We offer phone based sales training seminars in a private in-house format at the location of the customers choice. Public courses are also regularly scheduled as well across the United States and are available in Washington cities like Seattle, Bellevue, Spokane, Tacoma, and Vancouver.

Browse the list of our training seminars on the right. Contact us for additional information.

Telemarketing Essentials for the Financial Industry

The past few years have proven to be particularly turbulent for the financial industry. Events such as the bursting of the technology bubble, the 9/11 terrorist attack, high profile financial scandals and an economic recession caused many brokerage companies and other financial firms to suffer during a tailspin in the industry. Lack of consumer confidence and the unwillingness of investors to sink money into speculative markets have had an adverse affect on the sales numbers and the success of many of the country s largest financial firms. Recent signs are pointing to a strong economic recovery and an increase in investments. As markets recover and the economy grows at a healthier clip, financial industry sales professionals are now poised to reap the rewards of a potentially booming economy. Telemarketing skills that enable Telemarketing reps to improve their prospecting, selling and closing capabilities are required in order to take advantage of this new environment. Our Telemarketing Essentials for the Financial Industry sales training workshop is designed to provide strategic sales skills while keeping the particular needs of the financial industry in mind. 

Mirroring the fast-paced, challenging and highly interactive environment found in the financial industry, our two-day Telemarketing Essentials for the Financial Industry program focuses on the ability to sell new and more profitable financial products to new and existing customers. Time is spent reviewing existing Telemarketing activities and current Telemarketing strategies to understand what sales process modifications can be made to achieve immediate results. Practice sessions and the implementation of proven sales methodologies and skills allow Telemarketing reps to incorporate newly learned Telemarketing skills into their daily routine. Regardless of whether a customer has a long history and solid relationship or is new to purchasing financial products, the skills taught in this class will help Telemarketing reps tap into more opportunities to drive revenue and exceed sales targets. The classroom environment is shaped by external experiences of the participants. Learning is reinforced via the use of interactive role plays, group activities, exercises, instructor lectures and peer-driven discussions. 

Telemarketing Essentials for the Financial Industry participants will learn to:

  • Cold call more effectively to build the sales pipeline
  • Get past gatekeepers to reach investors and other decision makers
  • Overcome the most common objections thrown out during cold calls
  • Analyze their current customer base and past Telemarketing activities
  • Uncover new sources of revenue within their existing customer base
  • Work with the needs of different buyers found in the Telemarketing process
  • Understand buyer behavior and motivators
  • Adjust the Telemarketing process based on buyer behavior
  • Utilize Telemarketing strategies to improve personal sales skills 
  • Understand how economic conditions and stress factors affect buyer behavior
  • Establish rapport and build chemistry during the Telemarketing process
  • Receive referrals from satisfied customers
  • Apply questioning strategies to uncover needs, priorities and concerns
  • Identify problem areas and potential solutions
  • Promote new financial products or services that complement existing offerings
  • Create personal Feature, Advantage, Benefit statements
  • Increase their closing ratio

It was my first time, but I would gladly attend another of your classes. I found it to be very informative.

Lori Silloway
Sales & Administration
Lamons Gasket
Bellingham, Washington

Telemarketing and Phone Sales Seminars, Courses & Workshops are available throughout the United States and Canada.

Phone Sales/Telesales Training in Washington

Seattle, Bellevue, Spokane, Tacoma, and Vancouver