Factor 8 | Inside Sales Training
Award-Winning Sales Rep and Sales Manager Training
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Financial Services Sales Training

Inside sales training built for modern sellers who connect,
sell, and close over the phone or online.
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Financial services sales training for inside sales teams

Financial Services Sales Training

Inside sales training built for modern sellers who connect, sell, and close over the phone or online.

VIEW TRAINING PROGRAMS

LIVE CALLING AND COACHING DURING TRAINING

Most sales training focuses on what to do once you’re face-to-face with the decision maker. But today’s sellers spend most of their time finding prospects, getting them on the phone, and keeping them engaged.

Our inside sales training programs are customized to your team’s needs, challenges, and goals—by role, experience level, and industry. Whether your sellers work from the office, at home, or in the field, they’ll build the skills and confidence to connect faster, ask better questions, and close more opportunities.

Every session combines real-world examples, live practice, and coaching designed to help reps apply new skills immediately and see measurable improvement where it counts most: talk time, conversion, and revenue.

Achilles
Chargebee
Financial Services Sales Training
connectandsell200
Frontier Communications
google200
Grainger
The Home Depot
Financial Services Sales Training
HPE
IBM200
Financial Services Sales Training
Intuit
John Hancock
Financial Services Sales Training
new-pig200
Oakwood
Panera
Financial Services Sales Training
Quill
R+L Logistics
Sage
SAP
Concentrix
Staples
TTEC
Verizon Connect
ZipRecruiter

"The Factor 8 solution is what I would design myself."

Factor 8’s heavy focus on skills execution and coaching is where we see a bigger difference from other vendors we’ve used. We appreciate the tailored approach, and the willingness to partner with our internal trainers to roll out a long-term program.

Sean E., VP, Enablement at Crayon

CHOOSE YOUR OWN ADVENTURE

Whether you’re a solo seller, a frontline manager, a fast-growing sales org, or an enablement team building your own program, every Factor 8 solution blends interactive eLearning with live coaching, workshops, and tools so you get training that sticks.
On-Demand Training
Unlimited self-paced sales training for individuals and small teams

Best for: sellers, managers, or teams with more bandwidth than budget.

  • 40+ interactive, role-based eLearning courses for reps and managers
  • Scripts, templates, coaching guides, and call recordings built in
  • Real-world examples and interactive practice
  • New training resources added regularly
Classes + Coaching
Virtual sales training with expert guidance and accountability

Best for: small teams (under 10) needing ongoing skills coaching.

  • On-demand courses paired with live group coaching
  • Call grading and skill development from Factor 8 experts
  • Manager involvement and certification upon completion
Full-Service
Your trusted partner for customized, high-impact virtual sales training

Best for: growing sales teams (10+) ready for customized training.

  • Fully tailored live workshops and coaching sessions
  • Real-time calling and skill application
  • “Coach the Coach” manager training
  • Ongoing support and performance tracking
All-Access License
Customize and deliver Factor 8’s award-winning sales training internally

Best for: enablement teams building or scaling in-house training.

  • Exclusive to Factor 8: soft copies of our instructor-led sales workshops
  • Train-the-trainer and manager coaching support
  • LMS-ready content you can brand, edit, and deliver as your own
  • Long-term license with ongoing updates and partnership support

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See Our Training in Action

Take a quick look inside our virtual and in-person workshops. This short highlight reel shows the energy, interaction, and hands-on practice that make Factor 8 training different; from reps building real skills to managers learning how to coach with confidence. It’s a fast way to see what your team will experience.

Want to see our sales training curriculum?

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SALES ROLES WE TRAIN

Explore our sales training by role, customized for every part of your revenue team.

BDR TRAINING

Give new sellers the phone confidence and call control to book more meetings and create pipeline.

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ACCOUNT EXECUTIVE TRAINING

Teach AEs to uncover needs, run tailored demos, sell on value, and close confidently.

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ACCOUNT MANAGER TRAINING

Grow wallet share with strategic conversations, reactivation plays, and proactive account coverage.

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CUSTOMER SUCCESS TRAINING

Turn retention into revenue with natural expansion, renewal confidence, and value-first conversations.

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INBOUND SALES TRAINING

Convert calls to revenue with consultative selling, add-on opps, and higher first-call resolution rates.

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INSIDE SALES REP TRAINING

Full-cycle new business: prospect, discover, and close net-new revenue with confidence.

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SALES MANAGER TRAINING

Develop confident, high-performing leaders who coach effectively, lead stronger teams, and drive consistent results.

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240% spike in qualified lead quantity and 30% increase in lead acceptance.

Ready to build a stronger, more confident sales team?

Download our sales training overview and see how Factor 8 helps reps and managers sell more, faster—with live calling, real coaching, and proven results.

Ready to build a stronger, more confident sales team?

Download our sales training overview and see how Factor 8 helps reps and managers sell more, faster—with live calling, real coaching, and proven results.

FREQUENTLY ASKED QUESTIONS
Do you customize sales training for financial services teams?

Yes. Factor 8 customizes advisor-led training around your buyers, sales process, messaging, and real-world conversations so reps practice skills in the context they actually sell in.

How is sales training different for financial services sales teams?

Financial services sales often requires trust-building, consultative conversations, navigating complex solutions, and helping buyers make confident decisions. Effective training should reflect those realities, not generic sales theory.

Can sales training be customized to our buyers and sales process?

Yes. We tailor advisor-led training to your buyers, sales motion, common objections, messaging, and the skills your team needs most so reps practice in ways that feel immediately relevant.

What skills do financial services sales reps need most?

Financial services reps often need strong discovery, trust-building, objection handling, value messaging, and next-step commitment skills. Training should help reps guide better decisions and keep opportunities moving.

Is your online sales training industry-specific?

Our online courses teach core selling skills across industries. For financial services-specific customization, Factor 8 uses advisor-led training to tailor examples, coaching, and practice to your sales motion.

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©2025 Factor 8, Inc. | www.factor8.com

About Factor 8

Factor 8 is an award-winning inside sales training company focused 100% on helping sales teams sell in a virtual world. Together we’ve solved the big problem: sales reps and managers are not gaining the skills they need to quickly feel confident and successful long-term. That means they ramp slowly and leave quickly. We’ve made the calls, done the demos, managed the teams, and forecasted the deals. We get you. We have a better way to ensure teams hit higher revenue goals faster. It’s all we do, and we love it. You’ll love the payoff.

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