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Professional Sales Skills Workshop

Corporate Training

Online Training Workshop

This one-day online workshop, will help you to develop and and refine sales-focused skills to enable customers to move towards addressing their needs and achieve good outcomes. The skills you will learn will help ensure consumer understanding and support and are therefore aligned with the requirements of the new Consumer Duty regulations.

Who should attend?

This Workshop is suitable for someone new to the insurance, advisory business or someone who wants to refresh themselves as they are embarking on an insurance selling model.

Summary

Duration Duration: 1 day

Attendees No of attendees: 15

Format Format: Online - Virtual Delivery

CPD CPD: Recognised

Learning Objectives

This workshop, will be broken down into the below sessions:

Session One

Sales Cycle and Customer prospecting

  • The sales cycle of the 21st century, helping your customer to buy rather than being sold to
  • Prospecting techniques, sales pipeline management, securing appointments by phone
  • The referral engine

Session Two

Selling Foundations

  • Sales foundations – the personal inner game and the value proposition you promote with customers.
  • Maximising the first 90 seconds to build a positive first impression
  • The 3 elements of trust – when and how to ensure you nail these 3 elements very early on in the process

Session Three

Factfinding Success

  • Factfinding success.
  • The Lifeline soft needs tool – a powerful, yet simple tool to aid a discussion about the client’s life, past, present and future, to explore their goals and ambitions for themselves.
  • How to ensure you listening with perfection
  • Earmarking and revealing gaps, helping them to make a buying decision

Session Four

Presenting, Closing and Objection Handling

  • Presenting a tailored solution to suit the customer’s needs
  • Reading customer buying signals / requirements
  • Pre-empting objections and handling customer reservations

 

To discuss this course or your learning needs

Your CII Relationship Manager would be delighted to explore your learning needs and can draw on the expertise within the CII Learning Solutions team to support you further. 

Please speak with your Relationship manager in the first instance or contact business.enquiries@cii.co.uk for more information.