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    Please use this identifier to cite or link to this item: https://nccur.lib.nccu.edu.tw/handle/140.119/136885


    Title: IFRS 17 影響下保險業務員職涯地圖研究
    Research on Insurance Agents’ Career Planning under IFRS 17
    Authors: 江志偉
    Chiang, Chih-Wei
    Contributors: 周冠男
    江志偉
    Chiang, Chih-Wei
    Keywords: IFRS 17
    保障型產品
    創業家
    自我激勵
    退休財富
    IFRS 17
    Protection-oriented Product
    Self-motivation
    Entrepreneurship
    Retirement Wealth
    Date: 2021
    Issue Date: 2021-09-02 16:27:01 (UTC+8)
    Abstract: 保險業為因應 IFRS 17 會計公報實施，需調整產品結構，讓保險產品回歸保障本 質，將一改過去台灣保險產品以儲蓄型商品為銷售主力的市場環境，然而要改變業務 員銷售市場接受度低以及相對不熟悉之保障型產品時，身為保險業主管需調整業務員 的心態與技術，使之維持績效，降低市場改變帶來的衝擊。因此，本研究旨在針對 IFRS 17 對於業務員多方影響做出管理與培訓之計議，並且結合筆者過去於海軍服役之 經歷與 F-公司業務員職涯藍圖，給予保險業者人才管理上之建議，且鼓勵廣大保險業 務員使之成為創業家。
    業務員的知識與行銷技巧能透過集團資源加以培訓，且基於自我激勵及外在獎勵 之動機打造創業家氛圍，促使業務員在大環境動盪之下仍能夠化危機為轉機，創造時 間及財務自由的全人生活。因此，F-公司提供企業大學進行培訓，且透過三環管理及 業務制度激勵業務員，並借力集團整合行銷支持之情況下，讓身為銜接保險公司與客 戶之業務員，不僅得以在這轉淚點前穩住陣腳、打造專屬舞台，創造自身價值。
    ABSTRACT
    In response to the implementation of IFRS 17, the insurance industry needs to adjust the product structure to refocus on its nature of protection. This will impact on the market condition since Taiwan’s insurance products were mainly sold by savings-oriented products. However, the salespersons preform low degree of acceptance of relatively unfamiliar protection products. Therefore, it is crucial that the insurance industry executives need to adjust the mindset and improve skills of the salespersons to maintain their performance and reduce the negative impacts on market changes. Hence, this research aims to make management and training suggestions for the multifaceted impacts of IFRS 17 on sales personnel. With the combination of author’s past experience in the Navy and Fubon’s career blueprints for sales personnel, the author provides advice on the talent management of insurance companies, and encouraging insurance salesmen to become entrepreneurs as well.
    The knowledge and marketing skills of salespersons can be trained through the resources of Fubon group. Furthermore, with the entrepreneurial environment which could be cultivated through the self-motivation and external rewards, salespersons could turn crises into opportunities under the turmoil of the general environment, and create both time and financial freedom lifestyle by the mechanisms. Therefore, Fubon provides corporate universities for training, motivates salespersons through the three-ring management and business rewarding system, and leverages the group`s integrated marketing support so that salespersons could make connection between the insurance company and customers successfully. In a nutshell, we hope that the salespersons can not only have a clear career path but also create their own value under IFRS 17.
    Reference: 王季芸(2002)。我國退休金與老人經濟安全保障之探討(碩士論文)。未出 版之碩士論文，國立政治大學，管理學程社會財經組，臺北市。
    王儷玲，(2002)。從美國企業退休金制度發展趨勢看台灣勞工退休金的改制 。保險實務與制度，1(1)，27-55。
    吳志松(2005)。民營機構購買商業年金保險影響因素之研究-以臺灣中部地區 為例。未出版之碩士論文，朝陽科技大學，保險金融管理系，台中市。
    李燕鈴(1998)。消費者對購買變額年金保險態度與特質之分析-以台中市實證 研究。未出版之碩士論文，逢甲大學，保險學研究所，台中市。
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    梁勁煒(2003)。退休生活理財規劃與個人年金保險。未出版之碩士論文，國 立交通大學，經營管理研究所，新竹市。
    陳瑛英(2005)。我國勞工退休新制實施後,個人年金保險商品購買意願之硏究 :以台中縣市壽險保戶為例。未出版之碩士論文，朝陽科技大學，保險金 融管理研究所，台中市。
    陳賢儀，(2018)。IFRS 17「保險合約」與現行會計準則實務主要差異分析。 會計研究月刊，395 期，40-47。
    陳賢儀，(2019)。IFRS 17 財務報表之表達與揭露。會計研究月刊，406 期， 72-81。
    莊蕎安，(2019)。因應 IFRS 17 保戶、投資人的新課題。會計研究月刊，406 期，58-65。
    遊文伶(2007)。個人商業年金保險在退休規劃的重要性與最適配置。未出版 之碩士論文，國立政治大學，商學院經營管理學，台北市。
    鍾俊文，(2004)。少子化、人口老化及人口減少的成因、衝擊與對策。臺灣經 濟論衡，2(6)，11-46。
    Description: 碩士
    國立政治大學
    經營管理碩士學程(EMBA)
    107932152
    Source URI: http://thesis.lib.nccu.edu.tw/record/#G0107932152
    Data Type: thesis
    DOI: 10.6814/NCCU202101183
    Appears in Collections:[經營管理碩士學程EMBA] 學位論文

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