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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
Sales Management development
– developing high performing individuals and teams
Customer Service training
– an attitude not a department
 

 

momenta b2b expertise

Strategy and skills for your business

Momenta b2b strive to understand fully the manner in which your business operates; its business model and the services and products it provides.  Only with such knowledge and experience are we able to provide a thorough and appropriate service.

Our core team of financial services professionals all come from an intermediary sales background; many with both Life Company and IFA experience.  This enables us to create real world Account Management processes and training solutions.  For example role plays are conducted using practising IFAs, with the IFA and the Account Manager using real world scenarios with supporting literature and documentation.  This creates a credible learning environment for Account Managers and Sales Managers who attend our courses.

Our approach, both pragmatic and straight forward, is driven by a desire to produce results for your business.  We look to share our experience and knowledge with you so as to provide you with superior and measurable solutions.

Momenta b2b also aims to ensure that the expertise we provide is, wherever possible, transferred to your staff.  In this way we can assist in the development of staff whilst still providing immediate results.

Our approach is practical and we believe refreshingly straightforward; it is driven by a desire to produce results for your business.

           



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