Financial Services Sales Training

Sales Capability Built For Financial Institutions

We help banks, insurers, wealth managers, lenders and fintechs turn client conversations into consistent, measurable growth

FMCG Business

A capability partner for financial services sales teams

A capability partner for financial services sales teams

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Your Customers Are Changing. Your Sales Approach Has To Keep Up

Customers now do more research, ask more questions, and expect more from the people they deal with. Your sales team needs to know how to respond and still deliver on its targets

Professional Real Estate Team Training

Too Much Product Pitching

Customers want solutions that fit their needs, but teams can still lead with products instead of the right questions

Leads Are Being Lost

Good prospects go cold when teams don't follow up quickly, qualify properly, or know what to do next

Existing Accounts Are Underused

Teams often have opportunities within their existing customer base but don't know how to identify and grow them

Targets Keep Moving

Teams are expected to bring in new business, grow existing accounts, and retain customers at the same time

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.

financial services sales training session for banking and insurance professionals
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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What SalesRuby Builds

We Help Teams Build The Skills To Sell Better

We provide practical training and coaching that helps your sales team find better opportunities, have better customer conversations, and grow existing accounts

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Consultative Selling

We help your team understand customer needs and recommend the right solutions

Relationship & Account Growth

We help your team build stronger relationships and find more opportunities within existing accounts

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Sales Execution

We Improve how your team handles prospecting, follow-up, meetings, and sales activities

Sales Leadership & Coaching

We give sales managers the skills to coach their teams and improve performance

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Years of Financial Service Sales Training Experience
6 +
Financial Organizations Served
10 +
Finance ExpertsTrained
300 +

Our Financial Services Approach

We tailor our training and coaching to your products, customers, sales process, and the way your team works

Bespoke 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

Practical Sales Tool

We give your team clear tools and guides for prospecting, customer meetings, follow-up, and account growth

Built for Financial Services

Our training is tailored to the different teams, customers, and sales environments across financial services

Banking

We help relationship managers and sales teams win new customers and grow existing accounts

Fintech & Payments

We help sales teams win more business and grow customer and merchant accounts

Wealth Management

We help advisors build trust, understand client needs, and grow their book of business

Insurance

We help your team have better customer conversations and sell the right cover with confidence.

Asset Management

We help distribution teams build stronger relationships and grow institutional and retail business

Lending

We help teams find the right opportunities, qualify customers, and move deals forward

Find the Gaps Holding Your Sales Team Back

Get the finance

Our Financial Services Training Process

We work with your team from the first conversation through training, practice, and ongoing coaching

Understand

We study your sales conversations, pipeline data and coaching gaps

Tailor

We build the training around your team, roles, products, and sales process

Practise

Your team works through real customer conversations and sales situations

Coach

We work with your team and managers to improve performance

What Changes For Your Team?

Your team leaves with a clearer way to find opportunities, handle customers, manage sales, and grow accounts

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Better Customer Conversations

Your teams ask better questions, understand customer needs, and recommend the right solutions

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A Clearer Sales Process

Your teams know what to do from the first lead to the next meeting and final follow-up

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More Focused Prospecting

Teams spend more time on the right prospects and know how to move good leads forward

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Stronger Account Growth

Your teams learn how to find new opportunities within existing customer relationships

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Better Use of Sales Channels

Your teams learn how to use digital and other sales channels to reach and serve more customers

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Better Sales Management

Your managers know how to coach their people, spot gaps, and help the team improve

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."

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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!"

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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!"

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Suleiman AbdulSalam
Sales Mgr., Addosser MFB

Free Resources

Tools To Start Improving Sales Performance Today

Practical frameworks and guides used by leading sales organizations across Africa. Download free

Sales Playbook Template

A complete, ready-to-customize sales playbook framework used by top-performing sales teams across Africa

Download Free

Sales Audit Checklist

A 50-point diagnostic tool to identify exactly where your sales process is breaking down and costing you revenue

Download Free

Revenue Growth Guide

The six levers that drive sustained revenue growth and how to prioritize them for your specific business

Download Free

Sales Leadership Toolkit

A practical toolkit for sales managers including coaching templates, pipeline review frameworks, and team development guides

Download Free

Frequently Asked Questions

Can SalesRuby customize sales training for my bank or FinTech firm?

Yes, SalesRuby Academy designs customized corporate sales training tailored specifically to your company’s financial products, target market, and buyer personas. Before training begins, we audit your sales pipeline and build custom role-plays, scripts, and sales playbooks aligned with your business targets

What financial sales training programs does SalesRuby Academy offer?

SalesRuby Academy offers practical, revenue-driven sales training programs specifically designed for banks, FinTechs, insurance companies, and asset management firms in Nigeria. We train relationship managers and B2B sales teams on prospecting high-net-worth clients, cross-selling complex financial products, handling price objections, and closing high-value corporate deals

How does SalesRuby help financial sales teams handle price and interest rate objections?

SalesRuby teaches value-based selling frameworks that enable financial sales reps to win accounts without relying on discounts or lower interest rates. We train your staff to communicate total ROI, build executive trust, and position your financial products as high-value solutions to corporate clients

Are SalesRuby financial training courses available online or in-person?

SalesRuby Academy offers flexible training options including in-person corporate trainings, live interactive online cohorts, and self-paced digital modules

Let's assess where your Sales Teams capabilites needs to improve

Talk to our team about your sales goals, current challenges, and the training and coaching your people need

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