Sales Excellence

Course Number: Self-Study

Course Code: MKA1022

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.

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

Audience: Anyone interested in improving their selling skills.

Prerequisites: n/a

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Member Price: $605.00
Non-Member Price: $705.00
Textbook Charge: $0.00

Credits: 2


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