Do your people have the desire, commitment, and sales competencies to be top producers at your insurance firm or bank? Who will help grow the business by expanding relationships, bringing in new clients and networking in person and online? Every financial services company needs to know the answers to those questions. In these volatile markets, your people must be skilled at differentiating your financial solutions from all the rest.

Drawing from Objective Management Group’s data, the pioneer and industry leader in sales force evaluations, this workshop will walk participants through the 21 specific skills that top producers have mastered to be truly successful. Insurance leaders and Bank CEOs will leave with a good knowledge of how to elevate the effectiveness of their current team and what to look for in a new superstar producer. 

Participants will learn:

How these 21 sales core competencies impact prospecting, qualifying, relationship management efforts and results

How to utilize this information to identify areas of focus and improvement for your current team and to find talent who can and will sell for your bank or agency

Leadership coaching strategies to eliminate the roadblocks that are getting in the way of reaching your growth goals

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