Sales Mastery for Financial Planners (SG)

OVERVIEW

Success in sales is not simply selling more to more people. Reaching out to people with the right Mindset equipped with effective communication and presentation skills is often the first step and the next steps are to navigate sales obstacles and objections, then close the sale and manage the account.

Over 6 days covering …. 8 core areas of the Sales function, graduate the course with an effective sales Mindset, understanding how to prospect for quality leads that provide a steady flow of referrals, navigating through sales objections and obstacles, mastering closing techniques, top-notch customer service and account management, and leveraging on social platforms to supercharge your effectiveness.

WHO SHOULD ATTEND

The Sales Mastery Programme for Financial Planners is targeted at financial planners as well as guide those interested in excelling in a sales-oriented role.

METHODOLOGY

This experiential workshop is facilitated through a variety of adult learning techniques, role-plays, lectures, group discussion, situational analysis, exercises and participants’ presentations.

All participants are required to bring a laptop for the Social Selling module.

LEARNING OUTCOMES

After this course, you will learn the following invaluable skills:

  • How to cultivate an effective sales Mindset: identify your internal barriers to sales and personal excellence, then develop strategies to manage these barriers.
  • Practical communication and presentation skills: understand different communication and learning styles. Tailor sales presentations to influence your prospects, including using social platforms to reach out to a large and diverse audience
  • Effective sales prospecting skills: prospect quality leads to close sales and nurture these contacts to generate a continuous flow of referrals
  • Strategies and skills for cold calling sales success: learn pragmatic methods to establish good customer relations and build bonds via different channels, such as the telephone and social platforms
  • Managing sales objections and obstacles: influence customers with the right strategies, master objection handling techniques to addressing rejections and identify directions for the sales process
  • Master sales closing techniques: identify and understand different buying behaviours to close sales effectively
  • Delivering excellent customer service: hone interpersonal skills while pinpointing customer concerns and answering them in a convincing manner, connecting with them through a variety of channels such as the telephone and social media

WHAT WILL I LEARN

DAY 1 – EFFECTIVE SALES MINDSET

  • The Inner Game – Mindset and Skillset
  • Mindset & Characteristics of Professional Salesperson
  • Key Competencies for Sales Performance and Sales Success
  • Avoiding Psychological Performance Traps
  • Setting your Mindset for Performance-Moving Beyond Comfort Zone
  • Not just Goal Setting, The New “S.M.A.R.T” Approach to Goal Achievement
  • Achieving Consistent Success – Activity vs. Accomplishment
  • Staying Focused through Sales Performance Reviews and Analysis

DAY 2 – EFFECTIVE SALES PRESENTATION SKILLS

  • Vital Sales Presentation Skills
  • The Sales Communication Process – Barriers to Sales Communication
  • Factors affecting Effective Sales Presentations
  • Behaviour Focused Sales Presentations
  • Sales Presentations to People with Different Buying and Learning Style
  • Choosing the Right Sales Presentation Strategy
  • Influencing Buying by Presenting Sales Concepts and Ideas with the Right Words
  • Communicating Effectively with Difficult People and in Difficult Situations

DAY 3 – EFFECTIVE SALES PROSPECTING SKILLS

  • Mindset and Skills Critical for Effective Prospecting
  • Factors affecting Prospecting – Achieving Consistent Success
  • Monitoring and Measuring Sales Activities for Profitability
  • Identifying and Qualifying Best Prospects – Approach to Customer Multiplication
  • Developing a Continuous Stream of Quality Prospects
  • Techniques to Generating Quality Referrals
  • Creative Approaches to Meeting New Prospects
  • Proven Professional Prospecting Techniques

DAY 4 – MANAGING SALES OBJECTIONS & OBSTACLES

  • Reasons Why Customers Give Objections – The Fear Factor
  • Addressing the Fear that causes Sales Resistance and Objections
  • Common Telephone Objections and Effective Responses to Common Objections
  • The Art of Asking the Right Questions to change Prospects Perceptions
  • Understanding Customer Expectations to respond to Sales Objections Effectively
  • Communications Strategies to Manage Objections and Challenging Sales Situations
  • Vital Factors for Closing Sales and Managing Buyer Resistance
  • Tested Responses to Manage Common Objections when Closing Sales

DAY 5 – EFFECTIVE SALES CLOSING TECHNIQUES

  • Vital Determination for Closing Sales
  • Understanding Buying Behaviour and Learning Styles to Influence
  • Techniques to Building Trust and Rapport with Prospects
  • Choosing the Right Closing Approach
  • Ask the Right Questions to Influence Customers
  • Understanding and Influencing Prospects’ Decision Making Process
  • Effective Trial Closes to assist Buyers to make Decisions
  • Creative Ideas to close Sales-Time Tested Professional Closing Techniques

DAY 6 – EFFECTIVE CUSTOMER ACCOUNT MANAGEMENT

  • The Inner Games of Account Management for Customer Service and Satisfaction
  • Formula for Customer Satisfaction – Understanding your Accounts for Effective Account Management
  • Expectations of Today’s Customers-Building Trust and Rapport
  • Communication Strategies – Effective Customer Communication Skills
  • Understanding Customers Behaviours and Expectations for Effective Account Management and Profitability
  • Managing Difficult Situations and Customers’ Complaints and Objections
  • Gaining the Competitive Edge-Importance and Impact of Managing both Internal and External Accounts
  • Strategies and Skills that get Attention, Action and Loyalty through Effective Account Management

 

COURSE FEE

  • S$2,400 per participant (exclu GST)
  • Up to 90% funding available!

