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Advanced Sales Skills for performance advancement

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In-Person Icon In-Person at Your Office
Online Icon Online Live via Zoom
AI Icon Attendees: Managers, Team leaders, Customer Service Reps/Tellers, marketing personel, account managers, loans officers, commercial lenders, mortgage specialists, financial advisors
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Course Description

Even the best thought out sales strategies in the financial industry will still encounter objections for clients. Knowing what to say to competently respond to and resolve those objections will improve sales dramatically in your financial institution.

Course Content

  • How to sell on value and not rate.
  • How to avoid objections before they even come up.
  • How to resolve the major objections:
    • Rate
    • Shop around
    • Think about it
    • Talk to spouse
  • Negotiating skills for financial services .
  • Prospecting strategies to drive new business.
  • Follow up skills to gain new business.
  • Getting more referrals from existing clients in an organized, systematic fashion.
  • How to set up your next sale to a client through a strong delivery.
Course Fee:
Request a Customized Quote
In-Person at Your Office
1 Day
Online Live via Zoom
1 Day
Request a Customized Quote

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Toll Free in North America: (888) 755-7757

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1210 Summit Dr 132 230, Kamloops, British Columbia, Canada

What Our Clients Say About Us

I’m a typically pessimistic person, but this course has really opened my eyes to a world of new opportunity…and it was always right there. I’m excited to make this work when I get back and am optimistic it will be the start of great change.
Mountain View Credit Union
Chris is an adept & skillful presenter who is able to engage a room. His training process and how it connects together is brilliant, & gets the buy-in from participants as each step of the way.
Participant – Valley Credit Union
After our implementation of FUSION we have seen a fantastic change in our numbers. In 2013 we experienced one of the best years in a long time. And 2014 is shaping up for us to exceed our profitability by a fantastic margin. We have seen growth in all areas these past two years. We are in fact achieving the success we had hoped for.
Tom Saulnier – Omista Credit Union
People are a company’s only long term sustainable competitive advantage so train them right and treat them right.
Uve Knaak Canadian Western Bank
I feel after my sessions with Warren I have better ways of asking for business and uncovering future business potential. These tools have assisted me thus far and now I have more to increase my service to the member with increased value.
Community First CU FSR
This is a course that every sales oriented company should provide for their employees. Especially in this day & age where texting and electronics are taking over. Uncovering the member’s needs is crucial. Great job.
Community First CU MSR

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