NBS refers to an insurance demand-oriented consulting marketing system, and China Life Financial Planner is a qualification name issued by China Life Insurance Practitioners Qualification Examination Project (CICE). The certified personnel can check the certified information in official website of China Insurance Association.
China life financial planners are divided into three categories according to the products they sell. The qualification name is the category classified by "China Life Planner", namely, China Life Planner-New Life Insurance Product Direction, China Life Planner-Health Insurance Product Direction and China Life Planner-Endowment Insurance Product Direction.
The senior qualification name of this qualification is different from the intermediate qualification. The intermediate qualification is called "China Life Insurance Planner" and the senior qualification is called "China Life Insurance Financial Planner". The winner of advanced qualification needs the breadth and depth of knowledge and experience, so the acquisition of advanced qualification is the superposition of three intermediate qualifications.
The qualification of China life financial planner is divided into two grades: intermediate qualification and advanced qualification of China life financial planner. Mainly for insurance companies and insurance intermediaries of all kinds of sales staff, marketing managers, trainers and bank financial service personnel. At the same time, the intermediate certification of this qualification is divided into three directions: new products, health care products and old-age products, which is a good platform for people in various professional fields to further their studies.
The qualification certification of China life financial planner can help all kinds of sales, marketing management, training, service and administrative personnel of insurance companies and insurance intermediaries, as well as employees of banks and securities, better understand and integrate products, technologies, internal and external environment and policies related to life financial management, enhance their competitiveness, serve the industry and customers more professionally, and enhance the reputation of the industry in the era of fierce competition in financial planning; So that professional and technical personnel can further understand all links and products of the sales system and help them to carry out marketing management and product development of the company more comprehensively and scientifically.