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We understand our clients have unique business requirements, so we created flexible training packages to best meet the needs of your financial institution.

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  1. Prescriptive Selling-Trial Closing

    This skill uses specific, purposeful questions to help you identify if someone is ready to close. Trial closing puts a consumer in a buying mindset and helps them work through a decision in live time. It also gives a sales rep confidence and guidance to close at the right time.

    8 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced

  2. Prescriptive Selling-Upselling

    This skill focuses on making and securing additional sales. It teaches clients how to lock in the next sale and how to create additional value to lock in future sales.

    9 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced

  3. Prescriptive Selling-Building Urgency

    Make a consumer feel the need to make a decision sooner than they would have without your help. This skill is not about making a sale right now; it's about speeding up the decision timeline relative to where your client stands.

    10 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced

  4. Prescriptive Selling-Introduction

    Prescriptive Selling is all about setting yourself up for success during your sales process. Being able to plan accordingly, share the proper amount of information at the right time, and adjust on the fly given the situation are all components that lead to you becoming a better salesperson and lead to a signature on the dotted line.

    2 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced

  5. Prescriptive Selling-Matching Benefits

    This skill focuses on matching specific benefits to the needs you found during probing portion of the sales process. Everyone wants to sell features; you need to sell perceived or received BENEFIT.

    11 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced

  6. Prescriptive Selling-Next Step Selling

    This skill focuses on identifying the steps of a sales process and how to sell to the appropriate next step.

    11 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced

  7. Prescriptive Selling-Objection Handling

    This skill focuses on how to understand and respond to client objections to help you move closer to a sale.

    9 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced

  8. Prescriptive Selling-Probing for Needs

    This skill focuses on uncovering what is most important to your client, so you can sell to their specific needs. This skill includes asking the right questions, specifically when and how to ask detailed questions.

    9 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced

  9. Prescriptive Selling-Series Summary

    Becoming a strong salesperson is not impossible, but it's also not going to be an easy journey. Each moment in sales requires experience, commitment, discipline, and intention. Some people sign a deal at 8am and go golfing the rest of the day, some people knock on doors until 5pm until they land a deal. Find out where you need to improve and put the time in.

    3 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced

  10. Prescriptive Selling-Situational Selling

    This skill teaches you to tailor every individual sale and to sell in the same style as the person you're selling to. No two sales should sound the same; if you're the kind of person who uses memorized lines to win sales, you're probably not winning often.

    10 Minutes

    Series: Prescriptive Selling

    Course Type: Online Self-Paced