1: Get familiar with the company's terms and relevant policies as soon as possible, get in touch with relevant banks and sign contracts;
2; Do a good job in teller training, the content should be concise, and it is best to make sentences, which is conducive to the understanding and recommendation of tellers;
3. Establish a good relationship with tellers (humanization)
4. Do a good job of after-sales service for every customer to reduce the worries of tellers and customers;
5. The most important thing is to open the bank-insurance link, do a good job of maintenance and solve technical problems in time.
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.