LEARN

Tailored for Financial Associates

Success in sales starts with mastering the fundamentals - mindset, relationship building, persistency, activity and product knowledge.

This course equips sales professionals with proven techniques that include scripting, handling objections, developing your brand and creating structure and processes. You'll also learn fact-finding and active listening skills to build stronger client relationships and create better experiences. Finally, you'll be introduced to the fundamental risk and wealth creation strategies.

Whether you're new to sales or looking to refine your approach, this course provides the essential tools for sustained success.

What You will Learn in this Course

Cultivate an abundant mindset and strategic approach to prospecting, enabling consistent lead generation and opportunity creation.

Improve client interactions by mastering techniques to uncover needs, ask insightful questions, and build stronger relationships.

Enhance phone etiquette, tone, and scripting skills to confidently navigate prospecting calls and improve appointment-setting success. Learn how to leverage centers of influence and build a strong referral network to expand market reach and increase client acquisition.

Address contemporary telephoning obstacles, handle objections effectively, and implement strategies to maintain motivation and productivity in sales efforts.

Established in 2014, with our Headquarters in Guelph, Ontario with associates throughout Canada and the USA. Our Mission statement is Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow.

LEARN at Experior

What You will Learn in this Course

Tips for developing a prospecting mindset

Enhance Fact-Finding and Active Listening Skills

Communication, Referral and Networking Strategies

Overcome Common Sales Challenges

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