Course on Sales Techniques and Product Consulting in Brokerages and Insurance Companies

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Course on Sales Techniques and Product Consulting in Brokerages and Insurance Companies

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$308.00
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Duration

200 hours

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Credits

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Language

Spanish

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Learn from the best in your sector

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maria cecilia lopez garcia

Graduated in Law from the University of Granada and with a Master's Degree in Banking and Finance Management, he also has the Certificate of Pedagogical Aptitude (CAP) and several professional certificates linked to teaching, administrative management and financial management. His professional career combines experience in business development, financial advice and career guidance with a solid teaching activity in Vocational Training.

Teaching experience:

Throughout her career she has worked as a business development technician, advising entrepreneurs and disadvantaged groups on financing, microcredit and business creation. At the same time, he has developed extensive work as a teacher in the field of Vocational Training, teaching subjects related to Training and Labor Guidance (FOL), Business and Social Responsibility/RET, aimed at both students and entrepreneurs, integrating into his teaching a practical and applied approach based on his professional experience. In the teaching field, she has worked as a teacher in Vocational Training centers, teaching FOL, Business and RET subjects. Likewise, he has participated as a speaker in conferences and training actions aimed at entrepreneurs and university students, in addition to performing career guidance functions.

Professional experience:

On a professional level, she has worked as a business development technician, providing advice to entrepreneurs and disadvantaged groups, as well as managing microcredits and business financing. He has also developed career guidance tasks, preparing reports and carrying out non-payment control and portfolio management. In addition, he has performed functions as an office manager, being in charge of customer service both in person and online, client portfolio management, collection management, development of advertising actions and collaboration agreements, as well as various administrative tasks.

Professional Skills:

Highlights include advice to entrepreneurs and business financing, financial and accounting management, the creation of micro-businesses, training and career guidance, teaching in Vocational Training and portfolio management and control of non-payments.

Graduated in Law from the University of Granada and with a Master's Degree in Banking and Finance Management, he also has the Certificate of Pedagogical Aptitude (CAP) and several professional certificates linked to teaching, administrative management and financial management. His professional career combines experience in business development, financial advice and career guidance with a solid teaching activity in Vocational Training.

Teaching experience:

Throughout her career she has worked as a business development technician, advising entrepreneurs and disadvantaged groups on financing, microcredit and business creation. At the same time, he has developed extensive work as a teacher in the field of Vocational Training, teaching subjects related to Training and Labor Guidance (FOL), Business and Social Responsibility/RET, aimed at both students and entrepreneurs, integrating into his teaching a practical and applied approach based on his professional experience. In the teaching field, she has worked as a teacher in Vocational Training centers, teaching FOL, Business and RET subjects. Likewise, he has participated as a speaker in conferences and training actions aimed at entrepreneurs and university students, in addition to performing career guidance functions.

Professional experience:

On a professional level, she has worked as a business development technician, providing advice to entrepreneurs and disadvantaged groups, as well as managing microcredits and business financing. He has also developed career guidance tasks, preparing reports and carrying out non-payment control and portfolio management. In addition, he has performed functions as an office manager, being in charge of customer service both in person and online, client portfolio management, collection management, development of advertising actions and collaboration agreements, as well as various administrative tasks.

Professional Skills:

Highlights include advice to entrepreneurs and business financing, financial and accounting management, the creation of micro-businesses, training and career guidance, teaching in Vocational Training and portfolio management and control of non-payments.

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maría vergara montes

Graduated in Law from the University of Granada, with a Master's Degree in Taxation and Tax Consulting from the University of Granada and the Professional College of Economists of Granada. Specialized in formal and procedural tax obligations, combining professional experience in tax and legal advice with a consolidated track record in online higher education.

Teaching Experience:

Since 2020 she has been a Full Professor at INESEM Business School — Grupo Educa EDTECH, where it tutors legal and business training. Their work integrates tax advice, design of academic content, management of subsidized training and personalized support of students in digital environments. Teaching experience: Full Professor — INESEM Business School, Grupo Educa EDTECH (2020—To date): Online higher education tutoring at the Faculty of Law; Academic support and personalized monitoring of students; Resolution of doubts and guidance in the learning process; Design, planning and development of training projects; Preparation of teaching guides and teaching materials; Updating and adapting training programs to digital environments; Management of subsidized training according to the FUNDAE system; Identification of training needs and user support.

Professional experience:

Tax and legal advisor — Consultancy 4 Asociados AQA, S. C. P.: Advice on tax matters Management of fiscal and procedural obligations Encarnación Rodríguez Martínez Law Firm S. L. Director of Communications and presentations — Music Industry: Communication and organization of work groups.

Professional skills:

Taxation and tax advice; Formal and procedural tax obligations; FUNDAE subsidized training management; Design and planning of online training; Tutoring in digital learning environments.

Graduated in Law from the University of Granada, with a Master's Degree in Taxation and Tax Consulting from the University of Granada and the Professional College of Economists of Granada. Specialized in formal and procedural tax obligations, combining professional experience in tax and legal advice with a consolidated track record in online higher education.

