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Education Centre

Welcome to our Education Centre. To find your topics of interest, use the search box to search by keyword or choose a category to view listed articles.

Newest Articles Date Posted

Objections – What’s the Dollar Amount

Give the team one simple tool that will help them overcome rate objections.

Materials: Flip chart & markers. Small prizes or scratch tickets.
Time Needed: 20 - 30 Minutes

Introduction – (2 minutes)

08/08/2012

Objections – The Price Difference Strategy

Give the team a simple response to a rate objection that will increase their chance of securing the business.

Materials: Flip chart & markers. Small prizes or scratch tickets.
Time Needed: 25 Minutes
Introduction – (2 Minutes)

08/08/2012

New Business Ideas

Business is Tough?

07/08/2012

New Account Manager Introduction Call

The main idea behind making a new account manager call is to introduce oneself to the client. That objective makes total sense if your account managers are in the practice of regularly (2 x per year min.) calling their clients in a follow up capacity.

07/08/2012

My team has experience – they don't need more training!

Over the years we have seen many financial institutions fall into the trap of viewing sales training or skill development as an event rather than a process. Once someone has attended sales training they are good to go right?

07/08/2012