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Sales Strategies – Advanced Sales Program
The Advanced Program builds upon the Core Program skills to provide additional tools for employees who will be more proactively involved in expanding member relationships. Employees learn how to identify members who would benefit from an expanded relationship, in addition to integrating strategies to develop these relationships.
Watch this free webcast to learn more about what the Advanced Program can bring to your credit union.
This Program is Designed for:
- Advanced member service representatives (MSRs) / Financial advisors
- Loan Officers
- Business development representatives
- Front-line supervisors
Learning Objectives
- Learn strategic approaches for building long-term member relationship
- Utilize sales planning to focus on high-gain sales activities
- Build skills for proactive, employee-initiated contacts with members
- Increase your members’ comfort and receptiveness in sales situation
- Expand relationships with new and established member’s profitability
- Leverage your automated member information system as a sales platform
Program Content
Sales Strategies
- The Relationship Management Process
- Developing Strategic Sales Plans
- Building Buyer Comfort
- Leveraging Automated Information Systems
Sales Skills
- Core Skills Review
- Creating Need Awareness
- Reinforcing and Expanding Sales Skills
- Building Trust with General Benefit Statements
- Developing a Questioning Strategy
Sales Processes
- Gaining Commitment to an Appointment
- Expanding the Member Relationship
- Developing Member Relationships Through Targeted Phone Contact
Training Time
- 12 Modules
- 24 Hours
- More than 150 Examples and Exercises
Prerequisite: Sales Strategies—Core Program
100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.
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