Financial Services

Where we can help

• Business Strategy – target markets, routes to market, services/product mix, customer mix (selection criteria), sales operational structures, sales targets, activity planning
• Change Management & Leadership – communicating policy and strategy, values and beliefs, gaining ownership across the organisation, facilitation of action planning and problem solving
• Sales Management & Planning – frameworks for planning the quantity, direction and quality of sales activity to generate targeted results, management information systems, motivation and confidence, recruitment, field sales coaching skills
• Sales Skills Development – training in consultative selling approaches, key account management, advanced influence and persuasion, one-to-one coaching, joint selling
• Sales Proposition – what it is you really do for the client - what you’ve got, why someone should be interested in it, what makes it different, how you flex it according to whoever you may be up against – construction of a suite of front-line sales tools     
• Lead Generation & Networking – training and tools for effective generation of new sales opportunities – client referrals, introducer networks, direct approaches, telephone appointment making
• Sales Selection & Recruitment – designing candidate profiles, briefing agencies and industry network contacts, management of assessment centres, talent spotting.