Banking and Financial Services Sales Training
Sales Performance Solutions for the Banking and Financial Services Industries
Selling is essential to banking and the financial sector. While maximizing every sales opportunity is necessary, financial advisors, bankers and other sales representatives need a more customer-focused sales culture that prioritizes becoming trusted advisors. Otherwise, conversations become purely transactional or reactionary.
To win more business in today’s competitive financial marketplace, you must uncover a customer’s needs, highlight your company’s value and drive demand for your services. Janek Performance Group can help you unlock these skills with tailored solutions that address your business’s unique industry challenges.
REPRESENTATIVE CLIENTS
Why Your Business Needs Financial and Banking Services Sales Training
In financial services and banking, your best opportunity for long-term success is creating lasting value for your clients. This goes beyond a single transaction. Your clients need to know you are their best solution for financial stability, returns and growth. This knowledge creates a lasting partnership that endures well into the future, giving you repeat business and even referrals.
At Janek, we believe trust should be at the very heart of every sales transaction. Whether offering advice on investment strategies or marketing retirement accounts, to be a trusted advisor, you must care less about your sales pitch and more about helping clients achieve their financial goals.
Our proven sales performance training and sales consulting solutions examine topics that can help your sales leadership, branch staff and customer representatives garner customer loyalty and earn repeat sales, including:
- How to build trust in customer interactions
- Consistent messaging and customer service
- Differentiation and uncovering what sets your products and services apart
- Discovering a broader range of client needs to cross-sell and up-sell services
- Financial and non-financial factors when prospecting clients
- Tracking a customer’s changing financial needs to develop the relationship
Interested in learning more about our financial sales training programs?
One of our team members would be more than happy to assist you with any questions you may have.
Our Financial and Banking Sales Training Solutions
At Janek, our banking and financial services training teaches your team the strategies they need to uncover your customers’ underlying needs. We stay current with the latest financial trends to deliver research-based training unique to your industry. Our process starts with a thorough interview of your sales leadership. We want to understand your challenges from every angle to develop a solution that helps you achieve more wins.
Our hyper-personalized training solutions can be delivered in a traditional classroom setting, online or in a blended learning environment based on your business’s needs. Our core service offerings include:
- Financial Sales Training Courses: We equip your sales force with practical training rooted in research.
- Follow-through Coaching: We offer personalized guidance to unlock your team’s full potential.
- Sales Consulting: We help leadership realign sales strategies with their marketing goals.
- Talent Management: We assist with the hiring process by offering assessments and competency reviews.
Case Study: Banking & Financial Services
Read the in-depth case study in its entirety. Download the detailed PDF!
Explore Customized Training Solutions From Janek
Give your sales force a competitive edge in banking and finance sales with tailored training solutions from Janek. Contact us today to learn more about our extensive range of services. We look forward to partnering with your team to create a winning strategy.
