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Financial Products Sales Consultant Course
Take your sales career to the next level with our Financial Products Sales Consultant Course (Zambian Edition). Learn how to profile customers properly, using information like their age, where they live, how they think, and what they do, so you can approach them in the right way. Get a better understanding of the financial market, what's happening now, and what customers like. Develop good ways of talking to people using social media and email. Learn how to see if you are doing well in sales by using things like KPIs and conversion rates. Improve your knowledge of financial products, and learn how to make good sales pitches that deal with what customers are worried about and show them the good things about the product.
- Get good at customer profiling: Look at things like age, where they live, how they think and what they do.
- Understand the financial market: Know what's happening now and what customers like.
- Improve communication skills: Talk to people well on social media and through email.
- See how well you're doing in sales: Use KPIs and conversion rates properly.
- Make good sales pitches: Show the good things and deal with customer worries.

from 4 to 360h flexible workload
certificate recognized by MEC
What will I learn?
Take your sales career to the next level with our Financial Products Sales Consultant Course (Zambian Edition). Learn how to profile customers properly, using information like their age, where they live, how they think, and what they do, so you can approach them in the right way. Get a better understanding of the financial market, what's happening now, and what customers like. Develop good ways of talking to people using social media and email. Learn how to see if you are doing well in sales by using things like KPIs and conversion rates. Improve your knowledge of financial products, and learn how to make good sales pitches that deal with what customers are worried about and show them the good things about the product.
Elevify advantages
Develop skills
- Get good at customer profiling: Look at things like age, where they live, how they think and what they do.
- Understand the financial market: Know what's happening now and what customers like.
- Improve communication skills: Talk to people well on social media and through email.
- See how well you're doing in sales: Use KPIs and conversion rates properly.
- Make good sales pitches: Show the good things and deal with customer worries.
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.What our students say
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