本研究主要探討壽險業務人員的教育訓練需求與課程規劃，協助企業組織提昇訓練成效，透過個案分析的方式，對實際的教育訓練課程，以問卷調查法並透過套裝軟體SPSS22.0版進行資料分析，說明各課程規劃與業務人員能力養成，研究結論歸納如下： 一、個案公司所規劃的課程，讓業務人員覺得上完該課程，最重要的是在提升「專業知識」面向的能力，其次是「工作技巧」面向，而對「工作態度與工作習慣」能力面向課程，則較少。 二、以課程受訓職級來分析課程內容規劃時，發現業務代表職級的課程，多著重於「專業知識」的養成；在業務主任、襄理、經理職級的課程規劃，係以「工作技巧」面向的能力提升。 三、在人口統計變項與對KASH能力面向上，不論從「性別」、「年齡」、「職級」、「教育程度」、「地區」來看，受訓人員認為上完該堂課後，最重要的是在提升他們哪一項能力面向的認知上，無顯著差異。 This study focuses on training program for life insurance agents and trainee’s recognition of the courses to assist life insurance companies to enhance the effect of training. A case study is done by questionnaire survey and analyzed using SPSS version 22.0 to find out trainee’s recognition of the courses in relation to Knowledge, Attitude, Skills, Habits (KASH). The analysis results are summarized as below. A).After finishing the courses in the training program under this study, trainee’s recognition of the underlying program is that it is designed mainly for learning professional knowledge. Courses in relation to skills are of secondary importance and only a few courses in relation to attitude and habits are covered in the underlying program. B).Analyzing the courses for each rank of trainee, most of the courses for agents are recognized as helping trainee to learn professional knowledge; for supervisors, assistant managers and managers, the majority of the courses are recognized as mainly skills-oriented courses. C).There’s no significant difference in trainee’s recognition of the underlying program in terms of five demographic variables (including gender, age, rank, education level, geographical area) respectively.
