Virtual Financial Services Sales Training
WE’RE DIFFERENT. DIFFERENT IS BETTER.
Most financial services sales training on the market today addresses a narrow window of selling: what to do when you’re face-to-face with the decision maker. So, how often do your reps get to do that? They need help finding that decision maker, getting them on the phone, and keeping them engaged. Not to mention voicemails, emails, and closing for the next call. Don’t do sales theory, let’s train them together on how to do their job.
Live calling and coaching DURING the sales rep training program.
AWARD-WINNING FINANCE SALES TRAINING
What can we say? We’re a little bit proud! We strive to be the best but the real reward is when our clients and peers think we’re the best. See our awards here.
WHY INVEST IN TRAINING?
Do you need help justifying the budget? Studies show that 85% of sales teams that rank best-in-class use a professional sales curriculum. (Aberdeen)
WHY CLIENTS CHOOSE US
Phone selling is a hands-on sport; we train it like one. We’re known for getting reps on the phone during training and getting results before training is over.
“The reps that went through your training are my highest paid reps in the company; I’ve created a career path just for these guys. They’re like my Seal Team Six. They just get it.”
Michael Poe, SVP Operations &
OUR VIRTUAL SALES TRAINING PROGRAMS
You want twice as many leads in the pipeline, right? Equip your Business Development Reps with the skills and coaching they need to DOUBLE their talk time and conversion rates.
ACCOUNT EXECUTIVES & CLOSERS
You invested to get the leads, now can your team convert them? Leads are clues, not foregone conclusions. Help your AEs and Closers strategically uncover opportunities and increase revenue.
INSIDE SALES REPS & ACQUISITION
Your teams is likely working from lists with little to no buying history; a true cold call. They need to know how to have business conversations that capture net new revenue and move opportunities through the pipeline.
You need your team to increase wallet share and sell more products within existing accounts. We give your team of cross/up-sellers the sales acumen they need to capture and keep the attention of your current buyers.
This team is the heart and soul of your business. We take them from being order takers to learning how to be account strategists. This means improved retention, account penetration, profitability, and growth goals.
Download our Virtual Sales Rep Training Brochures
Can you show me your programs?
We sure can. Our programs are interactive, real-time training classes that can be applied immediately. Check out our rep programs here.
Hmm. What are others saying?
We’re glad you asked. We’re delighted to see how program participants have transformed the way they work – they’re crushing their goals. Check out the unbiased reviews over at AA-ISP. We can’t edit these!
"85% of Sales Teams that rank as best-in-class use a professional sales training curriculum."
"World-class sales organizations spend approximately $1500 per Rep on training annually."
"The number one challenge in Inside Sales is 'Lack of Development'."
AMERICAN ASSOCIATION OF INSIDE SALES PROFESSIONALS
"50% of Sales Reps today have to be retrained or removed."
JOINT STUDY BY CEB AND BAIN & COMPANY
"83% of Best in Class companies consider in-person instructor led training most effective."
STEP 1: ASAP
Let’s talk about your team and goals to determine the right
program for you and what we’ll customize.
STEP 2: TWO MONTHS BEFORE
We’ll complete a scope of work and lock in your dates. We recommend booking our sales representative programs ASAP. Our calendars are typically booked 2+ months in advance.
STEP 3: ONE MONTH BEFORE
We collect baseline sales data and listen to calls to create your
custom workshop and integrate the voice of your customer.
STEP 4: ONE WEEK BEFORE TRAINING
A final leadership review and kickoff call to get your team
aligned and excited.
ARE YOU READY TO BE BEST-IN-CLASS?
Fill out the form to request more information on our customizable financial services sales training programs.