保險秘辛
楊開雲《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 | 11 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Categories | BusinessMarketingCoursesEducation | ||
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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
今天想跟你聊一個保險圈常聽到的詞——MDRT。
你知道它是什麼嗎？
對圈外人來說，好像是「頂尖業務員的象徵」，服務有錢人、收入破百。
但實際上，它只是業界設下的年收150萬指標，用來激勵大家「達標」，產生榮譽感。
那MDRT到底難不難？其實關鍵在你選擇什麼市場。
選錯市場，就像爬山沒帶登山鞋；選對市場，一張單就可能達成，甚至超標。
那哪裡有「大單」？不是中樂透，也不是投資獲利，而是——死亡。
台灣去年有超過900億未繼承資產，以房地產為主。如果你切進這個市場，做那1%的... more
你有沒有遇過這種情況：
客戶好像有興趣，但怎麼約都約不出來？
話講了一大堆，卻始終沒有成交？
本集《保險祕辛》，我想跟你聊聊保險銷售最關鍵的一件事——不是產品，不是技巧，而是：你到底有沒有找到對的「痛點」。
很多業務都在處理客戶「說出口的需求」，卻忽略了更重要的——那些連客戶自己都還沒發現的潛在問題，就像健康檢查裡沒被察覺的危險指數。
我們談的是「萌芽期的客戶」：那些還沒被市場搶走，但已經開始產生焦慮的人。
他們需要的，不是你照本宣科的保單介紹，而是讓他們「感覺你說中了心... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #212 |  Taiwan/Education/Courses |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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保險秘辛 launched 4 months ago and published 11 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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