This powerful self study program is designed for staff who need to make more effective renewal calls. By effective we mean that they will take the call beyond simply asking the client what they want to do. They will first try to secure an appointment, and if that cannot be accomplished, they will go through a sales process that not only attempts to retain the business, but to also explore for additional needs. While the examples used for this training are for an investment renewal call, the concepts can be easily extrapolated for mortgage renewals.
Cost: $49.95 CDN
The program content includes:
- The need for reaching out to client increases as technology reduces in person contact with financial institutions.
- Difference between selling in person and on the phone.
- Sales is not a dirty word! How by being proactive we are helping clients and by not, we are providing less than optimal service.
- 6 compelling reasons for making a renewal call.
- People buy solutions to problems, not products. Understanding the common financial challenges facing your clients.
- The importance of asking the client for a face to face meeting.
- Common incorrect assumptions typically made when calling renewals.
- Example of a call made poorly and discussion around why.
- How to prepare for making the calls.
- Simple 4 step process to get the conversation started.
- Example of a call done well.
- What to do when the client does not want to meet face to face.
- Investigating additional opportunities.
- A technique to help people ask difficult questions.
- How to ask the client to progress to the next step in the sale.
- Example of taking the call beyond the initial need.
All pricing listed below is in Canadian dollars.
| Course | Description | Duration | Cost |
|
Single User Edition |
This single user, multimedia course is for those who want to make more effective renewal calls. By effective we mean that they will take the call beyond simply asking the client what they want to do. They will first try to secure an appointment, and if that cannot be accomplished, they will go through a sales process that not only attempts to retain the business, but to also explore for additional needs. While the examples use for this training are for an investment renewal call, the concepts can be easily extrapolated for mortgage renewals. |
50 Minutes 90 Day Access |
$49.95
|
|
Facilitator Edition |
The facilitator would need a computer with sound & video capability, internet access, and connection to a projector. They would stop the video presentation at set times marked out by the Guide to facilitate the suggested breakout exercises and discussion. What’s included?
More information on this program? Click here. |
With exercises, 2 hours (depending on scope of discussions) 1 Year Access Unlimited Participants |
$495
|
Product Guarantee: Our products are so good, that they are covered under Fusion's 120-day, no-risk, no-questions-asked, money-back, 100%-satisfaction guarantee!