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Financial Products Sales Consultant Course
Take your sales career to the next level with our Financial Products Sales Consultant Training Course. Learn how to properly identify and understand your customers, using things like their age group, how they think, and how they behave, so you can approach them the right way. Get a good understanding of the financial market, what's trending now, and what customers like. Develop good ways of talking to people through social media and email marketing. Learn how to measure if you are selling well by using things like KPIs and conversion rates. Improve your knowledge about the products and learn how to create sales pitches that convince people, address their worries, and show them the good things about the product.
- Learn how to identify and understand your customers well: Analyze their age group, how they think, and how they behave.
- Understand the financial market: Know what's trending and what customers like.
- Develop ways of talking to people: Connect with people on social media and through email marketing.
- Measure if you are selling well: Properly check KPIs and conversion rates.
- Create sales pitches that convince people: Show them the good things and address their worries.

flexible workload of 4 to 360h
certificate recognized by the MEC
What will I learn?
Take your sales career to the next level with our Financial Products Sales Consultant Training Course. Learn how to properly identify and understand your customers, using things like their age group, how they think, and how they behave, so you can approach them the right way. Get a good understanding of the financial market, what's trending now, and what customers like. Develop good ways of talking to people through social media and email marketing. Learn how to measure if you are selling well by using things like KPIs and conversion rates. Improve your knowledge about the products and learn how to create sales pitches that convince people, address their worries, and show them the good things about the product.
Elevify advantages
Develop skills
- Learn how to identify and understand your customers well: Analyze their age group, how they think, and how they behave.
- Understand the financial market: Know what's trending and what customers like.
- Develop ways of talking to people: Connect with people on social media and through email marketing.
- Measure if you are selling well: Properly check KPIs and conversion rates.
- Create sales pitches that convince people: Show them the good things and address their worries.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workloadWhat our students say
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