Individuals working in banks, brokerage firms, and insurance companies require effective sales, customer service, and communication skills to attract prospective clients, negotiate, and deliver compelling presentations to pitch services, earn client trust, and successfully close sales.
You should take a critical approach to conducting sales to engage major accounts and build client confidence in their investments, insurance products, stocks, and bonds. Pursuing sales training with an experienced business coach is a great way to gain the tools and knowledge you need to adopt successful behavioral strategies.
I use my background in International Economics combined with world-renowned sales strategies to help you earn referrals, engage major accounts, build an impressive portfolio, provide excellent customer service, and reach tangible sales quotas. Read on to learn about several areas of sales training I provide for my clients.
Sales Effectiveness Training
Entrepreneurs will attract new clients and pitch better sales by assessing the effectiveness of their current sales strategy and adjusting or developing a new one. I use my TTI Success Insights® Sales Skills Index report to identify your sales knowledge in seven categories. You will gain insight into what areas of sales you need to improve to sell stocks, insurance, and other financial services.
Sales Success Intensive Training
You will learn essential commerce skills with our sales success intensive training. You will identify and use hot buttons – the emotions driving customers to purchase a product or service – to help you address the top concerns of prospective clients, pitch better sales, and offer relevant services. I also teach my clients in training how to overcome objections with active listening, reasoning, and solution-selling. The goal is to build authentic long-term relationships with clients who benefit from your services.
Superior Selling Skills Training
You will learn to use compelling words and active listening in your communication and interactions with clients to position yourself as the best and most qualified source of information and offer the most helpful and relevant service to address their wants or needs.
Sales Breakthrough Training
You will learn how to increase your revenue by boosting sales and achieving higher commission rates. You will also improve your interpersonal communication, allowing you to deliver excellent customer service to clients and prospective clients.
Brokers’ Opinion of Value Report
Additionally, my Brokers Opinion of Value Report – a report often used by brokers which uses three valuation methods to identify a business’s worth – will analyze the value of specific financial services. The results are an additional benefit to your clients by providing them with critical and relevant financial information.
Ready to transform your sales strategies, close more sales, and earn more? You can book a consultation with me today to develop your skills. I look forward to assisting you in thriving in your financial institution.
