SALES AND SERVICE CULTURE EVALUATION is our recommended first step – to assess where you are now and to make specific recommendations for effectively and efficiently achieving your sales and service objectives. It includes one-on-one interviews with select key members of your team so that you will know where they really are and what they feel they need to help you succeed.

SALES AND SALES MANAGEMENT TRAINING – is financial services industry specific. We teach how to sell financial services to a market who wants, needs and can afford what you have to offer. Several levels of training are available so that your people will get what they need, no matter what market(s) they serve or previous skills they may have.

ONGOING MANAGEMENT AND SALES SUPPORT – because training without skilled follow up and sales management is a waste of time and money. We are prepared to provide a full program of ongoing management skill support and/or one-on-one sales coaching and counseling to help ensure continuing performance by Workshop participants.

Objective
To maximize the effective implementation of training programs, further enhance skills and ultimately internalize sales/service culture and values throughout the organization

Methodology

• One-on-One Coaching
• Review of Call Reports
• Effective Measurement and Feedback Systems
• Sales Meeting Topics and Presentations
• Call Program Systems
• Appropriate Goal-Setting
• On-site and telephone meetings with staff to:
• Assist management and staff with consistent implementation of skills, including
• Marketing Techniques
• Sales Problem-Solving
• (Re)Motivation
• Progress Assessment
• Recognition Programs
• Incentives
• Sales/Service Support Systems
• Staff Selection
• Ensure senior management of progress updates, continuing commitment and involvement