Hello,

this is my project. our topic isSUNLIFE FINANCIAL - CRITICAL ILLNESS INSURANCE- insurance companycan you please help me in this project? I have attach the document please have a look and you just have to work on product knowledge and anticipated objectives part. please answer the question based on insurance company.

Selling Financial Services: Pre-call Report Assigmnent YOUR TASK AND TOPIC You are a sales professional working for a financial services company. Your boss has asked you to prepare and submit a Pro-call Report The Precall Report is a research project that will prepare you to conduct a professional sales interview. The information you will outline in your Pro-call report will fon the basis for your Sales Presentation to be conducted later on in the semester. By completing a Pre-call Report1 you are developing an example of the type ofinformation all salespeople should prepare prior to making a sales call. You must choose a nancial services company you will represent and the product you will be selling to an end- user. Financial services inchide: insurance} banking services, stocks and bonds} mutual funds: and le like. It is to your benet to get approval of the instructor: if not sure about the rm. TIPS TD SUCCESS Do not r'cut and paste"J material or copy information from another student, this is considered plagiarism Research information used in your report must be in your own words. lnformaon not sourced will receive a mark of"2ero.':I Refer to your Student Handbook for Sheridan's Plagiarism Policy. You are expected to write your report using business wiiting principles. To achieve this goal1 you must present your material in a clear: concise and easy to understand format. Writing clearly and simply is not easy2 but the benefits to your reader are worth the extra effort 'rite in the formal third person. You are encouraged to get someone to proofread your paper for the correct use of language and grammar. RESEARCH Reference material [on line and hard copy] may provide you with some of the informaon required to prepare your PreCall Report It is most likely that your best source ofinfonnation will be from someone in the sales function of a nancial services organization. Once you have selected your nancial services company and productJ you may set up an interview preferably with a sales manager om this organization. LENGTH, FDRLIIAT AND STYLE You should be able to present your report in a maximum of ID [2 pages {excluding Appendices). Use siZe 12 fonts and double space everything except the Execuve Summary. RememberJ die Precall Report is the basic research document upon which the Sales Presentation will be based. Therefore, all information relevant to making a successful sale should be included in the report. This is a professional report which should be handed in typed1 spiral bound: using appropriate headings and This is a professional report which should be handed in typed1 spiral bound, using- appropriate headings and subheadings. You are to include a cover page? executive summary and endnotes. Pages mustbe numbered (beg-inning after the Table of Contents} in your footer. You may use exhibits such as tables and charts as you see fit. Simple exhibits should be included in the body of your report_1 TLvhile more detailed exhibits can be attached as Appendices. GRADING As stated in your course outlineJ the Pre-call report is worth 30%: ofyour nal grade. Begin working on this report well in advance as it is a major assignment and will require advance planning. Errors in granmar and spelling will reduce your final grade. Your instructor will provide you with a PreCall Report Rubric for more details on how you tvill be evaluated. Pre-ca Report-Til: Winter 2013 Page 1 of 2 FEE-CALL REPORT: OUTLINE Title Page. Your title page should reect a professional sales report Assume the role ofa sale professional tvith the appropriate title. Your instructor is your bossJ so provide her with the appropriate title. Executive Summary: Should be a maximum of one page in length. Table of Contents Industry Knowledge: This section talks about your industry as a 1Whole. This area should be generic and not discuss any details regarding the specic company or service you are selling. Discussions should concentrate on the macro environmental {external} issues that are affecting or tvill affect your industry as a Whole:I such as: I Economic factors affecting sale sfpurchases in the industry I Legalfpolitical controls or constraints inuencing sales in the industry I Social andfor environmental issues I Current trends which are now or will shortly affect (3-5 years) your industry Company Knowledge: This section talks about your specic company. Topics to be covered include: I Your company's background andfor history that would be relevant to a customer in choosing to do business tvith your company I Your company's siZe, reputation, and image Twithin the industry - 'T'Ln nnmanmanlln..." nuns-2-..... n. "mnnJ...n LLHJ- n... -nlnn...' a... LL- nnlliann-innnn {Ci-u- nmnln. I Current trends which are now or will shortly affect (3-5 years) your industry Company Knowledge: This section talks about your specic company. Topics to be covered include: I Your company's background andfor history that would be relevant to a customer in choosing to do business with your company I Your company's size, reputation, and image within the industry I The company policies, practices an procedures that are relevant to the selling process [for example: pricing and discount policies, credit, temas of sale, conditions, interest rates etc.) Product Knowledge: This section talks about your specic product. Topics to be covered; I Relevant key features, advantages and benets of your product I Relevant feature, advantages and benets of service support that accompany your "product" I Evidence andfor stats, testimonials that will prove or support the features, advantage s, and benefits as above Competitive Knowledge: This section talks about your key competitor. Topics to be covered: I list your main competitor cg'w their siZe, reputation, image within the industry along with the product or service they are known for. I The features, advantages and benets ofyour productfservice compared to the key competitive services ofyour main competitor I The features, advantages and benets of dealing with your company compared to dealing with your main competitor Customer Knowledge: This section analyZes a specic customer who would buy your service and include the following: I A description of the buying authority, their key buying needs and their major buying motives I The relationship ofyour product's key features and benets to the major buyer needs and motives Anticipated Objections: This section provides your anticipated objections and a response. I List at least 5 possible objections {reasons for not buying} that the buyer may have to the purchase of your service I Provide one response to each objection listed above REFERENCES All material, except for Anticipated Objections lfUST be sourced. Sourcing is to be included at the end of the report as "endnotes. Details as to which specific article, website extension or interview mfonnation must also be included in your Bibliography. Your instructor should be able to End the articles or citations easily. PIE-call Report-Til; Winter 2013 Page 2 of2