Selling With Confidence
Creating Happiness Through Value Centric Sales
Introduction
About Financial Planner Sales Training
In a competitive market, where the intricacies of financial planning intersect with the art of effective client engagement, the significance of sales training for financial planners cannot be overstated. Beyond crunching numbers, these professionals are entrusted with the delicate task of steering individuals and businesses toward their financial ambitions.
The ability to decipher complex concepts and present them in a coherent and relatable manner to clients of varying backgrounds is a skill. Through specialized training, financial planners can learn how to communicate effectively in such a way with their clients.
Furthermore, clients need to trust and rely on planners to guide their financial decisions. Sales training empowers financial planners to build relationships based on honesty, reliability, and understanding. By improving their ability to listen to clients' needs and address their concerns, financial planners become skilled at not only guiding financial choices but also understanding the emotional aspects tied to money.
Sales training for financial planners is essential for effective client communication, relationship-building, and business growth. It impacts organizations by fostering consistency, enhancing reputation, and increasing revenue. For financial planners and their representatives, sales training boosts confidence, improves communication skills, and equips them to provide tailored solutions that meet clients' financial needs.
Who Should Attend?
This course is for anyone who wishes to:
Refine their skills and improve performance.
Manage and coach their sales representatives.
Generate leads, close deals and grow business.
Explore a career switch as a sales professional.
Break through the glass ceiling for better results.
Learning Outcomes
Upon completion of ‘Selling With Confidence’, participants will have the knowledge and skills to:
Recognise the fundamentals and importance of sales.
Understand the sales funnel for leads generation.
Communicate with different types of customers.
Develop essential selling skills and techniques.
Nurture self confidence for improved results.
Facilitator Qualifications
About our facilitators:
Our team includes HRDF Certified Trainers, Certified Behavioral & Career Consultants, Certified TOT (SEAMO VOTECH), Certified Practitioners of Neuro-Linguistics Programming (NLP) and Certified Coach The Coach, Certified Financial Planners (CFP) as well as Certified Consultants in Strategic Planning & Management.
What People Say
“The session taught us that personality types influence how we think and act. We enjoyed learning reasons why people behave a certain way, enabling better communication, acceptance and less conflict. Definitely a skill worth learning!”
“The facilitators are accomplished speakers, communicators and trainers. Funny and entertaining as well. EPIPEOPLE has a great track record of having trained a large numbers of teams from individuals to corporate groups. The training they offer will help you and your team and your business grow.”
“Knowing other people’s behavioural styles can help you understand their priorities and how they may differ from your own. You also learn how you react to certain personality types and how to increase your effectiveness with styles that are different from your own, Thus, improving your workplace relationships and team work. I recommend choosing EPIPEOPLE.”
“Really good and fun. The aim and objectives were successfully sent through and it was easy to understand. It made me realize that how people act towards you depends on the way you act to them.”
Let’s Connect.
We take pride in the quality of our services. To ensure that you have the best possible experience with us, we would like to better understand your needs.
Kindly leave your contact details below and our team will connect with you soon.
