8 Courses 3 Categories
This course is based on the Investment Plan training manual and it is focused on Financial Associates, Brokers and External Call center staff.
Insurance
In a highly competitive environment of sales, a structure is needed to ensure high sales performance and produce consistent results.
The sales process is a structure consisting of a set of repeatable steps, that sales people take to convert a prospect into a client. These provide accountability to your sales activities, a better customer experience, leading to a short sales cycle , an increase in the number of serviced customers and more sales being made.