IBF-STS Funding Support

  • Only Singapore Citizens or Singapore Permanent Residents, physically based in Singapore are eligible.

Trainees under the programme will receive funding support as follows:

CategorySingapore CitizensSingapore CitizensSingapore Permanent Resident
Age Group^Below 40 years old Above 40 years oldAll ages
Sponsored by Financial Institutes*Up to 70% of the direct training costs, capped at $7,000 per traineeUp to 90% of the direct training costs, capped at $7,000 per traineeUp to 70% of the direct training costs, capped at $7,000 per trainee
Self-SponsoredUp to 70% of the direct training costs, capped at $7,000 per traineeUp to 90% of the direct training costs, capped at $7,000 per traineeUp to 70% of the direct training costs, capped at $7,000 per trainee

*Refers to Financial Institutions regulated by MAS (either licensed or exempted from licensing). Entities that are significantly involved in supporting financial sector activities will be assessed for eligibility on a case-by-case basis. To clarify, please email funding@ibf.org.sg

^Age of the Singapore Citizen is determined at the point of his/her successful programme completion, based on his/her calendar year of birth.

Note: IBF funding does not support all ancillary expenses (e.g. freight/delivery costs, material costs, rental costs, food & refreshments, travel expenses including airfare, accommodation, cost of living allowance, etc.) and other charges (e.g. credit card charges, conversion charges, etc.)

 

Claim Conditions

  • Attain a 100% attendance for 6-day training
  • Achieve a passing rate of at least 70% for Sales Mastery for Financial Planners Assessment

For Company Sponsored Participants:

Company Sponsored participants will be paying FULL fee for the course. Claims will be submitted to IBF by the Financial Institute according to two half-yearly claim cycles, within three calendar months from the end of each qualifying period.

Kindly click here for more information for Company Sponsored claims by Financial Institutes (pg 5-7).

  • SkillsFuture Credit (SFC) cannot be used to co-fund the programme fees of company-sponsored training programmes

For Self Sponsored Participants:

Claims for Non Company-Sponsored participants of IBF-STS programmes shall be submitted by the Financial Training Provider within 3 months from the participant’s date of programme completion.

Self Sponspored participants will be paying NETT fee (after deduction of funding amount).

 

Application Procedure

  • All claim application must be submitted through the IBF Portal.
  • Financial Institutes and Financial Training Providers will be required to create an IBF Portal account for this. Application for an IBF Portal account will require the appointment of Management Representatives to manage the account and verify the authenticity of the organisation and key persons. To apply for an IBF Portal account, please click here.

For more information on funding eligibility criteria, please visit IBF-STS Website here.

 

NTUC Members can claim 50% of unfunded course fees up to $250 a year through UTAP. More information can be found here.

Not an NTUC Member yet? Sign up here.

Click here to see our Refund Policy.

If you require any assistance, kindly call +65 6909 9150 or email TeamSG@clickacademyasia.com for more information.

About The Instructor

Stanis
Stanislaus Benjamin
Senior Trainer

Master Facilitator and Distinguished Toastmaster, Stanis Benjamin is an international speaker and a Motivational Humorist. He is an accomplished author, keynote speaker, consultant and trainer in the fields of business presentation skills, communication, sales, customer service, leadership and strategies for personal success.

He has more than 25 years of Sales and Training experience starting as an agent with American International Assurance and has led a successful sales team as a District Manager. He was one of The Top 10 agents for sales and has achieved the Marathon Life Award, International Quality Award, Million Dollar Club Award as well as the Prestigious Million Dollar Round Table (MDRT) and Superstar Sales Awards and has delivered keynote presentations at multiple MDRT meetings over the years.

As a coach, consultant and keynote speaker, he has addressed many companies and institutions and helped senior executives, high-achieving professionals and beginners to reach higher levels of performance. Stanis is a thought leader on how to create and sustain high performance; he combines theory with management practices to develop action-oriented techniques for building winning teams. He has gained excellent reputation for his work with human resource and training departments of numerous organisations to design and develop Personal Effectiveness, Leadership and Communication training programs.

Stanis is the author of Sales Prospecting Strategies and Skills book.

 

Yvonne Wu
Yvonne Wu
Senior Trainer

Yvonne Wu is and an accomplished consultant and a highly effective trainer/facilitator conducting Sales, Wealth, Estate Planning, Customer Service and Communication Skills training programs.

