Program Description:
This AIB course introduces the retail banking
employee to the insurance products available in
banking institutions. Participants learn about the
many types of insurance products available, their basic
features, and how they meet customers’ financial
needs. By learning to identify referral opportunities in
typical customer contact situations, participants apply
their understanding of customer needs to make
skillful referrals to a licensed insurance sales
representative within their organization.
After successfully completing this course, the student will be able to:
- Describe how insurance products and services
address customers’ financial needs
- Describe the common types and features of insurance products
- Describe the role of licensed insurance sellers in the bank
- Explain the benefits of insurance products
- Make effective referrals to bank-designated, licensed insurance sellers.
Who Should Attend:
Any employee who has the opportunity to refer customers
to designated, licensed insurance sellers in a bank.
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