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Corporate Training Partnerships - for financial services professionals

Excellence in sales

Course Code:
Dates: On a date of your choice
Venue: At a location of your choice
Course Fees: Available on application
CPD Credits: 28

To discuss your requirements or for further information contact us on 0203 170 5779 or email info@ctp.uk.com

Excellence in Sales Course Outline

Everyone has people producing a poor level of sales. The statistics just show you who they are and how low is their sales performance level. They don’t want to be in that position and are usually doing their best to move up the rankings.

Our Excellence in Sales course has been designed to help those who may never have had the right approach to customers or those who have been selling for so long their approach is automatic, often automatically wrong!

This 4-day event is designed to increase sales performance by at least 25% compared with pre-course sales.

Quality as well as quantity

Excellence in sales fact sheet


By changing the way that advisers deal with customers, genuinely listening to their issues, and converting their needs to wants, the quality of the sales improves as well as the volumes.

Past courses have succeeded in increasing sales regardless of the time of year, the state of the market and advertising campaigns. The graph shows results from training delivered each quarter over a 12-month period.

Who should attend?

This course is suitable for:-
 Seasoned advisers who need to refresh their skills
 New sellers struggling to meet targets

The day by day programme

How delegates will benefit

You'll be able to:

 Recognise and practice a new way to approach customers
 Develop communication skills - listenting in particular
 Explore how to manage conversations so that all the necessary facts are obtained
 Move customers from recognising the need to wanting the service or product
 Produce better quality, more long lasting relationships

To book this course or for further information please e-mail info@ctp.uk.com or call us on

0203 170 5779.

Corporate Training Partnerships - 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
  • “I found this event of great benefit. Trainer is fantastic. One of, if not the, best courses I have ever been on. Thank you so much.”
    - 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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