Financial Services Sales Training

Financial Services Sales Training

In the competitive world of financial services, the ability to connect with clients, understand their needs, and provide tailored solutions is essential for success. This comprehensive course is designed to equip you with the skills, strategies, and industry knowledge needed to excel in financial services sales. Whether you're entering the field or seeking to enhance your expertise, this course will guide you through the intricacies of financial sales, enabling you to confidently navigate the complexities and achieve outstanding results.

By the end of the course, you will possess the skills and confidence to excel in financial services sales, guide clients towards their financial goals, and contribute to their long-term financial well-being.

CUSTOMISATION

Create tailored learning programs that align precisely with your organisation's unique needs, culture, and objectives.

ENHANCED DEVELOPMENT

Transformative training that ignites employee engagement and fuels professional growth.

SEAMLESS INTEGRATION

Our onsite training seamlessly aligns with your existing initiatives and processes.

COST-EFFECTIVE

Maximise cost savings, and efficiency, and minimise disruption with our onsite training.

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Financial Services Sales Full Course
Brochure & Timetable Instantly

Get the Financial Services Sales Full Course Brochure & Timetable Instantly

Full Course Outline

What's Inside the Brochure - Course Format; Trainer Profiles; Testimonials; Membership Details; Full 2024 & Fee.

Membership Details

By becoming a Member with DCM, you will gain access to exclusive free courses and substantial discounts on our certified courses.

Customer Stories

We work with the biggest brands in Ireland including Symantec, Keelings and Vodafone but don't just take our word for it.

Tailored Training for Your Team?

Are you looking for a customised course for your team? An inhouse training solution is typically less expensive per head than publicly scheduled courses and provides greater business relevance.

Why work with DCM?

We work with the biggest brands in Ireland including Ericsson, Coca Cola & Google, so you can have confidence in our ability to deliver excellent training programmes for your team or your business.

Try Our Free Courses

Why not try our free one of our Free 1 Day Live Virtual Courses. (Over 30 to choose from). We have topics including management, project management and lots more.

Safeguard Your Investment

We have delivered training courses to some of the biggest organisations in Ireland so you can have confidence in our ability to deliver the results you want to achieve.

Bitesize Learning

If the one day courses are too long, why not try our Free Bitesize Learning?. We have over a 100+ one hour courses to choose from including public speaking and negotiations

96% of people who attended our training courses would recommend to others

20K Join the 20,000+ members who've advanced their career with DCM

87% of learners report career benefits like getting a promotion or a raise

What is covered in this course?

Throughout the Financial Services Sales Mastery Course, you will engage in interactive simulations, case studies, and discussions to reinforce your learning.

1

Financial Services Landscape

Understanding the vital role of financial services in individual and business goals
Exploring the diverse range of financial products, services, and solutions available
Recognising the ethical considerations and regulatory guidelines in financial sales

2

Mastering Product Knowledge

Developing an in-depth understanding of financial products, investments, and strategies
Communicating complex financial concepts in a clear, jargon-free manner
Tailoring product knowledge to meet the unique needs of clients

3

Effective Client Communication

Building strong connections through active listening, empathy, and effective communication
Adapting communication styles to connect with clients from various backgrounds
Enhancing interpersonal skills to create positive and collaborative professional relationships

Trusted awarded & accredited. Safeguard your training investment with DCM Learning.

Need Some Advice?

We have an excellent team who are more than happy to give you advice about the course. It doesn't matter what the question please ask, we'd be delighted to help.

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What We Do

Founded in Dublin, DCM Learning is fast becoming recognised as a leading training organisation. We work closely with industry to define the skills and qualifications required to thrive.

At our core, we believe people learn best by doing. We design fun, powerful experiences that have a profound and lasting impact on people and their careers, inspiring new ways of thinking, building critical capabilities and unleashing business success. We empower you to learn from fresh, high-quality content on the skills that matter, taught by leading experts.

Our Customers

We work with small and large companies, individuals, Government Agencies, Universities and blue-chip companies such as Keelings, Google, Zendesk, Novartis, IBM and Symantec, so you can have confidence in our ability to deliver the results you want to achieve.

Our Certification Partners

In House Training In Your Office. Wherever You Are.

Have Team Development Needs?

We’ll work with you to create the course that your team and your business need. Get in touch today and we can give you a quote within an hour.

978 THE NUMBER OF COMPANIES WE DELIVERED INHOUSE TRAINING IN THE LAST 2 YEARS

87.3% OF COMPANIES WHO RETURNED FOR MORE TRAINING

37 27 FULL TIME TRAINING CONSULTANTS PLUS 10 SUPPORT STAFF

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