ Feb 2019 onwards
8
Fees Structured
RM 30 CPD
15
Course available from Mar 2019 onwards
D
E Programme Outline/ Modules
V
E
• Life Stages & Insurance Planning
L
O • The importance of Critical Illness (CI) coverage
P • Unique Selling Point of GETC, and its target market
M • Understand of different claims scenarios
E
N
T
F
A Target Audience/ Entry Requirement
C
U
L Agents of all ranks
T
Y
3
Fees Structured
RM 5 CPD
16
Course available from Jan 2019 onwards
D
E Programme Outline/ Modules
V
E • Life Stages & Insurance Planning
L • The importance of Critical Illness (CI) coverage
O
P
• Unique Selling Point of GECC, and its target market
M • Understand of different claims scenarios
E • Underwriting requirements
N
T
F
A Target Audience/ Entry Requirement
C
U
Agents of all ranks
L
T
Y
3
Fees Structured
RM 5 CPD
17
Course available from Mar 2019 onwards
D
E
V Programme Outline/ Modules
E
L • Life Stages & Insurance Planning
O • The importance of medical coverage
P
M
• Great Eastern’s claim payout
E • Unique Selling Point of Great Medic Xtra & Great MediCare 2
N and its target market
T • Importance of acquire for full disclosure of health and lifestyle
condition
F • Group discussion
A
C
U
L
T Target Audience/ Entry Requirement
Y
Agents of all ranks
4
Fees Structured
CPD
RM 15
18
Course available from Feb 2019 onwards
4
Fees Structured
CPD
19 RM 15
D
E
V
Programme Outline/ Modules
E
L • Life Stages & Insurance Planning
O • The importance of income replacement planning
P • The Unique Selling Point of Investment-linked plan & traditional
M
whole life plan
E
N • Periodical policy review & recommend suitable plan in meeting
T client’s need
• Importance of full disclosure of health & lifestyle condition
F
A
C
U
L
Target Audience/ Entry Requirement
T
Y Agents of all ranks
Fees 8
Structured
RM 30
20 CPD
Course available from June 2019 onwards
Fees 8
RM 30 Structured
21 CPD
Course available from April 2019 onwards
E
F Programme Outline/ Modules
F
E I. Create profile
C
T
II. Post Status & Pictures
I III. Share stories
V IV. Commenting
E V. Navigation
N VI. Post planning
E
S
S
Target Audience/ Entry Requirement
F
A
C Any rank, participants who wish to learn basic social media functions.
U
L
T
Y
Fees
RM15
22
E
F Programme Outline/ Modules
F
E I. Social Media & Agency business
C
T
II. Market segmentation & Positioning
I III. Online visibility & Credibility
V IV. Build your followings
E V. Content creation tactic
N
E
S
S
Target Audience/ Entry Requirement
F
A
C I. Agents of all ranks.
U II. Must bring personal laptop with wifi connection.
L III. Keen user of social media.
T
Y
Fees
RM150
23
E
F Programme Outline/ Modules
F
E
I. Coaching Basics
C
T II. G.R.O.W. model
I III. From Goals to Action
V
E
N
E
S
S
Target Audience/ Entry Requirement
F
A
C USMs & GSMs who wish to learn basic coaching techniques.
U
L
T
Y
Fees
RM15
24
E
F Programme Outline/ Modules
F
E
C I. Wardrobe MUST haves
T II. 360 degrees makeover consultation
I III. Building trust & intimacy
V IV. Social media posting tips
E V. Networking & Dining etiquette
N
E
S
S
Target Audience/ Entry Requirement
F
A
C
Agents of all ranks
U
L
T
Y
Fees
RM100
25
E
F Programme Outline/ Modules
F
E
C I. MFS 1- Team Spirit & Teamwork.
T II. MFS 2- Breaking through limitations.
I III. MFS 3- Powerful Mindset & CSR.
V
E
N
E
S
S
Target Audience/ Entry Requirement
F
A
C I. Session is done by agency / cluster
U II. Minimum 20pax
L III. Confirmation must be done 2 months prior to the session
T
Y
Fees
I. MFS1- RM400
26 II. MFS2- RM470
III. MFS3- RM100
Fees
RM40
27