{"id":3518,"date":"2026-04-03T14:36:17","date_gmt":"2026-04-03T07:36:17","guid":{"rendered":"https:\/\/mb668s.com\/cam-nang-luong\/?p=3518"},"modified":"2026-04-03T14:36:18","modified_gmt":"2026-04-03T07:36:18","slug":"sales-bao-hiem-la-gi","status":"publish","type":"post","link":"https:\/\/mb668s.com\/cam-nang-luong\/sales-bao-hiem-la-gi\/","title":{"rendered":"Sales B\u1ea3o Hi\u1ec3m L\u00e0 G\u00ec? C\u00f4ng Vi\u1ec7c H\u00e0ng Ng\u00e0y, Thu Nh\u1eadp V\u00e0 L\u1ed9 Tr\u00ecnh Th\u0103ng Ti\u1ebfn"},"content":{"rendered":"\n
Trong l\u0129nh v\u1ef1c t\u00e0i ch\u00ednh, ngh\u1ec1 b\u00e1n b\u1ea3o hi\u1ec3m th\u01b0\u1eddng g\u00e2y nhi\u1ec1u tranh lu\u1eadn v\u1ec1 c\u01a1 h\u1ed9i v\u00e0 th\u00e1ch th\u1ee9c. Th\u1ef1c t\u1ebf, sales b\u1ea3o hi\u1ec3m l\u00e0 g\u00ec<\/strong> v\u1eabn l\u00e0 c\u00e2u h\u1ecfi m\u00e0 nhi\u1ec1u ng\u01b0\u1eddi ch\u01b0a ph\u00e2n bi\u1ec7t r\u00f5 v\u1edbi vai tr\u00f2 t\u01b0 v\u1ea5n vi\u00ean hay \u0111\u1ea1i l\u00fd. B\u00e0i vi\u1ebft ph\u00e2n t\u00edch t\u1eeb \u0111\u1ecbnh ngh\u0129a, c\u00f4ng vi\u1ec7c h\u00e0ng ng\u00e0y, c\u01a1 c\u1ea5u thu nh\u1eadp \u0111\u1ebfn l\u1ed9 tr\u00ecnh th\u0103ng ti\u1ebfn trong ng\u00e0nh.<\/p>\n\n\n\n <\/p>\n \u2013 Sales b\u1ea3o hi\u1ec3m (Insurance Sales Agent) l\u00e0 ng\u01b0\u1eddi tr\u1ef1c ti\u1ebfp t\u00ecm ki\u1ebfm kh\u00e1ch h\u00e0ng, t\u01b0 v\u1ea5n v\u00e0 ch\u1ed1t h\u1ee3p \u0111\u1ed3ng c\u00e1c s\u1ea3n ph\u1ea9m b\u1ea3o hi\u1ec3m nh\u00e2n th\u1ecd ho\u1eb7c phi nh\u00e2n th\u1ecd.<\/p>\n \u2013 Thu nh\u1eadp g\u1ed3m l\u01b0\u01a1ng c\u1ee9ng 5\u20138 tri\u1ec7u \u0111\u1ed3ng\/th\u00e1ng c\u1ed9ng hoa h\u1ed3ng t\u1eeb 15\u201340% ph\u00ed b\u1ea3o hi\u1ec3m n\u0103m \u0111\u1ea7u, t\u00f9y h\u00e3ng v\u00e0 s\u1ea3n ph\u1ea9m.<\/p>\n \u2013 C\u00e1c h\u00e3ng b\u1ea3o hi\u1ec3m l\u1edbn t\u1ea1i Vi\u1ec7t Nam \u0111ang tuy\u1ec3n d\u1ee5ng nhi\u1ec1u v\u1ecb tr\u00ed sales g\u1ed3m Prudential, Manulife, AIA, B\u1ea3o Vi\u1ec7t Nh\u00e2n th\u1ecd v\u00e0 Dai-ichi Life.