Financial Services Sales Training

Financial Services Industry

Financial Services Industry

Success Stories

International Financial Services Firm – Sales Support Group Writes More Winning RFPs

A leader in the financial services industry wanted to increase their Request for Proposal (RFP) success rate and identified a need to upgrade the skills of the sales support team that wrote much of the RFP content.

Mid Sized Financial Specialty Provider - Selling Skills Workshop and Individual Skill Assessment

An international provider of point-of-sale data for investors wanted to upgrade the capabilities of their sales organization in order to aggressively grow their business worldwide.

Mutual Fund Company - Team Selling and Cross Selling

Financial services and mutual fund firm needed to improve the ability of newly-formed sales teams to cross sell additional products and services

Financial Advisory Firm - Leadership and Influence Training for Managers

Newly promoted managers at large financial advisory firm needed coaching and influencing skills.

Major Mutual Fund Company - Team Selling Training

Team selling approach needed for key accounts at major mutual fund company.

Financial Services Call Center - Cross selling and Consultative Sales Training

Inbound call center at large financial services firm improves cross-selling and consultative selling abilities.

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