Sales: Selling Financial Products and Services
With Meridith Powell
Liked by 1,785 users
Duration: 42m
Skill level: Beginner + Intermediate
Released: 4/20/2018
Course details
Financial services sales representatives face a set of unique challenges. They sell intangible products or services that involve an element of risk. To succeed, you need to build trust and connect your services with your clients' needs—and their dreams. This course helps you approach the financial services sale in a way that inspires your client's confidence and helps them realize their goals. Learn how to understand the importance of your role, engage financially active customers, and match products to their needs. Business strategist and instructor Meridith Elliott Powell also helps you have great sales conversations and create relationships that last a lifetime.
Skills you’ll gain
Earn a sharable certificate
Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.
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Showcase on your LinkedIn profile under “Licenses and Certificate” section
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Download or print out as PDF to share with others
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Share as image online to demonstrate your skill
Meet the instructor
Learner reviews
Contents
What’s included
- Practice while you learn 1 exercise file
- Test your knowledge 4 quizzes
- Learn on the go Access on tablet and phone
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