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Professional Sales Skills Workshop

12 July 2024, 09:30-16:00 (UK)

Online Training Workshop

This one-day online workshop, will help you to develop and refine sales-focussed skills and processes to enable you to identify their needs and seek solutions to help them achieve their financial goals.

Members: £249
Non-members: £299

booking form link

What will I get by attending the course? 

  • Master prospecting
  • Instantly build credibility and likeability and make a positive impact with your first impression
  • Learn the 3 secrets to trust so you can move the customer towards understanding and taking action to achieve their goals
  • Adapt your approach to suit your customer’s style, needs and motivation
  • Revitalise your questioning and learn how to elicit soft facts in a conversational manner to reveal the need for insurance protection.
  • Learn how to build a desire for your products based on helping the client understand how it addresses their needs and goals
  • Tailor your offering and stand out amongst the crowd
  • Discover techniques to build rapport and guide your customer to taking action towards their objectives

Who should attend?

This Workshop is suitable for someone new to sales, or financial services advisory business - mortgage and protection advisers and IFAs.

Course Overview

This one-day online interactive Training Workshop, will be broken down into the below sessions:

Session One

Sales Cycle and Customer prospecting

Session Two

Selling Foundations

Session Three

Factfinding Success

Session Four

Presenting, Closing and Objection Handling


Method of delivery

The Training workshops will be delivered onlineover a full-day, via Zoom, on the 12 July 2024, 09:30-16:00 (UK).

Delegates must ensure they can access the online workshop through Zoom.  



Paul Archer

Paul Archer is a renowned financial services sales expert, nine times published author, Paul will share with you the latest sales techniques that are very relevant for the modern consumer. He'll show you how to plan for them using the lifeline financial planning tool and to coach rather than sell.

Paul Archer, 40 years in financial services as salesperson, sales manager, training manager and independent sales consultant to hundreds of insurance firms in the UK, USA, Middle East and Far East.



At the end of this course, you will receive a certificate of attendance from the Chartered Insurance Institute.


Introductory Price


How to book

To register for this course, please complete the below form: 

booking form link

For enquiries about this course, please email to:


Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses. By booking on to this course, you are agreeing to our terms and conditions and for your information to be shared with our training provider.