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Chartered Insurance Institute
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Sales - bringing in new clients - one day course


This engaging course considers the techniques and confidence needed to make the most of customer relationships and bringing in new business.


  • Why people buy and how they prefer to do this
  • How to make the most of leads coming into the business
  • The importance of preparation in effective sales
  • How to present reports and proposals to best effect, how to answer questions and give the potential client confidence in our answers
  • How best to make use of the advantages our products have over others
  • How to communicate effectively and the importance of attitude and questioning skills
  • Identifying the main objections to buying and how to overcome these
  • How to close sales rather than leaving things open-ended.

There will be opportunity to practice some new skills and to prepare individual actions plans to make the most of new skills and ideas.

Learning outcomes

By the end of the workshop delegates will be able to:

  • Understand how and why people buy
  • Follow up potential leads effectively
  • Effectively present reports and proposals to potential clients
  • Make best use of the features and benefits of your products
  • Deal effectively with objections
  • Close sales more effectively
  • Practice new skills and plan to use new ideas.

Who should attend?

This workshop is for those who have an involvement in business development and wish to help open new doors and bring in new prospects to the business.

Follow-on courses

CPD hours

Attendance of this course awards up to 6 CPD hours where you consider it relevant to your professional development needs.

Book online

London venues sold out!

Scheduled London dates for this course have now sold out, please keep checking the website for updates to availability. Dates are added subject to demand and can also be run in-house for corporate clients.