The current global situation is worrying: In the face of the omnipresent climate crisis, financial crises, social and political unrest, technology and information overload, we need to find our bearings and take action. How can this be achieved? This training provides strategies for successfully dealing with ambiguity and uncertainty. It highlights the aspects of mental agility, self-awareness, emotional awareness and situational awareness. Mental agility makes it possible to accept uncertainty and react flexibly to new situations. Self-knowledge opens up the space to reflect on one's own values and convictions in order to better understand one's own reactions. Control over strong emotions prevents impulsive actions. This allows situations to be realistically analyzed and appropriate decisions to be made.

Handlungsfähig bleiben:  Unsicherheit und Ambivalenz souverän meistern

Staying in Control : Managing Uncertainty and Ambivalence with Confidence 

We all have many goals and intentions. The question is, how can we move into action—and, more importantly, how do we stay committed until our goals are achieved?  This e⁠-⁠training aims to provide assistance with action control and motivation. Based on various psychological models, it explains how to set realistic, motivating goals, what to consider when planning action steps, how to maintain discipline during execution, and how to constructively analyze the results to achieve future goals even more effectively.

Ideen verwirklichen: Wie Sie Absichten in Taten umsetzen

Bringing Ideas to Life: Turning Intentions into Action

Thinking and acting in the best interest of the company isn’t just important for the C⁠-⁠suite. Everyone benefits when their values and goals align with those of the organization. This e⁠-⁠training course explains how to do that, and how to take responsibility and make decisions. It offers tools for self-reflection on roles and expectations, discusses the process of responsible decision-making, and explores how the right mindset can help you learn from mistakes to grow both personally and professionally.

Im Unternehmenssinne denken: Verantwortung übernehmen, Entscheidungen treffen

Adopt a Company-First Mindset: Own Your Actions and Make Decisions

In this e⁠-⁠training, the participants learn how to identify potential customers in a targeted manner. It is about using recommendations from existing customers and establishing contacts with new customers. It also covers how to effectively research contact opportunities and how to present insurance products in a structured way using the elevator pitch.

Kundenberatungen in der Versicherungswirtschaft erfolgreich initiieren

successfully-initiate-customer-consultations-in-the-insurance-industry

selling

Selling

Successfully initiate customer consultations in the insurance industry

Customers are interested in insurance products for different reasons. Recognising these individual buying motives and explaining the benefits of suitable products in a customer-oriented way is inevitably part of successful customer counselling. In this e⁠-⁠training, participants learn how to conduct a successful benefit argumentation using the five-step technique.

Die Nutzen­argumentation in der Beratung von Versi­cherungs­kund:innen kundenzentriert einsetzen

using-customercentred-benefit-arguments-when-advising-insurance-clients

Using customer-centred benefit arguments when advising insurance clients

Participants learn how to start conversations with clients successfully. Small talk is an important tool here. The e⁠-⁠training therefore teaches how to cultivate small talk and thus build up sympathy, how to find the right small talk topics and how to avoid no-gos. Participants also learn how to understand the non-verbal signals of their customers and how to communicate in an appreciative way using their own body language. The aim is to always express appreciation through one's own appearance and behaviour. This is how sustainable relationships can be built up in customer counselling.

Wertschätzende Beziehungen in der Beratung von Versicherungskundinnen und -kunden aufbauen

building-appreciative-relationships-in-client-counselling

Building appreciative relationships in client counselling

In order to ensure that insurance customers feel well looked after, it is important to create an individual and customer-oriented relationship with them. This includes identifying the motives and needs of the customers by skilfully asking questions and listening, always being ready to help the customers and using individual rather than mass marketing. Cross-selling tailored to the client can also create great added value for both the client and the insurance company. This e⁠-⁠training offers a lot of useful know-how on strategic relationship building in the insurance industry.

This course is part of the three-part series "Strategic Sales in the Insurance Industry". However, the courses do not build on each other and therefore do not assume any prior knowledge.

Strategischer Vertrieb in der Versicherungswirtschaft – Kundenbeziehungen individuell gestalten 

strategic-sales-in-the-insurance-industry-shaping-customer-relationships-individually

Strategic sales in the insurance industry - shaping customer relationships individually

Sales professionals and aspiring sales employees can find suitable strategies for different sales requirements in the Sales & Services clusters. The contained learning paths train diverse competencies with which you can proactively and sustainably support your customers.

Acquiring and Retaining Customers

Sales & Service

Agility is one of the most important skills in the modern working world. The Agile Essentials topic cluster helps you to act agilely according to different requirements and consolidates valuable methods to develop a future-oriented mindset and apply it situationally.

Shaping the Future

Agile Essentials

The intricacies of communication are a daily challenge. The Communication & Collaboration topic cluster helps you to strengthen your personal communication skills. The learning paths deepen methods to promote team communication and to address different types of conflicts with solution-oriented strategies.

Moving forward as a team

Communication & Collaboration

From classic to digital skills, this topic cluster covers relevant competencies for a convincing appearance in the workplace. The learning paths awaken your talents to lead presentations and meetings, manage projects across on- or offline channels, and refine a deep understanding of complex digital issues.

Managing everyday work confidently and convincingly

Business Essentials

Leaders will find basic solution strategies for characteristic challenges in leadership positions in the Leadership Essentials topic cluster. The learning paths decode complex leadership topics with practical recommendations for action and support you in shaping your responsible role.

Leading and Developing Employees

Leadership Essentials

New Work, hybrid work, diversity and inclusion. The modern world of work continues to evolve rapidly through a variety of topics. The demands placed on managers are changing at the same pace. The learning paths from the New Leadership topic cluster show how to convince with attitude, help on the way to a future-oriented leadership mindset, and motivate towards a forward-thinking leadership position.

Expanding leadership competencies for the new world of work

New Leadership

Everyday training for your own soft skills. The learning paths in the Grow & Flow topic cluster support you in using needs-oriented work methods to structure your daily routine efficiently. The e-trainings promote self-competencies and encourage optimizing the personal performance curve and reduce stress levels.

Developing self-competencies for the new world of work

Grow & Flow

Comprehensive soft skills training for in-depth personal development. Macrolearning is a classic elearning course with a completion time of approximately 50 minutes. As a particularly intensive form of digital development, macrolearning promotes soft skills and sharpens personal profiles. For a holistic learning journey, PINKTUM Macrolearnings can also be combined with suitable compact Microlearnings. 

It’s a skill booster for complex tasks. Challenge Microlearnings focus on solving everyday challenges by advancing knowledge and teaching relevant emotional soft skills. They are to the point and deficitoriented.

Know-how Microlearnings provide expertise on a specific topic in minutes. Focusing on your knowhow therefore provides solutions to your everyday issues. It’s a very efficient way to refresh one’s knowledge.

Ideal soft skill training for the hectic workday, even without in-depth prior knowledge. Microlearning is a compact e-learning course that takes only a few minutes to complete. The short learning unit is ideal for quickly refreshing knowledge (Know-how) or solving professional challenges (Challenge). A microlearning can be combined with appropriate macrolearnings or used as a stand-alone learning product.

Successfully initiate customer consultations in the insurance industry

Teaser

Course details

Target group

Learning objectives

Competencies

Authoring tool

Methods

These macrolearnings may also interest you

New e-trainings at PINKTUM