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Financial Products Sales Consultant Course

What will I learn?

Take your sales work to the next level with our Financial Products Sales Consultant Training. Learn proper ways to know your customers, like looking at their background, what they like, and how they act, so you can talk to them in the right way. Get a good understanding of how money matters work, what's happening now, and what customers want. Improve how you talk to people using social media and email. Find out how to check if you're selling well by using things like KPIs and conversion rates. Get better knowledge about the products and make strong sales talks that answer customer worries and show them the good things.

Apoia's Unique Features

Online course accessible for life
Certificate compliant with educational standards
Printable PDF summaries
Online support always available
Select and arrange the chapters you wish to study
Set your own course workload
Instant feedback on practical activities
Study at your convenience, without needing internet access

Develop skills

Strengthen the development of the practical skills listed below

Learn proper ways to know your customers: Study their background, what they like, and how they act.

Understand money matters: Know what's happening now and what customers want.

Improve communication skills: Use social media and email to talk to people.

Check sales success: Use KPIs and conversion rates to see how well you're doing.

Make strong sales talks: Show the good things and answer customer worries.

Suggested summary

Workload: between 4 and 360 hours

Before starting, you can change the chapters and the workload.

  • Choose which chapter to start with
  • Add or remove chapters
  • Increase or decrease the course workload

Examples of chapters you can add

You will be able to generate more chapters like the examples below

This is a free course, focused on 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.