Close sales quicker and increase customer satisfaction

Attracting and retaining quality sales staff is one of the biggest challenges to the financial services industry. Thousands of financial representatives and recruits are lost annually because they didn't achieve enough sales to succeed financially. One of the biggest reasons for failure is that a representative learns the products but never comes to understand the customers. This fact translates to client frustration, extra steps added to the sales process, and a significant loss to the bottom line.

While product knowledge is important, representatives must have people skills to excel in today’s competitive insurance environment. TRACOM created Relationship Selling – Social Style for Financial Services to teach representatives how to read their customers and prospects. We teach them to quickly evaluate a potential customer’s Social Style(sm) so that they can eliminate irrelevant items from the pitch and emphasize the information that is most likely to close the deal.

This enhanced comprehension of the customer’s expectations offers the highest level of service and the greatest opportunity for closing the sale.

Course Specifics

• Representatives complete a multi-rater Social Style profile online. They then receive personalized feedback on their self-concept, their peer’s perception of them and specific advice for improvements. This hands-on exercise offers a solid way to understand the value of Social Style and the sales power that mastering it offers.
• The participant completes a two- to four-hour self-study course including videos and instructional exercises. This self-driven segment allows individuals to move at their own pace, enhancing comprehension.
• Next, four one-hour coaching sessions (group or individual) help participants fully master the Social Style Model. This includes a review of the representative's profile and the formulation of a detailed action plan for applying Social Style concepts with actual customers and prospects.

Upon completion of the Relationship Selling course, a participant will be able to:

• Close sales more quickly and efficiently
• Achieve higher referral rates through greater customer satisfaction
• Work better with colleagues
• Make a better, stronger impression on new clients

The result? Increased sales. Happy clients. More successful representatives and agencies.

Bring Social Style to your financial representatives

For nearly 50 years, TRACOM has been helping financial services professionals increase sales, reduce turnover and improve customer satisfaction. Relationship Selling is an easy, affordable way to beat the odds, ensuring representative success.

At TRACOM's low price-per-participant, if you train ten representatives and retain just one employee or earn just one more satisfied customer as a result, you’ll have made your money back dozens of times over. If you order Relationship Selling for five or more financial representatives, the coach will receive a profile and analysis absolutely free. In addition, TRACOM is offering a money-back guarantee. See the strength of Social Style awareness for yourself ... with no obligation.

For more information, send us an e-mail or call toll-free at 1-800-221-2321 between 8 a.m. and 8 p.m. EST.