One-Day Workshop and Web Based Modules
Effective hybrid wholesalers must be true masters consultative selling. They usually come to the job with strong phone-based sales skills but little experience in face-to-face selling. Or they may want to take their consultative selling skills to the next level.
Essential Sales Skills for Hybrids includes:
- A web-based review of consultative selling followed by an individual skill assessment lets both hybrids and their managers know their strengths and where they need to kick it up a notch.
- A workshop packed with role-plays and demonstrations that will help hybrid wholesalers become more effective at both phone and face-to-face advisor interactions. We emphasize advanced positioning, questioning, presenting, objection handling and closing skills.
- A post workshop web-based skill assessment that will allow them and their managers to see how far they’ve come and develop a coaching plan.
This program is appropriate for hybrid wholesalers, internal wholesalers who are transitioning to a hybrid position, and their managers.







