Improve Wholesaler Productivity
Sequoia OnDemand is an innovative online solution that provides both sales managers and their wholesalers with an effective resource for continuous professional development. This subscription service for field and internal sales professionals utilizes a combination of Video, Podcasts, Worksheets and other Electronic Media to convey best practices and tools that help financial sales professionals successfully implement proven ideas into their business.
Sequoia OnDemand Modules Include:
• Client Segmentation
• Ideal Advisor Profile
• High Potential Conversion Process
• Managing Time and Resources
• Establishing Efficient Zone Coverage
• Point System for High Value Activities
• Scheduling Techniques
• Defining Service Levels
• Working with Your Team
• Gaining Clarity, Comfort and Commitments
• High Impact Appointments
• High Impact Calls
• Developing Prepared Questions
• Communicating with Influence
• Highly Effective Positioning Statements
• Gaining Commitments
• Follow-up Strategies
