Kepa Sales School - Initial Sales Workshop

18 February 2015

This 4 day workshop will give you a very good overview of what is entailed in becoming a Financial Adviser in the NZ market.

By attending this professional workshop, you will learn about 'What it takes to succeed and build a business in the Financial Services Industry of today'

Target Audience

kepa members with less than 12 months full time experience as an Adviser.

Expected Learning Outcomes

Understanding the importance of Insurance

Sales Skills including:

Prospecting

Making an appointment

Relaxing the prospect

Needs Analysis

Disturbing the client

Presenting the solution

closing the Sale

Referrals made simple

Goal setting and activity management

This course includes role playing, case studies and completing a basic risk needs analysis

Duration and Frequency

Four-day course, once per quarter.

Event location

Kepa Offices, Huron St, Takapuna, Auckland

Event date/time

Day 3

Event contact information

events@kepa.org.nz    Download this event in iCalendar format (for Outlook, iCal, etc)

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