Selling Financial Services

There are 3 common challenges when it comes to selling financial services:

Generating new conversations with potential customers.
Leading those conversations masterfully and winning business, often in the face of stiff competition.
Maximizing business with existing customers.

Banks and financial institutions struggle to engage conversations that lead to new business and generate the internal referrals necessary to grow accounts as much as they should. Financial services companies who have overcome these challenges experience much greater profit and revenue growth than the rest.

Financial Services Sales Training

We offer a full suite of sales training programs to help financial and insurance institutions increase sales and margins through generating more leads and turning those leads into new customers.

Sales Assessments

We'll help you identify who on your team not only can sell, but who will sell and to what success level. Our assessments measure sales skills and attributes, and examine the factors that affect business development success.

Sales Coaching

Working with a coach can be the difference between success and failure in selling financial services. We can coach your teams ourselves, or teach your leaders and managers to unleash the sales potential of your team.

Online Sales Training

Our world-class online sales training gives individuals the skills they need to succeed in sales. From leading sales conversations to growing accounts, we have a program that will help your team make breakthroughs in sales success.

Sales Performance Improvement Consulting

Should you be getting more out of your sales efforts? We'll help you uncover the greatest opportunities for sales growth and implement a culture of sales success at your institution.

Strategic Account Management

In selling financial services, the relationship does not end after the first sale. In fact, it’s just the beginning. We'll help you uncover huge untapped opportunity to grow existing accounts.

"RAIN Group introduced the key selling skills that our team needed to become top performers. They presented a customized program that addressed our specific needs and taught us how to lead conversations and close business with great success. The results to date have exceeded our expectations. Our average sales have increased drastically, we've shortened our sales cycles, and we're on track to achieve 200 percent of sales targets. Our business development skills are at an entirely new level and it's having a significant impact on our growth."

- Scott Moon, Global Sales Head, Corporate Financial Risk Management, Chatham Financial

Overview

For Your Objective

For Sales Professionals

For Sales Managers

Our Approach

For Your Vertical

Sales Insights

By Type

By Topic

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RAIN Group

Overview

For Your Objective

For Sales Professionals

For Sales Managers

Our Approach

For Your Vertical

Sales Insights

By Type

By Topic

RAIN Group

// Industries

Banking, Financial Services, & Insurance

Succeed with selling financial services.

Boost Sales Skills

Build a Culture of Business Development

Grow Existing Accounts

Services for Banking and Financial Services

Financial Services Sales Training

Sales Assessments

Sales Coaching

Online Sales Training

Sales Performance Improvement Consulting

Strategic Account Management

How We're Different

Financial Services Expertise

Research-Based

Complete Learning System

Our Experience in Your Industry

3 Great Ways to Learn More

The Future of Consultative Selling

Financial Advisory and Technology Company Increases Average Deal Size by 180%

Learn More about Our Financial Services Practice

Representative Clients

Contact Us

Boost Sales
Skills

Grow Existing
Accounts

The Future of Consultative
Selling