In today's world, there are so many investment options available that choosing the right ones is entirely too complicated for the average person to deal with. Your clients are looking for a knowledgeable financial resource who can guide them in selecting investment services that best fit their needs.
Contacting clients by phone using the pro active calling instruction skills learned in phone skills training courses to educate them on the services you offer will benefit them while fulfilling a vitally important sales role for your financial institution. Unfortunately, most investment officers are too dependent on branch referrals to generate leads via professional telephone prospecting and are hesitant about re-working their existing book of business. It is imperative for investment officers to take phone skills courses and learn cold calling tips in addition to how to use the telephone to increase contacts, appointments and eventually sales.
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