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Corporate Training Partnerships - for financial services professionals

Marketing and Sales

Marketing and Sales

Direct marketing that gets results

The secrets of powerful copywriting

Customer focused sales and marketing

Effective negotiation skills

Foundation in sales

Excellence in sales

Business-to-business sales

Persuasive presentations

Consultative selling techniques

White Papers

Talent Management and Succession Planning

Articles and Fact Sheets

When your body speaks louder than you

Search our Open Courses directory for more training courses for Sales and Marketing Professionals

 

 

 

 

Course Information

Marketing

Often seen as the key to success, the areas of marketing and sales need people who are alert to the outside competitive world, the critical shifts in the economy as well as the capability of their company to launch and support new products.

There are classic techniques to achieve great marketing results and when we are approached for help the first question we ask is, who is your customer? The answer is often revealing, not just for us but for our client. In the retail area this is normally clear but as a longer chain of suppliers deliver each segment of the end to end process, increasingly less so. In the wholesale markets the inetermediaries and end users of your services need to be considered.

We are not marketing consultants but are in the business of training the skills and knowledge needed to design products, beat the competition and create a marketing strategy. Our unique positioning also allows us to embed an approach that takes account of the FSA's Treating Customers Fairly (TCF)  initiative.

Sales

Selling in the financial services market can cover anything from negotiating complex terms with major corporate clients to a single sale of a simple product over the telephone. Our approach incorporates the standards set by the Financial Services Authority in a positive way.

No matter what the circumstances there are some fundamentals about selling that appear in all of our training: -

  • planning and research before the approach
  • a two-way conversation, listening more than speaking
  • dealing properly with valid objections
  • making sure the solution is right
  • closing the sale at the right time

Managing a Regulated Sales force


Sales people can raise their game considerably when they are led by managers who can help them reach their potential. Our sales management programmes can improve a whole team's sales performance. At the same time we can train in the Supervisiory policy you have adopted to satisfy the Training & Competence standards.

Contact Corporate Training Services to discuss your sales training requirements now on 01327 858 292 or email us on info@ctp.uk.com

Corporate Training Partnerships - Transforming Talent

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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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