Innovative concept initiated by CELDA, this system aims to significantly increase the skills of the sales force dedicated to the marketing of insurance products and services (goods such as car insurance, home insurance, etc.) and customer protection (health, death, etc.).
“The game is at the heart of this disruptive journey,” emphasizes Bertrand Magnin, “and the teams are in a process of collective construction during the training, before implementing what they have designed. It is a participatory approach which allows us to position our advisors as the best experts in the field of insurance in our territory.”
Launched in September 2023, this system has already proven its worth: CELDA’s sales teams respond even more to the requirements of the insurance profession. “I am very proud of this solidarity which is expressed in the expertise of the insurance profession,” recalls Catherine Amin-Garde. As a Montilian, I remind you that in 2019, the earth shook in Teil, in Ardèche in an unprecedented way: the consequences were dramatic. The Caisse d’Epargne fully played its role as a local player for disaster victims. We know how to stand alongside our customers and members on a daily basis. »
Focused on insurance and customer protection in 2023 and 2024, this training will evolve towards other areas of banking expertise, with the aim of further developing the recommendation of advisors and thus providing the best advice to CELDA customers.
Caisse d’Epargne et de Prévoyance LOIRE DROME ARDECHE Cooperative limited company with a management board and guidance and supervisory board, Governed by articles L512-85 et seq. of the Monetary and Financial Code, with share capital of 352,271,000 euros. Head office: Espace Fauriel – 17, rue des Frères Ponchardier – BP 147 – 42012 Saint-Etienne cedex 2 – 383 686 839 RCS Saint-Etienne. Insurance intermediary, registered with ORIAS under number 07 002 052. Holder of the professional card “Transaction on real estate and business without collection of funds, effects or values”, number CPI 4202 2018 000 023 421 issued by the Chamber of Commerce and Industry of Lyon Métropole Saint-Étienne Roanne, CEGC guarantee – 16, rue Hoche Tour Kupka B TSA 39999 92 919 LA DEFENSE CEDEX. Unique identifier REP Papiers no. FR232581_03FWUB (BPCE – SIRET 493 455 042).
2024-02-03 23:00:47
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