Selling Financial Products to Clients

The module focusses on sales related services within the financial ser- vices sector. It is important for the sales operation to shift from simply increasing sales to ensuring customers’needs are met and that satisfaction is maintained after the purchase. To keep buyers happy, financial services’ consultants and planners need to maintain constructive interaction with their customers which includes continually seeing to their future needs and managing their complaints. This section includes insights into sales management, skills in dealing with clients as well prospecting and managing a client base.

Topics
– Prospecting
– Managing a client base
– Interpersonal and selling skills – Product distribution
– Administering a sales team