Home/团队建设Team Building/销售与招募Sales & Recruiting
团队建设 · 仅供签约伙伴Team Building · Contracted Partners Only产品知识解决"我懂不懂"，这一块解决"我怎么开口"。 刚入行先看《新人业务启动》，一条主线从名单走到跟进；后面四篇按实际发生的顺序展开：先把人约出来，见面时把细节做专业，坐下来找到对的切入点， 客户做成了再谈把人带进来。《合规手册》管的是每一句话的边界。 最后两篇是进阶：已经开始做了、卡在某个地方的时候看。
Product knowledge answers "do I understand this." This section answers "how do I open my mouth." New to the business? Start with Getting Started, one line from your first list to follow-up. The next four go deeper, in the order things actually happen: get the meeting, handle the meeting itself professionally, find the right angle once you're seated, then bring people onto the team. The Compliance Handbook sets the boundary around every sentence in all of them. The last two are for later, when you're already doing the work and stuck somewhere.
25 页幻灯片 + 讲稿：列第一张 20 人名单、官宣和开口、先问问题、 ABC 会前会中怎么做、6–8 次 Follow-up、Referral 与 Recruit，以及前 30 天每天的 5 个动作。
25 slides with notes: your first list of 20, announcing and opening, asking before telling, what B does before and during an ABC, six to eight follow-ups, referrals and recruiting, and five daily actions for the first 30 days.
第一步Step one关系温度分三档，每档一套开场。四大禁区、减压三句、六种常见拒绝的回应， 以及每天 30 分钟的执行节奏。
Three relationship temperatures, one opening for each. The four things that kill an invitation, the pressure-reducing lines, six common refusals, and a 30-minute daily rhythm.
见面The meeting21 页幻灯片 + 讲稿：五种见面地点怎么选、拜访客户家的七个细节、前 30 秒和座位、 幻灯片还是手写稿、手机相册与文案库，以及招募 / 产品两个方向的月目标。
21 slides with notes: choosing among five meeting places, seven details of a home visit, the first 30 seconds and seating, slides or handwriting, phone albums and a copy library, and monthly targets for recruiters and product specialists.
第二步Step two家庭保障、健康、传承、教育金、退休、债务、老客户、招募。 每一种配目标客户与沟通要点。含 IUL 的六条事先约定。
Protection, health, legacy, education, retirement, debt, existing clients, recruiting. Each comes with its audience and talking points. Includes the six things to settle before an IUL sale.
第三步Step three八步流程、冷市场转温市场、名单表要记哪些字段、 哪些人群值得谈，以及新人培养的四个阶段。
The eight steps, turning a cold market warm, what belongs on a prospect list, who is worth approaching, and the four stages of developing someone new.
贯穿全程Throughout团队里常见的十二句话，每一句为什么不能说、换成什么说法， 外加见客户前的八条自检、说错之后怎么补，以及 PFA 与国家人寿两本合规手册的要点。
Twelve sentences that are common in the team: why each one can't be said and what to say instead. Plus an eight-point pre-appointment check, how to correct one afterwards, and the essentials of PFA's and National Life's compliance manuals.
进阶 · 销售Next level · Selling客户喜欢你却不开单、尽力了还是不买、第二张单开不动、见面前就建立信任、 转介绍从哪来。客户温度与成交线、信任账户、推荐书目。
Liked but not trusted, did everything and still no sale, the second policy that won't move, being trusted before you meet, where referrals come from. Client temperature and the closing line, the trust bank, and what to read.
进阶 · 带团队Next level · Leading带团队的四个阶段各卡在哪；选对人的四条标准和自测； 团队不成长时，领导先改的十件事和改变自己的四种方式。
Where each of the four team stages stalls; four traits of the right person, with self-tests; and when the team stalls, ten things the leader changes first and four ways people change.
这几篇文章里的税务额度、统计比例、学费和社保金额都有时效， 用在客户面前之前请自己核对当期数字。 标了「待核实」的，是来源还没能确认的数字。
Tax thresholds, statistics, tuition, and Social Security amounts in these pages all age. Check the current number before you use it with a client. Anything marked "unverified" is a figure whose source could not be confirmed.