Learn how to gain access to target sales prospects, identify the best sales opportunities, improve the success rates of sales calls, and improve client relationships. This class is recommended for all banking and credit union sales personnel who specialize in advanced sales.
Visit our course schedule for details.
We strongly believe that classroom based, instructor led training is still the best way for employees to begin the process of mastering new sales and service skills. The ability to interact and share ideas and experiences with peers helps build knowledge, along with practical application of that knowledge. Being with an experienced, energized instructor, who brings life to the materials and content, can expand the potential of our employees and have them reaching to do more than they ever thought they could. While online training has become more important, a group session, led by an instructor, remains the most effective way to transmit knowledge, plus shape a cultural change in how employees think about sales. (more…)
We often say that employees don’t master selling skills in the classroom; they master selling skills on the job. That’s not to say that formal training is not a critical component of the overall selling skill mastery process. Great sales training presents best practices and gives employees ideas on the “what, when and how” of good selling. It provides an opportunity to rehearse new skills and behaviors in a safe environment, to share ideas, and to hear from subject matter experts. Training is only the initial step in a three phase process in developing sales skills and behaviors that also includes coaching and feedback and demonstrating skill mastery on the job. Demonstrating skill mastery and certification of selling skills are the subjects of this brief. (more…)
As the 4th quarter kicks off and 2010 starts winding to a close, it’s time to start looking forward to 2011. As budget meetings are beginning for the New Year, it’s time to reconsider the investment in your human capital as a long term growth strategy for your organization. Since the economic downturn, most financial industry organizations have looked to cut budgetary spending across multiple business lines with employee learning and development often being one of the first reductions. (more…)
People do what they do because of what happens to them when they do it. This applies to your sales force, as it does to anyone, anywhere within your organization. The challenge becomes reinforcing the positive results you want to see and minimizing those activities that are not contributing to your bottom line. A defined, consistent coaching routine is the best way to get the most from your people, and deliver the best results for your firm. (more…)
It’s a new year, a new decade and for many financial institutions it’s time to assess and address the status of their sales and service organization. While our focus is on consulting, training, coaching and metrics in the field of sales, service and sales management, the following article may be applied to almost any area of your organization. (more…)
