As financial services markets become increasingly competitive, businesses need skilled sales professionals capable of navigating complex sales processes, adhering to regulatory requirements, fostering strong client relationships, and managing high-value transactions within a heavily regulated industry. This programme is ideal for those working in the wealth & asset management sector, looking to enhance their sales strategies, who aim to become professional sales executives, manage accounts, and drive business growth. Typical roles include:
Our programme is built around a professional apprenticeship. The learning is wrapped around and incorporates daily work, this is supplemented by ‘off the job’ development, which on average accounts for 6 hours per week (completed within paid time). Access to all of our training content is via our digital platforms enabling 100% remote delivery. This incorporates:
This programme will develop Knowledge, Skills, and Behaviours and will provide people with the awareness and capabilities required to accelerate their career in sales roles.
Organisational Knowledge | Product/Service & Sector Knowledge | Market Knowledge | Customer Knowledge | Commercial & Financial Acumen| Digital Knowledge
Sales Planning and Preparation | Customer Engagement | Customer Needs Analysis | Propose and Present Solutions| Negotiate | Close Sales | Gathering Intelligence| Time-Management | Collaboration and Teamwork | Customer Experience Management | Digital Skills
Ethics and Integrity | Proactivity | Self-Discipline | Resilience & Self-Motivation| Continuous Professional Development
Duration: 12 Months
Funding Band: £6,000
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