VIP Class Notes (Tibo) [S]

practice those:
– first meeting – discovery of the needs
– second meeting – proposal meeting
– closing meeting – signing the contract

I’m Leslie, I’m 25 now, I have job I am health insurance sales. I want to improve my English because my work need to use English and I learning the new language. we do health insurances for groups. My favorite is football/soccer. every week we have the game and I play my university classmates. I am Shanghainese. I am living nearby here. but I’m working in Pudong, it is so far. the travel is bad I think. I think the first is my vocabulary is too small, I want learning more vocabulary and I have my big problem is my English grammar.. sometimes my logic is bad so I always say Chinese English so I want to improve.

My leader he is the leader team not very long time. I think his management skills and sometimes I am not respect him. He has experience but he can’t manage people well.

We give him the proposal, the first we need to know about his company, what he wants, what he wants to do and the benefits he wants to give his employees so we give him a proposal. If he thinks it is so expensive we should change the plan and the list . so we change and give him a proposal so we have the negotiated in the money. So we have done in the final but it is not finished we should go to his company and talk with his employees what company buys for you and how can you do in this benefit.

I’m Leslie, I’m 25 now, I have a job I am working in health insurance sales./ I am a health insurance salesman/ I work as a health insurance salesperson. I want to improve my English because I need to use English for my work and I like learning a new language.
We do/provide health insurances for groups. My favorite sport is football/soccer. every week we play a match and I play with my university classmates. I am Shanghainese. I am living nearby. but I’m working in Pudong, it is so far. the commuting/ transport is bad I think.
I think the first issue is that my vocabulary is too small, I want to learn more vocabulary and  my big problem is my grammar.. sometimes my logic is bad, I always use/tend to Chinglish so I want to improve.

My manager hasn’t been the leader for a long time / my manager just got promoted

I think his management skills are not good enough/ I think his management skills are lacking and sometimes I don’t respect him. He has experience but he can’t manage people well.

We give him a proposal, at first we need to know about his company, what he wants, what he wants to do and the benefits he wants to give his employees so that we can give him a proposal. If he thinks it is too expensive we should change the plan and the coverage . we edit and give him a new proposal so that it is within his budget.
After he signs the contract it is not finished, we need to go to his company and talk with his employees to explain the plan to them and how they can submit a claim.

I am from XYZ. could you tell me what you want improve the benefits for your employees.
I am from XYZ. could you tell me what you want to improve about the benefits of your employees.

1 – Do you have an insurance plan? Can you tell me about it.

Did you know you know the ping an why they do not care about the employees?
Why didn’t they cover you? / Why did they reject your claim?

Vocabulary

find a lead: find a new potential customer
I got a list of leads from Tom who works at the company registration office.

to register : to give information / create legally
I registered my company 2 years ago.

prospect : potential customer
I met a prospect yesterday but he his budget was too low for us.

to qualify the lead : to discover if you can sell something to a prospect or not.
This is a good lead, they need our product and they have the budget.

a process : how you do something / series of steps
The sales process starts with discovering the needs of a customer and then giving him a product.

budget : the money you plan to use for something.
My budget is only XXX so this plan is too expensive for me.
The proposal was out of his budget (too high)

to provide: to give /supply
We provide health insurances for companies in China.

to qualify: to decide the quality of something /meet the requirements
I talked to Tom but he is not interested in our product. We have to qualify the lead as not interested.

to commute: to go from your house to the company and back
It takes me 2 hours to commute everyday.

to be promoted: to get a higher position.
I was a salesman and I was promoted to sales manager.

promotion(n)
I asked my boss for a promotion but he didn’t want to give it to me.

coverage: what is included in the insurance contract
You have a full coverage.

to cheat  欺骗
One employee tried to cheat the insurance company to make money.

to cover
We do not cover accidents if they happen in the weekend.

an insurance claim: when a customer wants to get money back for something that is covered
I made a claim last year but the insurance hasn’t paid me yet.

foreign : from another country
I have a foreign client, they are a company from Japan.

classmates: people who study in class with you.
I play soccer with my classmates every week.

to keep in touch: to continue to send and receive information.
I keep in touch with my classmates, we play soccer together every week

experience : knowledge that comes from doing something for a long time.
He has a lot of sales experience, He has been selling insurances for 20 years.

proposal: a list of what you can do and for what price.
We sent a proposal to the company but it was too expensive for them.

insurance plan / insurance policy : a contract that covers you in case something happens
We decided to sign an insurance plan with XYZ.

to reject: to say no to something.
He asked me for dinner tonight but I rejected because I am too busy.

Grammar

want to do something:
I want to improve my English.
I want to sign this customer before the end of the month.

Basic sentence structure
WHO DOES WHAT + additional info
I send the proposal to the customer

using too and enough

It is too hot, we need to turn on the AC.
It is not cold enough, we should turn on the AC.
the manager is too young, he doesn’t know how to be a good leader.
the manager hasn’t worked for long enough, he doesn’t know how to be a good leader.
I am not rich enough, I should work hard everyday.
it is too tough I need to change my job.

using articles(a/the)
Do not use articles with a name/ use them with a noun.
I went to the hospital yesterday.
I went to Huashan hospital yesterday.