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Financial Products Sales Consultant Course
Boost your sales career with our Financial Products Sales Consultant Course. Learn how to properly profile customers by looking at their demographics, psychographics, and behaviours, so you can tailor how you approach them. Get a better understanding of the financial market, the latest trends, and what customers want. Develop good communication strategies by using social media and email marketing. Learn how to measure how well you're selling by looking at KPIs and conversion rates. Improve your knowledge of the products and create convincing sales pitches that deal with what customers are worried about and show them the advantages.
- Master customer profiling: Study demographics, psychographics, and behaviours.
- Navigate financial markets: Understand trends and customer preferences.
- Develop communication strategies: Connect with people through social media and email marketing.
- Measure sales success: Properly evaluate KPIs and conversion rates.
- Craft persuasive pitches: Show the benefits and deal with customer worries.

flexible workload from 4 to 360h
certificate recognized by MEC
What will I learn?
Boost your sales career with our Financial Products Sales Consultant Course. Learn how to properly profile customers by looking at their demographics, psychographics, and behaviours, so you can tailor how you approach them. Get a better understanding of the financial market, the latest trends, and what customers want. Develop good communication strategies by using social media and email marketing. Learn how to measure how well you're selling by looking at KPIs and conversion rates. Improve your knowledge of the products and create convincing sales pitches that deal with what customers are worried about and show them the advantages.
Elevify advantages
Develop skills
- Master customer profiling: Study demographics, psychographics, and behaviours.
- Navigate financial markets: Understand trends and customer preferences.
- Develop communication strategies: Connect with people through social media and email marketing.
- Measure sales success: Properly evaluate KPIs and conversion rates.
- Craft persuasive pitches: Show the benefits and deal with customer 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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