
《保險秘辛》是一檔揭露保險實戰真相的節目,由資深財務顧問楊開雲主持,專為想深入理解保險結構以及了解業務內容的您而設計。在這裡,我們不談話術,只講策略。 從指定受益人設計、保單資產配置、到避免遺產稅與家庭糾紛的實例分享,每一集都深入剖析保險公司沒說、業務員不講、但你一定要知道的關鍵。 YouTube / Instagram / Dcard :楊董上工前 Powered by Firstory Hosting
| Publishes | Twice weekly | Episodes | 13 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | CoursesMarketingBusinessEducation |

業績不好的時候,你第一個反應是什麼?
更努力?多跑幾個客戶?還是一日五訪?
但我要跟你說一個很現實的事情——
業績不好,從來不是這幾天的問題,
而是你長期習慣累積出來的結果。
這一集,我不會跟你講什麼「撐下去就會成功」,
而是帶你回頭看一件更重要的事:
👉 你到底是怎麼成交的?
你有沒有想過:
你現在的客戶,是來自緣故,還是陌生開發?
你一筆單,大概要花多久成交?
你到底是在沒有客戶,還是其實在逃避拜訪?
多數業績卡住的人,不是不努力,
而是沒... more
在保險業,很多業務員其實不是不想增員,而是「不敢」。
覺得自己不夠強、制度講不清楚、帶人很麻煩,甚至連自己都還在掙扎。
但問題從來不在「能力」,而在你根本沒想清楚,你來這個產業,到底要什麼?
是短期賺錢?
還是長期打造一個屬於自己的事業體?
這一集,我想跟你聊一件很多人不敢說的事:增員,不是找人,而是找「能一起走的人」。
找錯人,比不找人更可怕。
請神容易,送神難,一個不對的人,可能直接拖垮你的節奏、情緒,甚至業績。
真正的關鍵,不是「人多」,而是「對的人... more
很多業務員業績不上來,不是因為不努力,而是方向錯了。
這集我會聊 4 個讓你陷入忙碌卻沒成績的陷阱:
1️⃣ 商品不聚焦 : 公司要推的跟你想賣的不同,讓你推廣沒力。
2️⃣ 客戶地圖混亂 : 陌生與熟人攪在一起,名單消化沒計畫。
3️⃣ 行銷流程不清楚 : 不知道客戶要幾訪才能成交,也沒布局快單與長單的比例。
4️⃣ 忙錯地方 :每天奔波卻沒增加成交率,忽略了高產值行動。
我會分享自己如何規劃醫師名單、掌握拜訪節奏、用社群內容引發諮詢,以及如何把時間放在真正能帶來業績的地方... more
你也曾經問過:「保險好不好做?」
其實,真正的關鍵不是這份工作本身,而是你願不願意投入、願不願意專注。
在本集Podcast中,我將分享自己從多種工作歷練中,如何一步步找到保險工作的價值與熱情。不是因為這份工作容易,而是因為我在其中發現了結合生活與專業成就感。
可以思考的部分
• 為什麼所有工作都沒有「輕鬆賺」這件事?
• 如何從客戶需求出發,設計出真正有用的保障與理財方案?
• 保險業的專業力如何被鍛鍊與累積?
• 新手如何透過與主管、同行互動,找到自己的定位? ... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #65 | |
Apple Podcasts | #72 |
Listeners, social reach, demographics and more for this podcast.
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保險秘辛 launched 10 months ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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