Yvonne has more than 15 years of experience in the Life insurance industry including life underwriting and project management in digital journey in insurance applications. She is passionate in helping people to achieve their life goals through financial planning to protect themselves and their loved ones. She was one of the Achievers to be invited to join the company’s incentive overseas trip.

She led a team in Underwriting Automation and launched the industry’s first fully mobile and secure digital underwriter, providing instant approval for insurance application. She has held leadership roles and successfully implemented operational efficiencies.

Yvonne is constantly in the forefront to anticipate changes to meet sales challenges. She applies current methodologies of learning in the training programs that she conducts. Her ability to lead and train has been demonstrated from her coaching and mentoring of new salespeople on a regular basis.

 

Ng Ping Ping
Ping Ping Ng
Senior Trainer

Ping Ping is a powerful coach who helps companies and their personnel grow in their professional and personal journey.

Ping Ping uses her broad experience gained through various roles in multinational companies in all her training sessions. She has had exposure in client relationship management, service quality, branding/marketing from the leadership roles she has held in the past. The key areas she trains includes Communication, Sales, Branding & Marketing, Negotiation Skills, Customer Service, and Self-Empowerment issues.

Having worked and lived in many countries she has kept up to date with the different trends and cultures in different markets and is easily adaptable to train different groups. Her clientele hails from countries across the globe, cutting across the width of the whole social strata rung.

 

  • 02 Mar
    13 Apr
  • 02 Mar - 13 Apr

    Monday - Monday

    9am - 5pm daily


SGD 2,400 per pax - up to 90% funding available!
  • 06 Mar
    17 Apr
  • 06 Mar - 17 Apr

    Friday - Friday

    9am - 5pm daily


SGD 2,400 per pax - up to 90% funding available!
  • 08 May
    12 Jun
  • 08 May - 12 Jun

    Friday - Friday

    9am - 5pm daily


SGD 2,400 per pax - up to 90% funding available!
  • 11 May
    22 Jun
  • 11 May - 22 Jun

    Monday - Monday

    9am - 5pm daily


SGD 2,400 per pax - up to 90% funding available!

About The Instructor

Stanis
Stanislaus Benjamin
Senior Trainer

Master Facilitator and Distinguished Toastmaster, Stanis Benjamin is an international speaker and a Motivational Humorist. He is an accomplished author, keynote speaker, consultant and trainer in the fields of business presentation skills, communication, sales, customer service, leadership and strategies for personal success.

He has more than 25 years of Sales and Training experience starting as an agent with American International Assurance and has led a successful sales team as a District Manager. He was one of The Top 10 agents for sales and has achieved the Marathon Life Award, International Quality Award, Million Dollar Club Award as well as the Prestigious Million Dollar Round Table (MDRT) and Superstar Sales Awards and has delivered keynote presentations at multiple MDRT meetings over the years.

As a coach, consultant and keynote speaker, he has addressed many companies and institutions and helped senior executives, high-achieving professionals and beginners to reach higher levels of performance. Stanis is a thought leader on how to create and sustain high performance; he combines theory with management practices to develop action-oriented techniques for building winning teams. He has gained excellent reputation for his work with human resource and training departments of numerous organisations to design and develop Personal Effectiveness, Leadership and Communication training programs.

Stanis is the author of Sales Prospecting Strategies and Skills book.

 

Yvonne Wu
Yvonne Wu
Senior Trainer

Yvonne Wu is and an accomplished consultant and a highly effective trainer/facilitator conducting Sales, Wealth, Estate Planning, Customer Service and Communication Skills training programs.

Yvonne has more than 15 years of experience in the Life insurance industry including life underwriting and project management in digital journey in insurance applications. She is passionate in helping people to achieve their life goals through financial planning to protect themselves and their loved ones. She was one of the Achievers to be invited to join the company’s incentive overseas trip.

She led a team in Underwriting Automation and launched the industry’s first fully mobile and secure digital underwriter, providing instant approval for insurance application. She has held leadership roles and successfully implemented operational efficiencies.

Yvonne is constantly in the forefront to anticipate changes to meet sales challenges. She applies current methodologies of learning in the training programs that she conducts. Her ability to lead and train has been demonstrated from her coaching and mentoring of new salespeople on a regular basis.

 

Ng Ping Ping
Ping Ping Ng
Senior Trainer

Ping Ping is a powerful coach who helps companies and their personnel grow in their professional and personal journey.

Ping Ping uses her broad experience gained through various roles in multinational companies in all her training sessions. She has had exposure in client relationship management, service quality, branding/marketing from the leadership roles she has held in the past. The key areas she trains includes Communication, Sales, Branding & Marketing, Negotiation Skills, Customer Service, and Self-Empowerment issues.

Having worked and lived in many countries she has kept up to date with the different trends and cultures in different markets and is easily adaptable to train different groups. Her clientele hails from countries across the globe, cutting across the width of the whole social strata rung.