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.

financial services sales training

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

M Financial Group Professional Services
Haig Partners Financial Services
Volkswagen Credit Financial Services
Moodys Financial Services
Volvo Financial Services
Freddie Mac Financial Services

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

IMPACT Selling® is a straightforward, memorable sales process that can be applied to a wide range of offerings. Training is customized to incorporate industry challenges and terminology and gives sellers the prospecting and business development skills needed to consult with opportunities, build value, and sell more at higher margins.

Program Reinforcement

Business development training courses must be met with consistent coaching and reinforcement from sales management in order for the results to stick and produce long-term success. Our reinforcement programs solidify the training, and ensure that reps don’t revert back to old habits.

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.

Become a Respected Partner and Advisor
Navigate Larger Buying Committees

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.

Build Value in the Eyes of Your Prospects

With Financial Services Sales Training from The Brooks Group your team will learn to:

Become a Respected Partner and Advisor

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

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

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.

Your sales team must be able to establish trust and credibility as expert advisors and differentiate your financial institution’s services from lower-priced competition and free online tools.

Ready for your sales team to establish trusted, long-term relationships with clients and build undeniable value in the eyes of decision makers? Let’s start a conversation.