Interactive

You’re in the Perfect Position

Course Overview: This course is designed for anyone interested in understanding the role of sales personnel in a financial institution.

Learning Objectives:

  • Explain the need for effective sales personnel based on increasing competition among financial institutions
  • Describe the importance of the role of a salesperson as a consultant to prospects and existing customer(s)
  • List four basic skills common to all successful salespeople

Audience: Lending Staff

Length of Course: This course takes approximately 30-45 minutes to complete.

Included with Team Membership

About This Course

Course Overview: This course is designed for anyone interested in understanding the role of sales personnel in a financial institution.

Learning Objectives:

  • Explain the need for effective sales personnel based on increasing competition among financial institutions

  • Describe the importance of the role of a salesperson as a consultant to prospects and existing customer(s)

  • List four basic skills common to all successful salespeople

Audience: Lending Staff

Length of Course: This course takes approximately 30-45 minutes to complete.

 

*This course does NOT qualify, nor meet the National Standard for NASBA accreditation. 

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 89
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 89
per attendee