Financial sector sales training
Financial sales training | develop relationship managers
Compliance is in order, yet first meetings do not increase and renewals absorb the time. Finance needs proposal opportunities created inside the rules. Sales Innovation Salon develops selling ability in relationship managers and agency staff. STEP01 covers buyer psychology and research so they read what owners care about. STEP02 uses discovery to surface latent issues such as succession or retirement funding, and builds customer-first proposals. Weekly sessions over 3 months; STEP03 rolls out to branches.
基本情報
・For: relationship managers at financial institutions, insurance agency sales staff, branch managers and sales promotion teams ・Curriculum: STEP01 Buyer psychology and research / STEP02 Discovery on succession and funding, customer-first proposals, objection handling, closing / STEP03 Branch rollout ・Format: weekly lessons over 3 months ・Pricing: B2B 1,200,000 JPY per person (excluding tax) ・Other: meeting design assumes the Insurance Business Act and each company's solicitation rules
価格情報
B2B plan: 1,200,000 JPY per person (excluding tax), weekly sessions over 3 months. Three participants is 3,600,000 JPY, developing three in-house sales instructors. Individual 1-on-1 and group plans available.
納期
型番・ブランド名
SIS-EN-0212
用途／実績例
・When you want relationship managers creating meetings with company owners ・When you want stronger corporate proposals on succession and retirement funding ・When you want agency staff able to coach solicitors on the meeting playbook ・When you want effort shifted from renewals towards new business ・When you want one playbook to level meeting quality between branches
カタログ（1）
カタログをまとめてダウンロード
取り扱い会社
アカメディアは、「クリエイティブ × テクノロジー」を柱に、 各領域の専門アソシエイツが集うプロフェッショナル集団です。 商品やサービスの企画・制作から発信まで一貫して手がけ、 未来型の価値体験を日本から届けています。