Teacher Liu Haitao Insurance Marketing Practice Expert
12 years of experience in life insurance marketing management
AACTP International Certified Trainer
MBA from Normandy Business School, France
Experiential marketing management coach
Securities professional qualification certification | insurance sales professional qualification certification
Previous position: Chinese Life Beijing Branch
Previous position: Pacific Life Insurance Beijing Branch
Previous positions: Beijing Century Hanya Capital Management Co., Ltd
Former position: Head of overseas business department of a wealth group company in Beijing |
Areas of expertise: staff increase, annuity insurance, asset allocation, tax planning, large insurance policies, property talks, private clubs...
→ Conducted the training of "Insurance Marketing Decisive Victory in the Great Future - Golden Increase in 48 Hours" and "Patrol Marketing" for enterprises such as Taibao Daxing Branch Company and Beijing Guangfa Insurance Brokerage Company, helping 30 enterprises to successfully achieve personnel expansion, of which "Museum Experiential Increase" was rehired by Taibao Daxing Branch for 35 periods within half a year.
→ Conducted course training such as "Insurance in Tax Planning" and "Tax Planning Helps Millions of Large Orders" for 25 enterprises such as Hengchang Wealth, Taibao Life Insurance North Branch, and Beijing Guangfujia Technology Co., Ltd., so as to achieve the performance growth of tens of millions of premiums for the high-performing teams, among which", "Tax Planning Helps Millions of Large Orders" was rehired by Beijing Guangfujia Technology Co., Ltd. for 50 periods.
Practical experience:
Chinese Shou Beijing Branch | Training Supervisor:
Responsible for the company's training and team business development training, etc., developed the "telephone rapid increase", "traditional and modern increase in staff development", "young eagle plan" and other staff increase standard courses, within 6 months, to help the company increase 300 person-times, to promote the business team manpower increased by 110% year-on-year.
Pacific Life Beijing Branch | Training leader:
Through course training such as "Three Days Siege" and "Insurance Marketing DecisiveLy Wins the Great Future - 48 Hours of Golden Personnel Increase", it helps business personnel to combine the market environment to drive quasi-increase personnel, improve the enthusiasm of business personnel, achieve 150% growth of personnel, and help enterprises achieve a breakthrough of 15 million yuan and 10,000 yuan per piece.
Beijing Hengchang Litong Investment Management Co., Ltd. | Head of Overseas Business Department:
Responsible for the organization and management of overseas insurance salons, the main lecturer salon will be more than 50, with an average premium of 10 million yuan per session; at the same time, build a national overseas insurance training system, develop and teach 10 boutique courses such as "Family Asset Allocation" and "Insurance in Tax Planning", help more than 10,000 business partners to operate the overseas asset allocation of high-net-worth customers, and do overseas asset allocation for more than 200 ultra-high-net-worth customers.
Some of the teaching cases:
● He has conducted course training for Hanya Capital Company such as "Big Coffee Wealth", "Insurance Analysis" and "Large Annuity Insurance" to carry out private enjoyment
There are more than 100 meetings and industry talks, with a total of more than 50 million signed orders, and the performance increased by 100% over the same period last year.
● He has conducted course training for Pacific Daxing Branch Company such as "Three Days siege of the city" and "Insurance Marketing Decisive Future - Golden Increase in 48 Hours", carried out about 15 creation meetings, with an average of 50 people signed up each time, reserved a large number of high-performing manpower for the company's opening red, and achieved the growth of 15 million premiums for the opening red, laying a human foundation for the development of the organizational structure of the supervisor.
● He has conducted course training such as "Family Asset Allocation" and "Insurance in Tax Planning" for Hengchang's Nantong Branch, and carried out about 6 salon forums, private meetings, and industry seminars, with a total of 10 million yuan in a single signing.
● He once conducted premium competition course training such as "Gene LipaiHui" and "Integral LipaiHui" for Chinese Life Inner Mongolia Autonomous Region Branch, and carried out 10 production seminars, helping the monthly premium to exceed 4 million yuan. Achieved a historic breakthrough.
● He has conducted courses such as "Asset Allocation" and "Tax Planning Helps Millions of Big Orders" for Beijing Guangfujia Co., Ltd., and carried out 12 internal forum exchange meetings and industry seminars for employees, achieving a 100% year-on-year increase in premium income.
● He has conducted courses such as "Customer Development Marketing" and "Team Cohesion Development" for AVIC Alliance Company, and carried out 2 sessions such as innovation talks and industry talks to achieve the goal of breaking through 100 sales and manpower.
● For Chinese Shou Hunan Branch Ningxiang Chinese-funded Company, taught the "Experiential Staffing Project" 4 days and 3 nights of theory combined with practice from the actual combat through practical tools To participate in the participants saw the hope of the increase in the number of personnel development team, experienced the fun of increasing the number of personnel, to achieve the company's 3 days under the number of 150 people, only three days to overcome the company's usual 3 months of increased production capacity, successfully completed the opening task! Stabilized the team to improve the record, and achieved a win-win situation!
