The Secret of Ping An Insurance Agent Qualification Examination!

Insurance agents are the bridge between insurance companies and customers. They need to have rich insurance knowledge and professional service ability. This paper will reveal the relevant knowledge of Ping An insurance agent qualification examination for everyone and help them better understand the responsibilities and requirements of insurance agents.

Agent's integrity

When an agent sells insurance, the most important thing is to maintain the greatest integrity to the customer. Because the agent should truthfully introduce the insurance and can't conceal any key information.

Essential items of life insurance

In life insurance, the insurance amount, insurance period and how to pay the premium are all required items, but the beneficiary's name is not.

The duties of an agent

Insurance agents are professionals who provide all-round services such as consultation, product recommendation, assistance in insurance and settlement of claims. They need to keep learning and keep up with the market.

Customer opinion handling

When customers have opinions, agents need to calmly respond, listen to problems, give solutions, report problems, always be polite and respectful, and maintain the relationship between the company and customers.