Professional Selling for Financial Service Agents

Course Title

Professional Selling for Financial Service Agents

Instructor Name

Lacey Finley

Instructor Email Address

 

Lacey Finley
Course Description An introduction to the basic principles of sales, stressing consultative style selling for financial service representatives, including development of a marketing plan and managing a client's financial plan. Emphasis is placed on referral type selling, identification of client needs and wants, buying motives, handling resistance, closing the sale, team selling and providing financial advice before, during, and after the sale. Emphasis will be placed on presenting a marketing plan and role -playing exercise.

Special Enrollment Info:  

     Course Number

     Credit Hours

See LCC course schedule for line number to enroll

 

0295

3

  LCC Course Schedule

Special Needs for Course

 

56k modem minimum if using dial up

 

Placement Test Required?

Basic Reading II required OR Compass 55-74 or ACT 13-16 or SAT 256-299

 

Meeting Dates & Times

  Online

 

Orientation Info

  Student should contact instructor by email  immediately upon enrollment to receive instructions and start up information. Students wishing to enroll after the start date should contact the instructor. Students wishing to enroll after the first week must have instructor approval.