How to Organize Events to Recruit Financial Agents for an Insurance Company
Organizing events to recruit financial agents for an insurance company requires strategic planning. You must know about your financial limits, marketing strategies and how to stand out from the crowd of employers. The specific tasks of the events organizer will vary within the industry. However, the overall goal is to find the best quality people with experience to help ensure the stability of an insurance company. Financial agents will help determine who will be insured and affect the profits of the company.
Other People Are Reading
Things You'll Need
- Budget
- Venue
- Sponsors
- Event personnel
- Corporate event planner (optional)
Instructions
-
-
1
Establish a budget for the events. Consider the cost of marketing expenses, the venue, personnel and materials. Make a spreadsheet of each section with the amounts and submit a report to the human resources director.
-
2
Obtain sponsors and/or funding. Sponsors can help make the event possible and allow for more recruiting efforts (i.e., TV promotion).
-
-
3
Secure the location. Typically, financial sector job events are offered in hotel conference rooms. Make sure the event has plenty of parking and easy accessibility. There should be signage or personnel available to direct people upon arrival.
-
4
Create informational handouts for recruits. The handouts should include company history, vision, goals and benefits in a folder package. The benefits should have long-term perks (i.e., graduate school) as well. Decide how the package will be distributed (i.e., upon arrival to the event by a representative).
-
5
Select someone to oversee the recruit contact data collection. Every financial agent recruit should have their contact information collected by someone in human resources that can review it after the event.
-
6
Plan how to entertain recruits. Mentioning benefits alone may not be enough. Live entertainment, speakers, food and raffles can be great options.
-
1
Tips & Warnings
Consider consulting with a corporate event planner for additional ideas.