Teaching Experience:

Since 2020 she has been a Full Professor at INESEM Business School — Grupo Educa EDTECH, where it tutors legal and business training. Their work integrates tax advice, design of academic content, management of subsidized training and personalized support of students in digital environments. Teaching experience: Full Professor — INESEM Business School, Grupo Educa EDTECH (2020—To date): Online higher education tutoring at the Faculty of Law; Academic support and personalized monitoring of students; Resolution of doubts and guidance in the learning process; Design, planning and development of training projects; Preparation of teaching guides and teaching materials; Updating and adapting training programs to digital environments; Management of subsidized training according to the FUNDAE system; Identification of training needs and user support.

Professional experience:

Tax and legal advisor — Consultancy 4 Asociados AQA, S. C. P.: Advice on tax matters Management of fiscal and procedural obligations Encarnación Rodríguez Martínez Law Firm S. L. Director of Communications and presentations — Music Industry: Communication and organization of work groups.

Professional skills:

Taxation and tax advice; Formal and procedural tax obligations; FUNDAE subsidized training management; Design and planning of online training; Tutoring in digital learning environments.

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alejandro travé hidalgo

Graduate in Law, with specialized training in Law work and Law administrative, has professionalism certificates linked to teaching and administrative management. His career combines applied legal experience and teaching in non-regulated online training. Since October 2023, he has been working as a teacher in virtual learning environments, teaching legal content and tutoring students. Its approach is based on the correct normative foundation, the rigorous interpretation of the legal system and the adaptation of technical language to diverse profiles, favoring the practical application of the Law. Teaching experience: Teacher in online training (October 2023—To date): Teaching legal content; Tutoring and accompaniment of students; Design and correction of practical activities; Resolution of legal doubts based on current regulations; Academic evaluation in virtual environments. Professional experience: Professional in organizational and coordination environments: Practical application of Law labor and administrative; Planning and organization of content; Management and coordination in professional contexts. Professional skills: Law of Labor; Law Administrative; Data protection and regulatory compliance; Legal framework of business activity; Legal teaching in online mode; Use of Moodle in training environments.

Graduate in Law, with specialized training in Law work and Law administrative, has professionalism certificates linked to teaching and administrative management. His career combines applied legal experience and teaching in non-regulated online training. Since October 2023, he has been working as a teacher in virtual learning environments, teaching legal content and tutoring students. Its approach is based on the correct normative foundation, the rigorous interpretation of the legal system and the adaptation of technical language to diverse profiles, favoring the practical application of the Law. Teaching experience: Teacher in online training (October 2023—To date): Teaching legal content; Tutoring and accompaniment of students; Design and correction of practical activities; Resolution of legal doubts based on current regulations; Academic evaluation in virtual environments. Professional experience: Professional in organizational and coordination environments: Practical application of Law labor and administrative; Planning and organization of content; Management and coordination in professional contexts. Professional skills: Law of Labor; Law Administrative; Data protection and regulatory compliance; Legal framework of business activity; Legal teaching in online mode; Use of Moodle in training environments.

Course on Sales Techniques and Product Consulting in Brokerages and Insurance Companies

Información adicional del Online COURSE

Course on Sales Techniques and Product Consulting in Brokerages and Insurance Companies

6 months de tutorización

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Description

If you work in an insurance company or want to get into it and want to learn how to advise clients and the appropriate sales techniques in this area, this is your time. With the Course on Sales Techniques and Product Advice in Brokerages and Insurance Companies you will be able to acquire the necessary knowledge to carry out this work successfully. In the field of the world of administration and management, it is necessary to know the different fields of commercial management and insurance techniques, within the professional area of ​​finance and insurance to be able to professionally carry out your work in this field. By taking this Course on Sales Techniques and Product Consulting in Brokerages and Insurance Companies, you will learn about insurance contracts, pension funds, dealing with clients, etc.

Job opportunities

Insurers / Brokerages / Insurance / Credit institutions.

What does it prepare you for?

This Course on Sales Techniques and Product Consulting in Brokerages and Insurance Companies prepares you to gain in-depth knowledge of the field of insurance companies and brokerages, to carry out activities with professionalism and independence in this sector. Additionally, with this Course on Sales Techniques and Product Consulting in Brokerages and Insurance Companies, you will learn everything related to policies and insurance, knowing the legal regulations for the prevention of occupational risks.

Who is it addressed to?

The Course on Sales Techniques and Product Advice in Brokerages and Insurance Companies is aimed at professionals in the world of administration and management, specifically in sales techniques and product advice, within the professional area of ​​finance and insurance, and at all those people interested in acquiring knowledge related to the marketing of insurance in brokerages and insurers.

Objectives

- Supervise and support the management of policies and claims. - Carry out the administrative procedures for risk underwriting and policy issuance. - Process claims files. - Respond to and process suggestions, queries regarding transparency and protection, complaints and claims from financial services clients.

Course on Sales Techniques and Product Consulting in Brokerages and Insurance Companies

$308.00