Broker Sales Training

The Must Have Sales Training Program

Learn how the elite finance brokers increase their conversion rates and settlement rates by using proven techniques to create win-win outcomes for themselves and their client. With over 60 years’ experience in asset finance, we have developed a 10 step process, especially for finance brokers that allows you to be in control of the outcome and proactive in the relationship you have with your client.

Discover how to retain more customers and learn which steps in the asset finance deal are the most crucial to minimise the chance of missing out. We will supply you with all the appropriate call scripts and objection handling responses to increase your closing rates and customer satisfaction levels.

We will show you the real differences between how you should handle an online marketing lead and a lead from a third party referrer, as well as how to properly manage your customers’ expectations and compliance obligations through the buying process. Plus loads more tips and processes that increase your settlement rates and improve your bottom line.

Sales Strategy And Development

The team at Fintelligence have many years’ experience in owning and managing some of Australia’s largest asset finance businesses. Over this time they have developed and documented strategies to better manage the sales process and improve the customer experience through the buying journey. Let us share with you the must have tips and processes for better deal management and a better customer focused outcome.

TRAINING LEVEL

8 hours a month sales training and development
One-on-one coaching and training for your brokers
Assist in onboarding and accrediting new staff members
Get copies of scripts and objection handling responses and techniques
Get copies of important templates
Integrate your marketing activities into your sales process
8 hours each month must be arranged 2 weeks in advance or unless otherwise agreed.

PROFESSIONAL LEVEL

16 hours a month sales training and support for your business
One-on-one sales training for your brokers
Group sessions to conduct finance and insurance systems training
Assist in onboarding and accrediting new staff members
Get copies of scripts and objection handling responses
Get copies of important templates to increase your settlement rates and improve compliance requirements
Integrate your marketing activities into your sales process
8 hours each month must be arranged 2 weeks in advance or unless otherwise agreed.

PARTNER LEVEL

32 hours a month sales training and support for your business
One-on-one partner coaching and sales development at a management level
Individual sales training and guidance for members of your team
Group sessions to onboard new staff members and complete sales training
Creation of a complete white label sales training manual to be used in your business
Get copies of scripts and objection handling responses tailored to your business
Get copies of white labelled templates such as ‘Tax Invoice Requests’ to increase your settlement rates and improve compliance responsibilities.
Integrate your marketing activities into your sales team processes successfully
Help build a successful and winning culture to increase staff satisfaction and retention rates
Help with the creation and building of strategies to grow your sales numbers
Plus loads more secrets and tips.

Partner With An Aggregator That Helps Upskill Your Sales Team

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