Financial Services

virtual meeting

Simplified Financial Service Series: Making it SUPER Simple

Let’s face it, having a sit down appointment is rare these days, however your team is interacting with most likely 30+ people per day!! This weekly series focuses on making financial services SUPER SIMPLE for both team members AND customers:
– Provide simplified and direct questions
– Learn how to reinforce the customers wants, with a meaningful “why”
– Close immediately with an application

virtual meeting

Multiline Series

Weekly series designed for team members to drive transactional multiline sales during auto and or home conversations, topics to include but not limited to:
– Foundation of sales- Attitude, Process, Consistency
– Building Rapport, making a friend
– Factfinding and value statements
– Presenting Options based on demographic, every time
– Closing and overcoming objections