<\/p>\n \u2013 L\u1ed9 tr\u00ecnh th\u0103ng ti\u1ebfn r\u00f5 r\u00e0ng t\u1eeb nh\u00e2n vi\u00ean sales l\u00ean Tr\u01b0\u1edfng nh\u00f3m, Tr\u01b0\u1edfng ph\u00f2ng kinh doanh \u0111\u1ebfn Gi\u00e1m \u0111\u1ed1c khu v\u1ef1c.<\/p>\n<\/div>\n\n\n\n Sales b\u1ea3o hi\u1ec3m (Insurance Sales Agent) l\u00e0 v\u1ecb tr\u00ed chuy\u00ean ph\u1ee5 tr\u00e1ch t\u00ecm ki\u1ebfm kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng, gi\u1edbi thi\u1ec7u s\u1ea3n ph\u1ea9m b\u1ea3o hi\u1ec3m v\u00e0 thuy\u1ebft ph\u1ee5c kh\u00e1ch h\u00e0ng k\u00fd k\u1ebft h\u1ee3p \u0111\u1ed3ng. Vai tr\u00f2 n\u00e0y t\u1eadp trung v\u00e0o m\u1ee5c ti\u00eau doanh s\u1ed1, \u0111\u00f2i h\u1ecfi ng\u01b0\u1eddi l\u00e0m ph\u1ea3i ch\u1ee7 \u0111\u1ed9ng ti\u1ebfp c\u1eadn th\u1ecb tr\u01b0\u1eddng th\u00f4ng qua nhi\u1ec1u k\u00eanh kh\u00e1c nhau. Theo Lu\u1eadt Kinh doanh b\u1ea3o hi\u1ec3m 2022 (Lu\u1eadt s\u1ed1 08\/2022\/QH15), ng\u01b0\u1eddi h\u00e0nh ngh\u1ec1 b\u00e1n b\u1ea3o hi\u1ec3m ph\u1ea3i ho\u00e0n th\u00e0nh ch\u01b0\u01a1ng tr\u00ecnh \u0111\u00e0o t\u1ea1o do doanh nghi\u1ec7p b\u1ea3o hi\u1ec3m t\u1ed5 ch\u1ee9c v\u00e0 \u0111\u01b0\u1ee3c c\u1ea5p ch\u1ee9ng ch\u1ec9 \u0111\u1ea1i l\u00fd b\u1ea3o hi\u1ec3m t\u1eeb B\u1ed9 T\u00e0i ch\u00ednh.<\/p>\n\n\n\n Nhi\u1ec1u ng\u01b0\u1eddi nh\u1ea7m l\u1eabn gi\u1eefa nh\u00e2n vi\u00ean b\u00e1n b\u1ea3o hi\u1ec3m v\u00e0 chuy\u00ean vi\u00ean t\u01b0 v\u1ea5n b\u1ea3o hi\u1ec3m (Insurance Consultant). Hai vai tr\u00f2 n\u00e0y kh\u00e1c bi\u1ec7t r\u00f5 r\u1ec7t: ng\u01b0\u1eddi l\u00e0m sales \u0111\u1eb7t tr\u1ecdng t\u00e2m v\u00e0o ch\u1ed1t h\u1ee3p \u0111\u1ed3ng v\u00e0 \u0111\u1ea1t ch\u1ec9 ti\u00eau doanh s\u1ed1, trong khi t\u01b0 v\u1ea5n vi\u00ean thi\u00ean v\u1ec1 ph\u00e2n t\u00edch nhu c\u1ea7u t\u00e0i ch\u00ednh r\u1ed3i \u0111\u1ec1 xu\u1ea5t g\u00f3i ph\u00f9 h\u1ee3p.