Sales: Selling Financial Products and Services

Learn how to sell financial services and products by connecting with client's goals and needs.

Introduction

• Welcome

1. Why Financial Services Sales Matters

• Selling financial services
• Customers: More than a transaction

2. Your Role as a Financial Services Sales Professional

• Knowing what you sell
• The relationship ladder

3. Financially Active Customers

• Tapping financially active customers
• Identifying financially active customers
• Engaging financially active customers

4. Selling What Customers Want

• Five methods for mastering product knowledge
• Matching product to need
• Designing a great sales conversation

Conclusion

• Next steps