- We work directly with the sales leadership to implement a Sales Managed Environment® framework for coaching and motivating the producer/relationship management team.
The financial industry continues to experience dramatic change as it reconfigures the customer experience with the branch and digital access, fintech platforms, video access and other innovative approaches to better serve clients.
Individuals and companies are looking for seamless integrated “smart” solutions that track and understand their banking, investment and insurance behaviors and relationships.
Your salespeople need to be your most important “smart” solution; ready with a consultative approach to uncover a prospect’s needs and assist individuals and companies in making important financial decisions. That is where we come in!
Who is this course for?
Anthony Cole Training Group has an intimate understanding of the banking and insurance industries and deep domain experience delivering customized financial sales training programs that are targeted and specific. After 28 years, we know the business, the language and the challenges in selling.