<\/p>\n\n\n\n T\u1ea1i Prudential Vi\u1ec7t Nam hay Manulife, v\u1ecb tr\u00ed n\u00e0y \u0111\u01b0\u1ee3c g\u1ecdi b\u1eb1ng nhi\u1ec1u ch\u1ee9c danh nh\u01b0 Chuy\u00ean vi\u00ean ph\u00e1t tri\u1ec3n kinh doanh (Business Development Executive), \u0110\u1ea1i l\u00fd b\u1ea3o hi\u1ec3m (Insurance Agent) ho\u1eb7c Tr\u01b0\u1edfng nh\u00f3m kinh doanh (Sales Team Leader). D\u00f9 t\u00ean g\u1ecdi kh\u00e1c nhau, b\u1ea3n ch\u1ea5t \u0111\u1ec1u xoay quanh vi\u1ec7c m\u1edf r\u1ed9ng t\u1ec7p kh\u00e1ch h\u00e0ng v\u00e0 gia t\u0103ng doanh thu h\u1ee3p \u0111\u1ed3ng.<\/p>\n\n\n\n M\u1ed9t ng\u00e0y l\u00e0m vi\u1ec7c \u0111i\u1ec3n h\u00ecnh c\u1ee7a ng\u01b0\u1eddi b\u00e1n b\u1ea3o hi\u1ec3m kh\u00f4ng di\u1ec5n ra t\u1ea1i v\u0103n ph\u00f2ng c\u1ed1 \u0111\u1ecbnh m\u00e0 ch\u1ee7 y\u1ebfu ngo\u00e0i th\u1ef1c \u0111\u1ecba. T\u00ednh ch\u1ea5t di chuy\u1ec3n li\u00ean t\u1ee5c v\u00e0 l\u1ecbch linh ho\u1ea1t l\u00e0 \u0111\u1eb7c tr\u01b0ng c\u1ee7a ngh\u1ec1, \u0111\u00f2i h\u1ecfi s\u1ef1 ch\u1ee7 \u0111\u1ed9ng v\u00e0 k\u1ef7 lu\u1eadt c\u00e1 nh\u00e2n r\u1ea5t cao.<\/p>\n\n\n\n Bu\u1ed5i s\u00e1ng, nh\u00e2n vi\u00ean th\u01b0\u1eddng h\u1ecdp nh\u00f3m t\u1ea1i chi nh\u00e1nh \u0111\u1ec3 c\u1eadp nh\u1eadt s\u1ea3n ph\u1ea9m m\u1edbi, chia s\u1ebb k\u1ef9 thu\u1eadt b\u00e1n h\u00e0ng v\u00e0 nh\u1eadn ch\u1ec9 ti\u00eau tu\u1ea7n. Ph\u1ea7n l\u1edbn th\u1eddi gian c\u00f2n l\u1ea1i d\u00e0nh cho ti\u1ebfp c\u1eadn kh\u00e1ch h\u00e0ng, c\u1ee5 th\u1ec3 g\u1ed3m c\u00e1c \u0111\u1ea7u m\u1ee5c ch\u00ednh sau.<\/p>\n\n\n\n \u2013 G\u1ecdi \u0111i\u1ec7n tho\u1ea1i cho danh s\u00e1ch kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (cold calling) \u0111\u1ec3 \u0111\u1eb7t l\u1ecbch h\u1eb9n g\u1eb7p m\u1eb7t tr\u1ef1c ti\u1ebfp.<\/p>\n\n\n\n \u2013 Chu\u1ea9n b\u1ecb h\u1ed3 s\u01a1 minh h\u1ecda quy\u1ec1n l\u1ee3i s\u1ea3n ph\u1ea9m (illustration) ph\u00f9 h\u1ee3p v\u1edbi t\u1eebng \u0111\u1ed1i t\u01b0\u1ee3ng kh\u00e1ch h\u00e0ng.<\/p>\n\n\n\n \u2013 G\u1eb7p g\u1ee1 kh\u00e1ch h\u00e0ng t\u1ea1i qu\u00e1n c\u00e0 ph\u00ea, v\u0103n ph\u00f2ng ho\u1eb7c nh\u00e0 ri\u00eang \u0111\u1ec3 tr\u00ecnh b\u00e0y gi\u1ea3i ph\u00e1p t\u00e0i ch\u00ednh ph\u00f9 h\u1ee3p.