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LinkedIn Learning

Sales: Selling Financial Products and Services

via LinkedIn Learning

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Overview

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Learn how to sell financial services and products by connecting with client's goals and needs.

Syllabus

Introduction
  • Welcome
1. Why Financial Services Sales Matters
  • Selling financial services
  • Customers: More than a transaction
2. Your Role as a Financial Services Sales Professional
  • Knowing what you sell
  • The relationship ladder
3. Financially Active Customers
  • Tapping financially active customers
  • Identifying financially active customers
  • Engaging financially active customers
4. Selling What Customers Want
  • Five methods for mastering product knowledge
  • Matching product to need
  • Designing a great sales conversation
Conclusion
  • Next steps

Taught by

Meridith Powell

Reviews

4.8 rating at LinkedIn Learning based on 415 ratings

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