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公勝保險經紀人

培訓資源
訓練課程
高手行銷年檢班
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熱烈報名

高手行銷年檢班

快速導覽

課程資訊

地點

台北業務中心/台中業務中心/高雄業務中心

介紹

"透過週年檢視發掘定期定額商機 *強化客戶對業務員的信任-有好服務 *補足客戶財富需求的缺口-有新業績 *養成客戶持續轉介習慣-有新名單"

講師

楊燦瑉 體系協理

呂宣慧 行銷副總

場次資訊

中區

  • 開課日期

    9/20

  • 授課地點

    台中業務中心 5F訓練教室

南區

  • 開課日期

    9/12

  • 授課地點

    高雄業務中心 5F訓練教室

北區

  • 開課日期

    9/5

  • 授課地點

    台北業務中心 15F 訓練教室

學員回饋

盛豐

感謝公司安排這次課程,獲益匪淺,難得老師無私傳授技法跟心法,這真的是精品級的課程,感謝兩位教練!

珮琪

非常感謝呂老師很有系統豐富的教學,收穫滿滿,課程節奏速度很快,需要耐心複習練習。

雅蓁

楊老師抱病上課,真的辛苦您了~,還是覺得呂老師的課程每次都充電滿滿❤️❤️ 每次聽每次都戀愛哈哈哈😂"
年檢班太棒了!希望可以再複訓,跟追蹤~ 大家一起培養環境❤️ 一起把公勝打造為MDRT的搖籃~ 👍🏻👍🏻✨

感謝兩位講師以及助教,兩天課程收穫滿滿,雖然還不能完全消化,但會我努力練習",感謝公司提供這麼優質的課程

偉哲

課程時間+休息時間配置得宜,互動完全無冷場,滿滿乾貨!

秀美

期待公司繼續有這麼優質的一系列的課程可以讓我們學習成長,希望老師繼續一系列的課程,讓我們能學習更多您們的經驗~

珮真

很感謝公司安排保單年檢的課程,在壽險生涯裡,不外乎就是源源不斷的名單,這真的是一門很值得的課程,手把手的教學,課程中也相當精彩,把很多東西圖像話且生活比喻的淺顯易懂,真的是受益良多,感謝老師的用心及無私的分享

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課程介紹

課程介紹

透過週年檢視發掘定期定額商機 *強化客戶對業務員的信任-有好服務 *補足客戶財富需求的缺口-有新業績 *養成客戶持續轉介習慣-有新名單

Statement of privacy policy of Golden Insurance Brokers

Golden Insurance Brokers Co., Ltd. (hereinafter referred to as “the Company”) attaches great importance to the customers’ privacy and keeps their personal data well.In respect of your personal data, the Company will comply with this privacy policy for collecting, processing and utilizing your personal data, unless otherwise specified by laws or competent authorities.In order that you could use all services of the Company, the Company’s privacy policy, protection of and great concern about your personal data are hereby stated.

I. Collection, processing and utilization of personal data:

(I) The Company collects your personal data (including but not limited to your name, date of birth, address, phone number and email address) for specific legal purposes such as embarking on insurance brokerage and with legal reasons.

(II) In collecting personal data, the Company shall note whether excess infringement will be inflicted upon the privacy of the parties concerned. The personal data will be collected only when necessary, because the businesses cannot be collected without collecting such personal data.

(III) The Company shall clearly inform the parties concerned about who and how the persons will utilized their personal data.

(IV) The Company will collect, process and utilize your personal data for the specific purposes mentioned in this privacy policy, adopt stringent controls, and comply with pertinent rules, including the Personal Information Protection Law.

II. Security and Protection of Personal Data

The Company has been certified by ISO 27001 (ISMS) in terms of information security management and BS 10012 in respect of personal data protection management. We will adopt appropriate security measures according to requirements, to protect unauthorized data access, alteration, disclosure or destruction. Besides, your personal data will be encrypted for transmission, with the support of the firewall, intrusion detection system and our anti-virus mechanism, to prevent illegal intrusion and destruction by malicious software, and to protect security of your personal information.

III. Application Scope of Personal Data:

(I) Your personal data will be processed and utilized during the legal existence of the aforementioned purposes of collectionAnd the company may provide your personal data to:

Insurance companies in connection with your insurance contract

Corporate Body Financial Consumer Review Centre

Legal authorities of the Company.

Any other organ that has access to your personal information in accordance with the law.

(II) If our business needs to entrust a third party, we will strictly require the entrusted third party to comply with the relevant laws and regulations and the agreement on confidentiality of personal information.

(III) Except for the use within the scope of the aforementioned use, the instructions of the law, judicial or competent authorities or with your consent, the company will not provide, exchange or sell your personal information to other individuals, legal persons or transfer it for other purposes.

(IV) When we share your personal data with third-party financial institutions, we will implement internal control measures in accordance with the "Guidelines on Data Sharing among Financial Institutions" and other relevant laws and regulations to ensure that your data is completely protected.

IV. Exercise of Rights of Parties:

If you need to exercise the following rights in relation to your personal data, in addition to contacting your service personnel to apply in writing, you can also inquire through the toll-free customer service line (0800-077-090).

Inquire or read.

Make a copy.

Make additions or corrections.

Stop collection, processing or use.

Delete.

V. Cookies and Other Technologies

(I) Cookies are short pieces of information that are written to the user's hard drive by the browser in order to distinguish the user's different preferences on the server side. Although cookies can identify the user's computer, they cannot identify the user's identity.You can modify your acceptance of cookies by selecting the option in your browser. If you choose to reject all cookies, you may not be able to use some of the personalised services normally.

(II) In order to provide you with more personalised services, Cookies will be created when you register or log in to record your activities on the Company's website. Once you close the webpage, the Cookies will lose their effect.

(III) If you want to delete your personal information or sensitive data (member account, login password) on the website, please leave a message on the website or refer to the aforementioned statement in Article IV.

VI. Third Party Websites and Services

(I) The Company's website and services may contain links to third party websites, products or services.The aforementioned third-party websites, products or services may collect your personal data, and the collection, processing, utilisation and protection of the privacy rights of such third parties shall, in principle, be governed by their privacy policies.You can learn about the privacy policy of the relevant third party.

(II) Other websites linked to the Company's website may also collect your personal information.For the personal information you voluntarily provide, these linked sites have their own individual privacy policy, so their data processing measures do not apply to the company's privacy policy, the company can not be held jointly and severally liable.

VII. Self-protection Measures

Please properly manage your password and or any personal data, avoid providing personal data arbitrarily to any person or other organisations that have nothing to do with you, and it is recommended to change your password regularly.After you finish using the services of this website, please be sure to log out and close the browser window to prevent others from reading your personal information.

VIII. Revision of this Policy

In response to the requirements of the competent authorities, changes in relevant laws and regulations, technological advances and other changes in circumstances, we will revise this policy statement from time to time in accordance with the needs and publish it on our website (https://www.goldennet.com.tw), which you can access at any time to protect your rights and interests.

IX. If the company fails to comply with the above privacy protection principles, or fails to comply with the measures promised in this statement, the company shall be responsible for its own legal liability and accept the supervision of the competent authorities.

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