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Financial Products Sales Consultant Course

Financial Products Sales Consultant Course
flexible workload from 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 Course. Become proficient in customer profiling techniques, including demographic, psychographic, and behavioral segmentation, to personalise your sales approach. Get a thorough understanding of financial markets, current trends, and what customers want. Develop strong communication strategies for engaging customers through social media and email marketing. Learn how to measure your sales performance using KPIs and conversion rates. Improve your product knowledge and create convincing sales pitches that address customer worries and showcase the advantages of your products.

Elevify advantages

Develop skills

  • Master customer profiling: Analyse demographics, psychographics, and behaviours.
  • Navigate financial markets: Understand trends and customer preferences.
  • Develop communication strategies: Engage via social media and email marketing.
  • Measure sales success: Evaluate KPIs and conversion rates effectively.
  • Craft persuasive pitches: Highlight benefits and address customer concerns.

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 Prison System Intelligence Advisor, 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 I work for.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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