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.


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