Coaching Advanced Sales Strategies for the Financial Industry

(5)
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

Course Description

Your team has just gone through the Advanced Sales Course. They now have some great ideas on how to avoid and resolve objections but they won’t turn into superstars without a manager’s support. Do you know what to coach them on?
This advanced sales management training course for credit union or bank managers will give coaches the skills they need to successfully support their team.

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.
In-Person at Your Office
1 Day
Online Live via Zoom
1 Day

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