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Financial Products Sales Consultant Course

What will I learn?

Take your sales career to the next level with our Financial Products Sales Consultant Training Course. Learn how to properly identify and understand your customers, using things like their age group, how they think, and how they behave, so you can approach them the right way. Get a good understanding of the financial market, what's trending now, and what customers like. Develop good ways of talking to people through social media and email marketing. Learn how to measure if you are selling well by using things like KPIs and conversion rates. Improve your knowledge about the products and learn how to create sales pitches that convince people, address their worries, and show them the good things about the product.

Apoia's Unique Features

Online courses available for life
Certificate issued in line with educational standards
Printable PDF summaries
Online assistant available at all times
Select and arrange the chapters you wish to study
Set your preferred course workload
Instant feedback on practical activities
Study anytime, no internet required

Develop skills

Enhance the development of the practical skills listed below

Learn how to identify and understand your customers well: Analyze their age group, how they think, and how they behave.

Understand the financial market: Know what's trending and what customers like.

Develop ways of talking to people: Connect with people on social media and through email marketing.

Measure if you are selling well: Properly check KPIs and conversion rates.

Create sales pitches that convince people: Show them the good things and address their worries.

Suggested summary

Workload: between 4 and 360 hours

Before starting, you can modify the chapters and workload.

  • Select which chapter to begin with
  • Add or remove chapters
  • Increase or decrease the course workload

Examples of chapters you can include

You can generate additional chapters like the examples below

This is a free course, aimed at personal and professional development. It is not equivalent to a technical, undergraduate, or postgraduate course, but offers practical and relevant knowledge for your professional journey.