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Account Management
– the ‘what to do’ of the Account Manager role
Sales skills
– how to maximise engagement time with IFAs
Advanced sales skills
– developing high performing salespeople
>> Understanding personal strengths and behaviours
>> Identifying intermediary’s personal styles and maximising sales opportunities
>> Self-coaching
>> "Real Play" - real world role plays
Sales Management development
– developing high performing individuals and teams
Customer Service training
– an attitude not a department
  Momenta B2B create IFA roles plays that are real and focussed on development.  Using IFAs created an environment for our people to receive feedback that related directly to their daily experiences.  Whatever their level of experience, everyone benefited from the exercise.”
Dominic Grinstead, Business Development Director, Metlife Europe Ltd
 
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Advanced sales skills

"Real Play" - real world role plays

“I would have done it differently in real life - that's not how I normally behave ”. 

The opportunity to practice new behaviours and skills in a non threatening environment is essential to the learning process, as is receiving accurate relevant feedback delivered in a manner that is candid yet constructive.

 

Momenta b2b is able to replicate the ‘real world’ in a role play scenario by a combination of:

  • Genuinely understanding the company specific detail
    • How the business faces off to intermediaries
    • Specialist roles
    • Products and services
    • Competitor analysis
    • Client segmentation
  • Building relevant scenarios, including
    • IFA fact find documentation
    • IFA personality traits
    • Panel documentation
  • Using practicing RIs in the role of the IFA (who can adapt their personal styles to match personality types)
  • Using videos to aid self analysis and self-realisation
  • Working to a structured feedback and coaching model

We will work in consultation with you to tailor these practice sessions to meet the exact requirements of your business.

 



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