Branch Teleconsulting

AUDIENCE: Platform Sales Personnel and Selected Tellers

LENGTH: 1 Day

PURPOSE: The objectives of this conference are to prepare participants to convert phone inquiries into appointments and to follow-up with new members, to obtain appointments, to add to member profiles, and to solidify high value member relationships. The conference will include "live" calls to target members and instructor and peer coaching and feedback.

Participants will be able to:

  • Develop effective scripted call guides for a wide variety of common branch teleconsulting opportunities such as new member on-boarding, service assessment calls, and special offers
  • Establish credibility and interest quickly on the phone
  • Overcome the most frequent objections to proactive teleconsulting calls
  • Identify immediately which prospects are interested and which are not
  • Prioritize the best prospects for member calls
  • Set appropriate objectives for their member calls
  • Monitor their own call effectiveness and make adjustments in their sales approach
  • Convert inquiries to appointments
  • Make effective use of branch call nights

Methodology:

Our consultants will conduct one conference, and your in-house trainers will conduct additional conferences as needed.

This conference is different than other sales training conferences because it provides substantial opportunity for immediate application of skills with real members and extensive instructor feedback and coaching. As a result, this conference has the potential to pay for itself the same day with the earnings on additional sales made during the conference.