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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
 

 

Advanced sales skills

Understanding personal strengths and behaviours

In today’s environment a Sales Manager’s territory is likely to cover 100’s of square miles.  Account Managers are often working from home, covering sizeable areas, and under substantial pressure to make a minimum number of quality calls to IFAs.  It is becoming increasingly difficult for Account Managers to receive consistent quality feedback on their performance - in the sense of what they actually said and did in front of an RI as opposed to volume of business written.

 

Working in conjunction with Thomas International’s DISC profiling, Momenta b2b is able to help Account Managers to become far more self aware of their own preferred style and the behaviours this generates.  In becoming more self aware the Account Manager has an understanding of ‘the cards they hold’ when interacting with RI’s.

Momenta b2b provide framework support and training, which includes:

  • A detailed report on preferred style and likely behaviours
  • An audit of preferred selling style
  • An audit of how best to manage the Account Manager
  • An audit of likely training requirements
  • An audit of role suitability and career path mapping
  • 1:1 analysis and feedback of all of the above
  • Non-work related exercises which demonstrate the power of understanding personal style and behaviours
  • Work based exercises which demonstrate the power of understanding personal style and behaviours

We will work in consultation with you to tailor these tools and processes, to meet the exact requirements of your business.

 



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