Financial Sales Training

Find and retain clients and increase sales in an ever changing financial climate.

Find out more about our sales training course

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    Financial Sales Training

    In a climate that is constantly changing, it is increasingly difficult for financial businesses to win and retain clients. Our financial sales training course provides you with the tools to grow your business performance.

    What Is Financial Sales Training?

    Companies in the financial sector face a unique set of challenges when selling to prospective clients. Firstly, the industry is incredibly competitive and it can be incredibly hard to differentiate your services from that of other companies. Adding to this, many are sceptical of financial services and trust can be difficult to achieve.

    Therefore, we’ve created a bespoke financial sales training course that caters for these bespoke challenges and helps your company to overcome them.

    During the course, we will introduce your team to our unique sales system, PROCES. Essentially, this logical sales system helps you to maximise each and every sales opportunity but also help you learn where you went wrong when a prospect tells you no. It is through implementing PROCES that every business engaging with Kennedy Ross has increased their sales and business performance by at least 20%!

    Financial services require frequent and effective conversations that build up trust with prospects. Therefore, our finance sales training course introduces you to Business Style Awareness. By being aware of your own business style you are better equipped to diagnose that of your client, adapt your style to approach your prospect, and therefore form more productive conversations and negotiations.

    Overall, our finance sales training ensures that all members of your financial sales team are confident in their sales and negotiation skills so they are fully equipped to bring in new business and cater for existing accounts to ensure 100% retention rates.











    Why Choose Kennedy Ross For Finance Sales Training?

    Our training consultants have years of experience working within the financial sector. Therefore, we know the extensive difficulties banking and investment sales teams can face and how to help you overcome these.

    Despite these universal sector issues, we also know that each company and sales team have their own challenges and goals. Therefore, we take time to get to know your business, your goals and your challenges in order to provide the best advice and support possible.

    It is this industry experience and sales expertise combined with our consultants’ ability to get stuck in with your business that enables us to guarantee an increase in your business performance when you complete our financial sales training.

    We offer financial sales courses nationwide, including the following locations.

    • London
    • Manchester
    • Liverpool
    • Preston
    • Lancaster
    • Leeds

    To find out more about our finance sales training course contact our team. 

    “We operate in a very fast moving business environment so maximising every sales opportunity is critical in maintaining our success. We have worked with other sales training companies, but the impact has been negligible at best. So we asked Kennedy Ross to come in, we were initially drawn to their claims of systematic selling and their sales management processes to maintain the improvements in performance. I’m pleased to say that since the training we have improved our productivity and average value of orders. We also have been able to sustain these increases through robust sales management practices and behaviours. Kennedy Ross sales training will improve your sales performance.”

    Matt Leonard – Managing Director, Moneycorp.

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    Contact us today

      Alternatively give us a call on 0330 094 5549