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Account Management
– the ‘what to do’ of the Account Manager role
Sales skills
– how to maximise engagement time with IFAs
>> Transactional and consultative selling
>> Influencing and negotiation skills
>> "Real Play" - real world role plays
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 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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Sales skills - face to face and telephone skills

"Real Play" - real world role play

“I would have done it differently in real life”. 

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

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

  • Genuinely understanding the company specific detail
    • How your business faces off to intermediaries
    • Specialist roles
    • Products and services
    • Competitor analysis
    • Client segmentation
  • Building relevant scenarios, including
    • IFA fact find documentation
    • Panel documentation
  • Using practicing RIs in the role of the IFA
  • 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.

 



>> Consulting
>> Resourcing
>> Professional Qualifications
>> People Selection
>> Accelerated Performance
>> Becoming an Associate
 
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