Tailored Financial Services Sales Training, Coaching, and Consulting

Training Exclusively for Internal Financial Sales Professionals

There’s no such thing as a one-size fits all program for internal wholesaler and inside sales training – financial services sales professionals require a unique approach. Telemasters tailors programs specifically for your business and the challenges of your sales team. Our live, interactive workshops will teach a proven approach for every phone call to help your sales people reach more decision-makers and more effectively articulate their value proposition to clearly distinguish themselves from the competition.

Selections from actual recordings of industry sales calls are used to reinforce the best practices of all types of call scenarios. Participants leave the workshop prepared and empowered with tools to handle their most challenging calls with confidence. We work with internal wholesalers financial marketers and dedicated B2B financial services sales teams – ask us how we can shape a program for your specific goals.

The Telemasters foundational internal wholesaler and inside sales training programs are available in a variety of formats to meet your organization’s needs.

Coaching Exclusively for Internal Financial Sales Professionals

Telemasters approaches unlike any other sales training out there. Powerful internal wholesaler training and financial services sales training is only the first step toward improving your team’s productivity and effectiveness.  The key to success is follow-up coaching that turns key training fundamentals into behaviors and habits. Individual and group call coaching is critical for the success of any financial services sales training program.

Effective call coaching, whether facilitated by a Telemasters coach or your team’s leaders, will ensure that behavioral changes are made and applied to every telephone call to dramatically impact ongoing results.

More than simply “giving feedback” to often less-than-receptive participants, this powerful process is supported by easy-to-use preparation and tracking tools. The coaching process is designed to help managers hold internal wholesalers, marketers and inside sales reps accountable for making the necessary behavioral changes required to improve their results and profoundly impact the bottom line. Coaching is an ongoing complement to basic and advanced financial services training protocols we can develop for your team – maintenance designed to keep moving you forward.

Consulting for Internal Financial Sales Organizations

Whether you are looking to improve upon your existing financial services sales approach or build a sales team from the ground up, our consulting services offer additional insights designed to complement and enhance your existing processes and structure.

Telemasters’ 20 years of financial services inside sales management expertise will help you maximize all aspects of running your inside sales team at it’s highest capacity. From assessment and selection through metrics and performance management, we can provide you with the tools and processes to ensure your success.