● He has taught more than 80 sessions of "Popular Annuity Insurance Training Camp" for Xinhua Insurance Company, Chinese Life Insurance Company and Ping An Insurance Company, realized the achievements of annuity insurance and increased life insurance of many branches, and successfully completed the annual premium task of opening red!
● For Huaxia Insurance Guangdong Branch, he launched a special session "High-end Production Seminar" for the wealth allocation strategy under the new situation, with about 30 customers attending the meeting and 13 million yuan of on-site signing premiums!! The single premium is 2 million yuan and 1 million yuan, and the payment period is 5 years, creating the highest premium scale of the company's same type of property talk! Achieve a premium platform of tens of millions of dollars and receive rave reviews.
Main Courses:
"The Winner of the New Situation"
"Experiential Project Augmentation"
Insurance and Asset Allocation
"Popular Annuity Insurance Training Camp (Increased Life Insurance)"
"Decisive Annuity Insurance Kick-off Meeting"
"Life Code Parsing Life Set Sail - Serious Illness Initiation Meeting"
"Tax Planning Helps Millions of Big Orders"
"2021 Opening Red - Popular Cocktail Club Training Camp" (Production Seminar)
Teaching Style:
Humorous and easy teaching: With humor and ease without losing the theme, grasping the core in a simple and simple way, and solving problems is the key.
Interactive participatory teaching: interactive participation experiential, teaching is the focus, the students personally participate in the whole process and combine the practical experience to achieve multi-party interaction on and offstage.
Unique analysis of real cases: A large number of cutting-edge real cases and unique analysis allow the audience to grasp the ways and methods to solve the problems and realize the virtuous circle of self.
Some of the customers we serve:
Pacific Insurance Beijing Branch, Pacific Insurance Daxing Branch, Chinese Life Beijing Branch, Chinese Life Inner Mongolia Branch, Chinese Life National Life Zhongguancun Branch, Taikang Insurance Beijing Branch, Taikang Insurance Taikang Dongcheng Branch, Cindat Insurance, Hengan Life, Manulife Insurance Company, Futong Insurance Company, Prudential Insurance Company, AIA Insurance Company, Taiping Insurance Beijing Branch, Xinhua Insurance Company, Beijing GF Insurance Brokerage Company, Hengchang Group (Zhengzhou Branch, Luoyang Branch, Wuhan Branch). , Shiyan Branch, Anshan Branch, Wuxi Branch, Changzhou Branch, Nantong Branch, Hefei Branch, etc.), Hanya Group Headquarters (Qingdao Branch, Hangzhou Branch, Xiamen Branch, Guangzhou Branch, Wenzhou Branch, Ningbo Branch), Beijing Guangfujia Technology Co., Ltd. AVIC Alliance Company...
Some customer reviews:
Teacher Liu's method of increasing staff is very novel and very practical, can accurately grasp the forefront of the market direction, in a short period of time can see a large number of quasi-increase in the company is really very effective.
——Pacific Daxing Branch Company Rongzong
Haitao teacher course is practical and practical, can effectively solve the current outstanding problems in the field of marketing finance and marketing, and has a breakthrough method to break through bottlenecks.
——Ms. Cao, Chairman of Hanya Capital
Thank you Teacher Liu for coming to Hangzhou to send us a large amount of insurance pioneering methods, in just 2 days let us learn a lot of practical information and methods very cutting-edge, thank you again Teacher Liu!
——Mr. Huang of Hana Hangzhou Branch
Thanks to Mr. Haitao personally going to Wuxi Branch to bring the insurance course of family asset allocation planning for high-net-worth customers, so that our most expensive customers in Wuxi have learned how to use insurance to bring unusual ways and methods for their wealth preservation and appreciation, so that we have a new inspiration for the use of insurance tools, thank you very much!
——Hengchang Wuxi Branch Li Zong
Thanks to Haitao teacher for bringing us tax planning and insurance, not only learn practical tax planning knowledge, but also for the customer's wealth inheritance legal tax-saving asset preservation and a series of asset allocation to bring a package of planning is really practical to develop customers is also very effective, thank you very much!
——Hengchang Nantong Branch Jin Zong
Liu Haitao teacher course can closely follow the pulse of market development, very infectious and appealing, the scene feels the atmosphere is very good, can learn a lot of dry goods, everyone reacts strongly!
——Beijing Guangfujia Co., Ltd. Mr. Weng
Haitao teacher's tax planning course really hit the pain point of customer asset preservation, can quickly resonate with customers, and can skillfully combine insurance to achieve the perfect combination of tax planning and insurance, to achieve the signing of large insurance policies, but also to teach us how to use the tool to develop customers, thanks to Haitao teacher.
——Mr. Chen of Hanya Wenzhou Branch
Some of the lectures photos:
Taiping Insurance Beijing Branch 《Sales of Insurance Annuity Insurance》
Chinese Life Insurance "Experiential Staff Augmentation"