Course Goal
This course provides the techniques to effectively market and sell the financial institution’s products and services. The program ensures that sales professionals throughout the organization have the skills and tools they need to achieve your strategic goals and close business in a competitive environment. The course is specifically designed for personnel working in a financial institution.

Course Objectives
Upon completion of the course, participants will be able to execute the essential elements of a successful sale including:

• Prospecting and getting appointments
• Establishing contact and building rapport
• Probe for needs
• Provide solutions
• Handle objections
• Close the sale
• Cross sell and follow-up

Format and Timeframe
The course materials and timeframe are tailored to meet the needs of the audience; be they senior management, relationship managers, product managers or call center personnel. The training seminars and case studies give participants the tactics and skills they need to succeed in real world situations.

Who should attend?
Anyone within the organization who is in a customer contact role.