SALES PERFORMANCE TRAINING FOR FINANCIAL SERVICES AND INSURANCE

CREATING A COMPETITIVE ADVANTAGE: RELATE. ENGAGE. INSPIRE.

DIFFERENTIATE FROM THE COMPETITION WITH A PROVEN, VALUES- AND ETHICS-DRIVEN SUCCESS ROADMAP

Your best opportunity for deepening client loyalty—that critical driver of long-term growth and competitive advantage—lies in creating value for clients. And loyalty comes down to two critical factors:

  • Advisors and agents who build trust by creating client-focused, values- and ethics-based partnerships
  • Leaders who support them through coaching and cultural practices that emphasise the underlying drivers of a person’s success

Our sales performance training for financial services and insurance businesses will help you make client loyalty your powerful differentiator in the marketplace. Creating a Competitive Advantage gives your agents and advisors a proven success roadmap to serve their clients’ financial needs in a thoroughly altruistic, client-centric manner.

  • Increase client retention
  • Build a strong values- and ethics-based culture
  • Attract and retain high performers
  • Create a fast start for new agents/advisors
  • Help seasoned producers move past performance plateaus
  • Improve goal achievement
  • Increase leadership coaching effectiveness

Integrity Selling

Integrity Selling combines a proven-six-step selling methodology with breakthroughs in the critical areas frequently overlooked in most sales programs- self-belief, confidence and achievement drive.

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Integrity Coaching

Integrity Coaching helps leaders achieve long-term organisational business outcomes by embracing their role as coaches while grasping the dynamics of coaching in different situations and with different behaviour styles. Empower your people to achieve their true potential.

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Integrity Communication

Integrity Service is a comprehensive process designed to help people understand what it means to be a truly customer-focused organisation.

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Achieve!

ACHIEVE! is a dynamic road-map for rapidly accelerating performance and turning goals into reality by targeting barriers that stand in the way.

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Integrity Selling for Call Centres

Call Centres are overcoming their outdated stigma of being cost drains, and instead embrace their new role as the company’s front line and emerging profit creator. Integrity Selling for Call Centres focuses on the critical skills and ethical sales behaviours designed to forge true customer loyalty.

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"In 33 years of management, I have never had any selling system deliver results as dramatic or as sustained as the Integrity Selling system. What has made it unique is that it has been extremely effective with brand new producers and with experienced veterans while spanning a time of tremendous change in our industry.”

REGIONAL MANAGING DIRECTOR, MIDWEST REGION, PRINCIPAL INSURANCE