FINANCIAL APPLICATIONS

Consultative Selling in Finance®
Targeted Skill Level: Intermediate
Duration: 2 hours
COURSE DESCRIPTION Consultative Selling in Finance® teaches finance and business professionals how to engage in a consultative process that builds lasting client relationships and increase sales.
GOALS
After completing this course you will be able to:
- Differentiate yourself, your products and services, and your company
- Position your products so that the client, not your product, becomes the focus of the sale
- Earn your client's interest, trust, and business
- Asses your sales approach, spot your strengths and weaknesses, and make
effective corrections
CASE SIMULATION
With Consultative Sales in Finance you'll reinforce your selling skills through a simulated sales experience and learn the consultative sales approach by participating in real-world cases.
INSTRUCTIONAL PATH CONTENT
- A featured case study in which you will help the CFO of a manufacturing firm
maximize his financial strategy through the use of your corporate finance products and services
- Additional case studies, tied to the feature case, which focus on three critical areas:
- Identifying needs
- Overcoming objections
- Positioning your solution to meet the client's needs

- Expert coaching as you progress through the sales simulation
- Computer-generated evaluation after completing the program
This course is available both online and on CD-ROM.
Call us at 610.388.0969 or use our convenient contact form.
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