Serving the Customer

Course Overview

This course describes the skills and knowledge required to identify customer needs, deliver and monitor customer service and identify improvements in the provision of customer service.

Learning Objectives

What you'll learn

By the end of this course, you should be able to: 

  • identify customer needs 
  • deliver a service to customers 
  • evaluate customer service delivery
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Module 1: Course Overview

Course Objectives

Module 2: Introduction

The Road to Success

The Need for Life Insurance

Needs Selling vs. Product Selling

Module 3: An Overview of Life Insurance Needs

Module 4: Meeting Money Needs

Module 5: Social Security

Module 6: Needs Analysis Prospecting and Approach

Module 7: Fact Finding

Module 8: Case Analysis

Module 9: Meeting the Needs

Module 10: Analyzing Needs in Other Situations

Module 11: Building Lifelong Clientele

Price: $125

This Course includes:

   Text-based content

   4 Weeks