AIB Tele-Consulting (AIB-1884)  

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Tele-consulting is designed for bankers who are familiar with the basic sales cycle and want to use the telephone as a strategic tool to enhance their service and sales performance. It helps students understand the unique challenges of telephone sales and learn specific techniques to overcome the common obstacles to success and maximize the advantages when using this sales approach.

Delivery Options

Self-Paced Online

Audience

This course is most appropriate for banking professionals who need to make outbound telephone service and sales contact with an assigned customer portfolio.

Learning Objectives

After completing this course, students will be able to:

• List the business reasons for using tele-consulting
• Describe the common challenges of tele-consulting
• Identify service and sales potential for existing customers
• Plan and organize tele-consulting contacts
• Establish rapport and gain customer interest
• Describe the legal parameters for tele-consulting practices
• Conduct an effective tele-consulting interview
• Make an effective tele-consulting product presentation
• Use scripts to handle common tele-consulting objections
• Close a tele-consulting contact effectively
• Describe important tele-consulting follow-up tasks
• Set realistic tele-consulting performance goals

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834