Financial Services Sales Training
Attract New Customers and Build Trust with Clients and Prospects
Sales Challenges in the Financial Services Industry
Selling financial services in today’s marketplace offers a unique set of challenges. Your sales professionals are tasked with selling something that’s intangible. They must be extremely skilled at communicating to prospective clients the value of your services and the level of expertise your financial institution can offer.
In addition, many people today are skeptical of the financial service industry, so your sales reps must be able to build rapport and establish a relationship of trust. To succeed, they must empower and educate potential buyers by making complex information and decisions simple to understand for the client. And finally, they must differentiate your firm from lower-priced competitors and free online tools.
How Customized Training from The Brooks Group Can Help
Financial Services sales training programs from The Brooks Group teach your sales force how to differentiate your services from the competition and establish trustful, long-term relationships with clients. Your sales team will learn to use a structured, consultative sales process to guide them through every interaction with prospects. From getting their message in front of the right people and identifying qualified prospects-to building value and selling consistently at premium prices.
Financial planning and investment advising is a complex role that requires frequent personal interactions and exchanges. Your sales team will master the techniques of understanding buyer behavior style and adapting their personality to approach the prospect in the most effective way during sales conversations.
The Brooks Group has partnered with these industry-leading companies and more
Sales Sustainability and Increased Performance in Financial Services Depends on These 3 Key Anchors
Hiring Assessments
The first step in a successful sales training initiative is making sure the right people are in place to do the job and grow your business. Brooks Talent Index assessments identify talent matched for the position, and give sales leadership a guide for coaching in the most effective way.
Customized Sales Training
Program Reinforcement
With Financial Services Sales Training from The Brooks Group your team will learn to:
Become a Respected Partner and Advisor
Your organization’s sales performance depends on how well your salespeople can position themselves as expert advisors. A consultative sales process helps reps establish trust and credibility and enhance your firm’s reputation as a financial service provider.
Fill the Pipeline with Qualified Prospects
An effective sales process begins with strategic prospecting. Your salespeople will learn to define your target customer and quickly evaluate how qualified a prospect is. They’ll learn to leverage current clients for referrals and implement tips for expanding their outreach.
Build Value in the Eyes of Your Prospects
Selling intangible solutions requires expert value-building skills and the ability to convince buyers of an immediate need for your service. A buyer-focused sales process allows your reps to identify wants and needs and present undeniable value to your prospects and customers.
With Financial Services Sales Training from The Brooks Group your team will learn to:
Become a Respected Partner and Advisor
Your organization’s sales performance depends on how well your salespeople can position themselves as expert advisors. A consultative sales process helps reps establish trust and credibility and enhance your firm’s reputation as a service provider.
Navigate Larger Buying Committees
Today’s complex selling environment involves multiple decision makers and different levels of user participants. Your reps will learn to identify unique behavior styles, sharpen interpersonal skills, and adapt their approach to sell the way the buyer wants to buy.
Build Value in the Eyes of Your Prospects
Selling intangible solutions requires expert value-building skills and the ability to convince buyers of an immediate need for your service. A buyer-focused sales process allows your reps to identify wants and needs and present undeniable value to your prospects and customers.