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Financial Products Sales Consultant Course

Financial Products Sales Consultant Course
from 4 to 360h flexible workload
certificate recognized by MEC

What will I learn?

Boost your sales career with our Financial Products Sales Consultant Course. Become an expert in customer profiling techniques, including demographic, psychographic, and behavioral segmentation, to tailor how you approach customers. Get a good understanding of financial markets, what's trending now, and what customers like. Create strong communication strategies using social media and email marketing. Learn how to see if your sales are doing well using KPIs and conversion rates. Improve your product knowledge and develop sales pitches that really convince people by dealing with their worries and showing them the good things about what you're selling.

Elevify advantages

Develop skills

  • Master customer profiling: Understand demographics, psychographics, and behaviours of customers.
  • Navigate financial markets: Understand what's going on and what customers want.
  • Develop communication strategies: Connect with people through social media and email marketing.
  • Measure sales success: See how well you're doing by checking KPIs and conversion rates.
  • Craft persuasive pitches: Show the good points and deal with any worries customers have.

Suggested summary

Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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