OVERVIEW

This Module teaches participants the skills to expand customer relationships and proactively address the customers’ financial needs. Participants practice a proven method for deepening customer connections and proposing solutions to meet current and future customer needs.

 

RESULTS & BUSINESS BENEFITS

Upon completion, participants will be able to:

  • Expand customer relationships, providing a competitive advantage
  • Demonstrate the behaviors that deepen connections with existing customers
  • Implement planning tools to prepare for follow-up customer calls and meetings
  • Handling Objections when faced with customer resistance to a follow-up meeting
  • Develop an action plan for on-the-job skill application and growth

 

WHO SHOULD ATTEND

  • Sales officers
  • Sales managers