Contact Us

Essence of Sales Management in the Financial Industry

Request a Customized Quote
(5)
In-Person Icon In-Person at Your Office
Online Icon Online Live via Zoom
AI Icon Attendees: Managers, team leaders
Overview
Related Courses
Contact Us
Reviews

Course Description

Learn the essential activities necessary to be successful in the role of sales manager and coach in the financial industry. Sales management has best been described as the ability to get multiple sales through other people. To achieve this goal a manager must transform themselves into the type of leader that can coach, train and inspire their people to greater sales performance. The Sales Management Course gives them that foundation from which to develop from.

Course Content

  • The role of a sales manager
  • Coaching your team to adopt a proven sales strategy
  • Conducting effective sales meetings that motivate
  • Coaching for better results
  • Establishing activity goals that translate into results
  • What’s first? – how to get started
Course Fee:
Request a Customized Quote
In-Person at Your Office
1 Day
Online Live via Zoom
1 Day
Request a Customized Quote

Related Courses

Workplace Well-Being & Stress Management

In-Person Icon In-Person at Your Office
6 Hours
Online Icon Online Live via Zoom
6 Hours

Employee Recruiting and Onboarding

In-Person Icon In-Person at Your Office
1-day
Online Icon Online Live via Zoom
1-day

Sales Management Training: A Quick Guide to Success

In-Person Icon In-Person at Your Office
6 Hours
Online Icon Online Live via Zoom
6 Hours

You Can Contact Us Here

Do you have questions about Essence of Sales Management in the Financial Industry Course?
Contact us today—we’re here to help!

Get in Touch

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

Or feel free to use this form to contact us, and we’ll get back to you right away.

Find Us on Map

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

Subscribe to Our Newsletter

Strategy. Execution. Achievement.

Strategy. Execution. Achievement.

Enhance your team’s performance with expert sales and service training. Contact Fusion Performance Group today to get started with tailored solutions for your business.

Solutions

Quick Links

Reach Us

© Copyright 2025 Automotivaters. All Rights Reserved. Designed, Developed & SEO by Marketing Planet Agency.