<\/p>\n\n\n\n \u2013 H\u1ed7 tr\u1ee3 kh\u00e1ch h\u00e0ng ho\u00e0n t\u1ea5t th\u1ee7 t\u1ee5c k\u00fd k\u1ebft h\u1ee3p \u0111\u1ed3ng, thu ph\u00ed \u0111\u1ee3t \u0111\u1ea7u v\u00e0 n\u1ed9p h\u1ed3 s\u01a1 v\u1ec1 c\u00f4ng ty.<\/p>\n\n\n\n \u2013 Theo d\u00f5i v\u00e0 ch\u0103m s\u00f3c kh\u00e1ch h\u00e0ng c\u0169 \u0111\u1ec3 duy tr\u00ec h\u1ee3p \u0111\u1ed3ng, \u0111\u1ed3ng th\u1eddi xin gi\u1edbi thi\u1ec7u kh\u00e1ch h\u00e0ng m\u1edbi (referral).<\/p>\n\n\n\n
<\/figure>\n\n\n\n1. Sales b\u1ea3o hi\u1ec3m l\u00e0 g\u00ec v\u00e0 kh\u00e1c g\u00ec t\u01b0 v\u1ea5n vi\u00ean b\u1ea3o hi\u1ec3m<\/h2>\n\n\n\n
Ti\u00eau ch\u00ed<\/th> Sales b\u1ea3o hi\u1ec3m<\/th> T\u01b0 v\u1ea5n vi\u00ean b\u1ea3o hi\u1ec3m<\/th><\/tr><\/thead> Tr\u1ecdng t\u00e2m c\u00f4ng vi\u1ec7c<\/td> Ch\u1ed1t h\u1ee3p \u0111\u1ed3ng, \u0111\u1ea1t doanh s\u1ed1<\/td> Ph\u00e2n t\u00edch nhu c\u1ea7u, \u0111\u1ec1 xu\u1ea5t gi\u1ea3i ph\u00e1p<\/td><\/tr> KPI ch\u00ednh<\/td> S\u1ed1 h\u1ee3p \u0111\u1ed3ng m\u1edbi, doanh thu ph\u00ed b\u1ea3o hi\u1ec3m<\/td> T\u1ef7 l\u1ec7 duy tr\u00ec h\u1ee3p \u0111\u1ed3ng, s\u1ef1 h\u00e0i l\u00f2ng kh\u00e1ch h\u00e0ng<\/td><\/tr> K\u1ef9 n\u0103ng n\u1ed5i b\u1eadt<\/td> Thuy\u1ebft ph\u1ee5c, x\u1eed l\u00fd t\u1eeb ch\u1ed1i, ch\u1ed1t deal<\/td> L\u1eafng nghe, ph\u00e2n t\u00edch t\u00e0i ch\u00ednh, l\u1eadp k\u1ebf ho\u1ea1ch<\/td><\/tr> C\u00e1ch ti\u1ebfp c\u1eadn<\/td> Ch\u1ee7 \u0111\u1ed9ng g\u1ecdi \u0111i\u1ec7n, g\u1eb7p m\u1eb7t tr\u1ef1c ti\u1ebfp<\/td> Kh\u00e1ch h\u00e0ng \u0111\u01b0\u1ee3c gi\u1edbi thi\u1ec7u ho\u1eb7c t\u1ef1 t\u00ecm \u0111\u1ebfn<\/td><\/tr> Y\u00eau c\u1ea7u ch\u1ee9ng ch\u1ec9<\/td> Ch\u1ee9ng ch\u1ec9 \u0111\u1ea1i l\u00fd b\u1ea3o hi\u1ec3m<\/td> Ch\u1ee9ng ch\u1ec9 \u0111\u1ea1i l\u00fd + ch\u1ee9ng ch\u1ec9 t\u01b0 v\u1ea5n t\u00e0i ch\u00ednh (n\u1ebfu c\u00f3)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n 2. C\u00f4ng vi\u1ec7c h\u00e0ng ng\u00e0y c\u1ee7a nh\u00e2n vi\u00ean sales b\u1ea3o hi\u1ec3m<\/h2>\n\n\n\n