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Corporate Training Partnerships - for financial services professionals

Consultative Selling Techniques

Course Code: 2028
Dates: On a date of your choice
Venue: TBA
Course Fees: Available on application
CPD Credits: 6 hrs

Also available to be run in-house  to discuss your requirements contact us on 0203 170 5779or e-mail info@ctp.uk.com 

Consultative Selling Techniques Course Outline

The Financial Services Industry is unique. The Feature-Advantage-Benefit method of selling no longer applies and a more sophisticated approach is needed. This Consultative Selling Techniques course covers the essential skills necessary to form longer term partnering relationships. The session will focus on the consultative approach and how to build trust and credibility in the eyes of the client so that your offering will be irresistible. You will learn how to understand the individual by in-depth questioning and influencing techniques to uncover specific needs and gets you to communicate your product/service to match those needs. You will understand what motivates people to accept propositions and how to present benefits rather than features. You'll develop enhanced communication skills and will refocus your attention from closing the sale to opening the relationship!

Who should attend?

This is an advance course for account managers and sales people who are involved in complex sales solutions and services. This course takes you beyond the ‘making a pitch’ sale and is for you if you wish to be regarded as an expert / consultant rather than as a sales person.

How delegates will benefit

By the end of this workshop you will be able to:
 Understand the key elements of the consultative sales approach
 Understand the different stages of the sales and decision-making cycle
 Gain the client’s trust
 Fully understand the client’s issues and how you can help 
 Establish explicit needs and challenges faced by your client together with their business drivers
 Deliver value propositions to your client based on the knowledge gained
 Use advanced questioning techniques
 Understand how to persuade and influence people
 Plan and prepare to achieve your goals

Training Approach

This immensely enjoyable, totally inter-active workshop will give you a lot of personal attention. Numbers are strictly limited for maximum one-to-one engagement. You will learn by doing, through group exercises and practice scenarios to consolidate learning

Your Tutor

See the Profiles of our Management Development Tutors

Programme Outline

SESSION

CONTENT

Consultative selling
  • Selling approaches 
  • Defining consultative selling
  • Different stages of the sale
  • Decision-making cycle
Building rapport & trust with your client
  • Importance of rapport & trust
  • Importance of questioning skills to uncover all the client’s needs
  • Building win-win partnerships
Advance questioning skills
  • Understanding and identifying the client’s needs
  • Explicit needs vs. implicit needs 
  • How to uncover the REAL need
Presenting your case with impact
  • Getting your market to want what you’ve got
  •  Communication structures
  • Putting forward a logical case
  •  Persuading with passion
Influencing and negotiation skills
  • Power of persuasion
  • The persuasion process
  • Identify different persuasion styles
  •  How to adapt behaviour to meet the style

Closing the sale or opening the relationship?
  • How to sell more – more products, more often, to more people
  • Setting the strategy
  • How to make it happen

Book now. Also available in-house contact us to discuss your requirements on 0203 170 5779 
or e-mail info@ctp.uk.com

Corporate Training Partnerships - Transforming Talent and providing Practical Support: Dynamic Delivery

Booking

If you are interested in booking this course, or if you have any questions, please call call us on 01327 858307.

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  • ““The review of our T&C scheme carried out by CTP really tested our controls and showed us how to make the approach more efficient in a practical and business focused context.”
    - Liz Cameron, Head of Direct Sales Compliance, Scottish Widows
  • “Very timely, excellent content, covered a lot in a short time.”
    - by Nicky Christofides, Head of Compliance at GE Money
  • “CTP provided us with a versatile range of training services from e based testing to technical modules and skills training for our advisers and sales management. They work quickly to satisfy deadlines and think creatively to achieve sustainable results. ”
    - Ian Lockhart, Sales Operations Director, Scottish Widows
  • “I would recommend this event on Understanding Insurance Accounting to anyone new to the insurance industry whether or not they are proficient in financial accountancy. ”
    - David Statham, Group Internal Auditor, IGI Insurance
  • “Role play situations really helped to put the theory of the course into an understandable context that I could relate to.”
    - Countrywide
  • “An excellent industry focused overview of the subject pitched at the right level for all attending. We took value from the day as a team.”
    - Barclays Insurance Services Ltd
  • “Good structure, content and pace of learning”
    - Group Compliance Manager, Clarke Roxburgh
  • “An excellent all round briefing with detail and in depth exploration where necessitated”
    - Tim Sierwald, Audit Manager, Assurant Solutions
  • “The session really made me think about the how to apply the theory of Risk Based Management. Lots of great thought provokers and break out sessions were extremely useful. ”
    - Anna Mansbridge, Business Quality Technician, Allianz Cornhill
  • “We commissioned CTP to undertake a competency review. They listened well, spoke our language, took time to understand our needs and provided a workable solution in a cost effective manner.”
    - John Moffatt, Compliance Director, Riverstone
  • “Pitched at appropriate level with good mix of tell and activity based learning”
    - Legal & General
  • “A difficult subject communicated effectively and in a relaxed manner. Thank you.”
    - S J Fisher, Managing Director, Colemans
  • “CTP have a thorough understanding of the "regulation" … but more importantly the ability to … translate it into company process efficiently and with the minimum of fuss.”
    - John Constable, Head of People Development, JLT Risk Solutions Ltd
  • “A very succinct and highly knowledgeable explanation and presentation of the subject”
    - Duncan Howorth, Managing Director, JLT
  • “CTP very quickly got to grips with our requirements and tailored the course to meet our needs. We had a fantastic dialogue going with our management group. ”
    - MD, Assurant Solutions
  • “CTP's training gave me a vital opportunity to consider the Arrow 2 process and has given me a head start in preparing for this important business event ”
    - Simon McCulloch, Business Development Director, Countrywide
  • “The trainer had superb knowledge of our company, our industry, the regulator and communicated in 'plain English'. There was no jargon. An excellent day! ”
    - Ceara Joyce, Head of Risk with Profits, Legal and General
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    - Rensburg Sheppards
  • “This was fantastic - I would not hesitate to go on another of these courses in the future. Thoroughly recommended. Very good -knowledgeable & approachable”
    - Harsa Charman, Liverpool Victoria
  • “Excellent course, useful practical tools given”
    - Co-operative Bank
  • “Essential event for anyone attending an FSA ARROW visit meeting”
    - James Cooper, Financial Controller, Locktons
  • “Very knowledgeable course leader who used his practical experience well.”
    - By Derek Wood, Compliance Manager at Skandia UK
  • “Useful consideration of the compliance function in the round. Some good reminders and food for thought to help benchmark where our complaince function is.”
    - By David Lingwood, Group Compliance Officer, IGI Insurance Co Ltd
  • “Corporate Training Partnerships have carried out two major projects for us involving consultancy, project work and training of a group of our managers. We were very happy with the results of their work which are standing the test of time.”
    - Karen Martin, HR and Communications Director, Britannic Assurance
  • “I would strongly urge senior managers in the insurance industry to attend this course which really prepares you for FSA interviews.”
    - Paul Williams, regional Managing Director, Folgate (Towergate)

Corporate Training Partnerships Ltd, London Office: 60 Lombard Street, London, EC3V 9EA. Tel: 0203 1705779
Milton Keynes Office: Suite 1:20, Second Floor, Norfolk House East, 499 Silbury Boulevard, Milton Keynes, Buckinghamshire, MK9 2AH  Tel: 01908 488170

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