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Sales Excellence Course

The Sales Excellence training course challenges financial institution employees to see themselves as sales professionals. It provides the tools needed to achieve the level of sales professionalism required by financial institutions today. Upon completion of this sales training course, participants will be able to: overcome hesitations about selling and benefit from a professional approach to sales; recognize how your sales efforts benefit your institution, your customer and you; adjust your selling techniques to comply with the unique challenges of financial selling; identify customers’ financial needs quickly and efficiently in a variety of customer situations; structure your sales presentation as a dialog with the customer, rather than pitching’ the product; and use goal setting and the power of positive thinking to improve sales success.  Textbook chapter topics include:

Preparing Yourself to Sell
Common Financial Needs
Building Rapport
Investigation
Presenting the Product
Asking for the Sales
Handling Objections
Closing the Sale and Following Through
Intermediate Sales Skills
Advanced Sales Skills 

Diploma and Certificate Applications:

• Advanced Financial Services Diploma
• Real Estate Lending Diploma
• Consumer Lending Diploma
• Commercial Lending Diploma
• Professional Teller Certificate
• Introduction to Financial Services Marketing Certificate
• Financial Services Marketing Diploma

Schedule and Registration Information

Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

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