ELEVATE YOUR
BANCASSURANCE SUCCESS
With Results Rocketeer’s Tailored Training & Strategy Building Programmes
Skills Mastery
From Pain Points to Breakthroughs
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Your Pain Points:
Prospecting, Appointments Setting, Needs Assessment, Proposal Creation, Handling Objections, Closing, Follow-Up
Our Pain Buster Solutions:
Achieve MDRT Faster with S.P.A.R.K. (Foundation Planning Needs)
Who is this for?
Relationship Managers (RMs), Generalists (GLs), Insurance Specialists (ISs), Business Development Managers (BDMs)
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Your Pain Points:
Marketing, Presenting, and Closing
Our Pain Buster Solutions:
Increase Affluent Client Sales with F.O.C.U.S. (Advanced Planning Needs)
Who is this for?
Relationship Managers (RMs), Generalists (GLs), Insurance Specialists (ISs), Business Development Managers (BDMs)
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Your Pain Points:
Generic & Impersonal Sales Scripts, Ineffective Sales Processes, Low Sales Conversion
Our Pain Buster Solutions:
Hyper-Personalize Sales Scripts with S.T.A.R.S.
Who is this for?
Relationship Managers (RMs), Generalists (GLs), Insurance Specialists (ISs), Business Development Managers (BDMs)
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Your Pain Points:
Activity Oversight, Coaching Will & Skill, Joint Field Work, Peer Coaching
Our Pain Buster Solutions:
Mold Advisors into Highly Active Producers with A.C.E.S.
Who is this for?
Branch Managers (BMs), Insurance Specialists (ISs), Business Development Managers (BDMs) with over 1 year of tenure
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Your Pain Points:
Activity Management, Case Discussions, Appointment Planning & Review, Mentor-Mentee Programme
Our Pain Buster Solutions:
Transform into a High-Performing Sales Team with S.O.A.R.
Who is this for?
Area Managers (AMs), Regional Managers (RMGs), Regional Sales Managers (RSMs), Territorial Sales Heads (TSHs)
Strategy Consulting
Book a call now to customise your results-driven strategy!
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Successfully implemented strategies include stakeholder mapping for seamless collaboration, establishing a governance framework for alignment, performance tracking, issue resolution, and managing non-exclusive banks to maintain a competitive edge.
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Successfully implemented strategies for attracting and grooming leaders include identifying recruitment channels, attracting top talent, and promoting existing managers through capability development.
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Successfully implemented strategies include setting up 90-day and 180-day Key Milestone Programs, defining clear roles and responsibilities for stakeholders, and charting daily scrum activities for continuous momentum and progress.
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Successfully implemented strategies include setting minimum benchmark activities for advisors, creating branch choreography to optimize resources, and structuring frameworks for managing and evaluating advisor activities.
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Successfully implemented strategies include establishing a performance framework with key performance metrics, aligning advisor activities with organizational goals, developing short-term tactical plans to overcome challenges, and long-term strategic initiatives for sustained performance.
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Successfully implemented strategies include blended learning with tailored learning paths, transforming trainers into performance coaches to support advisor growth.
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Successfully implemented strategies include mentorship programs, accountability drives, and customized coaching plans to support advisors in achieving MDRT qualifications.
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Successfully implemented strategies include market-specific training programs, dedicated support for HNW clients and advisors, differentiated service levels, and access to exclusive privileges and a panel of experts to meet unique HNW needs.
