Financial Products Sales Consultant Course

What will I learn?
This course will help you boost your sales career and become a top Financial Products Sales Consultant. You'll learn how to understand your customers well by looking at things like their age, where they live, what they like, and how they behave, so you can sell to them better. You'll also get to know the financial market, what's trending, and what customers really want. We'll teach you how to talk to customers using social media and email in a way that makes them want to buy. You'll learn how to know if you're selling well by checking things like KPIs and conversion rates. And you'll become an expert on the products you're selling, so you can make convincing sales pitches that show customers how these products will benefit them and solve their problems.
Elevify advantages
Develop skills
- Understand your customers properly: Learn to look at things like their age, where they live, what they like, and how they behave.
- Know the financial market: Understand what's trending and what customers want.
- Learn how to communicate well: Talk to customers using social media and email effectively.
- Know if you're selling well: Learn to check KPIs and conversion rates properly.
- Make convincing sales pitches: Show customers the benefits and solve their problems.
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 workload.What our students say
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