Financial Sector Training

Modern Selling for
Financial Services

Discover the modern ways of selling financial services. Equip your team with trust-based selling strategies designed specifically for Banking, Insurance, and Fintech markets.

Compliance Ready

Proven ROI

Financial Services Professional

Result

Build Portfolio Value

Training Overview

Financial services sales training is designed for companies that desire to be at speed with the changes in the selling of financial services.

Training Session

Financial Services Concepts

The need for financial and banking service providers to continuously provide their customers with seamless and easy-to-use financial services has heightened since the pandemic. There has also been a growing distrust of financial companies and their services.

Today, banking and financial services providers have to transform their operations to ensure a continuous improvement in customer experience and the adoption of modern technology.

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Our Financial Services Training Approach

We combine customized training, hands-on coaching, and strategic consulting to drive measurable growth.

Bespoke Sales Training

We have a full suite of training modules tailored to help improve your company’s sales and margins. We help generate more leads and turn them into paying customers.

Sales Coaching

Working with a coach can be the difference between success and failure in financial sales. We coach your teams ourselves or teach your managers to unleash your team's potential.

Sales Process Improvement

Where should you focus to make significant improvements? We help you uncover your greatest opportunities for sales growth and put a plan in place to realize those opportunities.

Why Choose SalesRuby Academy?

Our financial services sales training program is designed with modules and content specifically crafted to help your financial sales agents excel in today's market.

Modern Buyer Behavior

Understand modern buyers, adapt to their evolving needs, and handle objections effectively.

Structured Process

Follow a structured, consultative sales process every time you engage with leads or prospects.

Channel Growth

Learn strategies to effectively manage and grow your distribution channels.

Product Differentiation

Clearly differentiate your financial products beyond just price and Terms & Conditions.

Customer Relationships

Build lasting trust and relationships to keep customers for life.

Value & Closing

Communicate high-level value and consistently close high-value deals.

Expert Faculty with Real-World Experience

Our faculty members have extensive experience in the financial and banking industries and have dealt with the exact problems you are facing right now. The actionable insight they share is way beyond "book knowledge."

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How our Financial Sales Trainings are Structured

Customization

Our sales training for financial agents is tailored specifically to meet the unique needs of your organizational sales team and address their specific market challenges.

Assessment

To ensure our training yields expected results, we administer pre- and post-evaluation assessments. This helps us gauge each individual team member’s level of understanding and measure growth.

Trusted by Industry Leaders

We have partnered with top-tier financial institutions to drive sales excellence.

What They've To Say

"Attending a sales training with the Academy was a great eye opener specifically on what it takes to sell at good pricing in spite of customer objections and harsh competition. I never knew before now that price meant nothing."

MI

Michael Idiaye

Sales Mgr., AXA Mansard Insurance PLC.

"Bunmi’s approach to sales training is practical and result-oriented. I will hire Bunmi again and again because his approach gave us results!"

KO

Kayode O.

Branch Manager, Wema Bank

"Attending the Sales Master Class was clearly one of my best career decisions. By applying the principles shared by Bunmi Jembola I moved from being a rookie in sales to being able to now close multi million naira deals all on my own!"

SA

Suleiman AbdulSalam

Sales Mgr., Addosser MFB