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Trustworthy Selling Modularized Version

Customize the right development journey for your advisors

The training content of Trustworthy Selling can be leveraged as separate modules focusing on targeted aspects of sales effectiveness skills providing sales professionals with strategies and techniques needed for success in today’s business environment. With our modularized version, you can pick and choose which modules best fit the needs of your advisors and their development goals, to support increasing their productivity results.

How Will Sales Professionals Benefit?

Trustworthy Selling Modularized Version

Customize the right development journey for your advisors

  • Sales professionals will:

    • Leverage cutting-edge LIMRA research to deeply understand consumer behavior in the marketplace

    • Develop skills needed to establish trust and significantly reduce consumer procrastination

    • Be empowered to help their consumers align their actions with their intensions

  • Sales professionals will:

    • Receive personalized feedback on their selling style in a financial services sales situation through our industry validated Personality Styles Profile (PSP) assessment

    • Learn about the different selling styles and how to address the diverse styles of consumers in the marketplace

    • Discover effective ways to adapt language, presentation skills, and more to connect with prospects and clients effectively

  • Sales professionals will:

    • Create effective strategies for identifying target markets and new business opportunities

    • Discover a variety of techniques, tools, and resources to successfully penetrate those markets, ensuring efforts are both targeted and impactful

  • Sales professionals will:

    • Engage prospects effectively from the very first contact

    • Develop strategies to overcome consumers' preoccupations, motivating them to actively participate in the sales process

  • Sales professionals will:

    • Learn about the art and science of effective questioning skills

    • Master the art of engaging in courageous conversations with prospects and clients through these effective questioning techniques

    • Learn about buyer needs, supporting them in tailoring their approach to meet their prospects and clients’ expectations to drive successful outcomes

  • Sales professionals will:

    • Leverage effective strategies to support making product and solution recommendations and best practices for presenting solutions to their prospects and clients

  • Sales professionals will:

    • Learn effective strategies to continuously develop and strengthen existing client relationships through effective communication

    • Gain the skills to recognize and seize opportunities for cross-selling, enhancing the ability to provide comprehensive solutions to clients

  • Sales professionals will:

    • Learn effective strategies to continuously develop and strengthen existing client relationships through effective communication

    • Gain the skills to recognize and seize opportunities for cross-selling, enhancing the ability to provide comprehensive solutions to clients

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Additional resources available to strengthen their selling approach:

Infographics — to recall key concepts or use on the job to support skill adoption

eLearning knowledge reviews — to assess understanding of key concepts and identify continued development needs

Resources for results that provide step-by-step processes, sample language, and tools

Coaching tools and resources — to support skill adoption and success

Get started with Trustworthy Selling’s modularized program today!

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