Selling Financial Products
Program Overview:
This Selling Financial Products program equips sales professionals with the specific techniques and knowledge required to effectively sell financial products such as insurance, investments, and banking services.
Participants will learn how to navigate regulatory requirements while building trust with clients and positioning financial products to meet customer needs.
Who It's For:
This program is ideal for:
Main Learning Objectives:
Understand the landscape of financial products and their regulatory environment
Build effective client relationships based on trust and financial needs assessment
Learn persuasive techniques to position financial products to clients
Master the consultative selling approach for long-term client satisfaction
How It Works
Highlights of the program:
- 1Day 1
Understanding Financial Products and Regulatory Compliance
- 2Day 2
Consultative Selling Techniques for Financial Advisors
Frequently asked questions
Needs Assessment
We start by conducting a thorough assessment to identify your specific training and development needs, goals, and challenges. This helps us tailor our approach to suit your organization’s unique context and the specific targeted solution whether it be a training program, coaching or relevant skills-based course.