JPMONEYSAVER CORPORATION Sales Training Program

Audience:

This program is tailored for newly hired Energy Consultants, specifically sales professionals joining JPMONEYSAVER CORPORATION.

Length:

Anticipated to be completed in approximately 1 day, new sales hires are encouraged to finish this program before conducting their initial sales visits.

Goal:

This program aims to facilitate the onboarding training for new sales hires, ensuring they are well-prepared and confident in managing a JPMONEYSAVER CORPORATION sales presentation.

Resources:

Create a desktop folder named "JPMONEYSAVER Sales Training Materials." This folder will serve as a centralized hub for all training documents, ensuring easy retrieval for future reference.

Training Modules:

Module 1: Introduction to JPMONEYSAVER CORPORATION

• Objective: Provide an overview of JPMONEYSAVER CORPORATION, its mission, and its position in the industry.

• Key Topics:

  • Company history and values

  • Industry niche and contributions

Module 2: Understanding Financial Savings Services

• Objective: Develop a foundational understanding of JPMONEYSAVER CORPORATION's financial savings services and their benefits.

• Key Topics:

  • Basics of financial savings

  • Advantages for clients

Module 3: JPMONEYSAVER CORPORATION Product Portfolio

• Objective: Familiarize new hires with the range of financial products offered by JPMONEYSAVER CORPORATION and their unique selling points.

• Key Topics:

  • Savings plans and strategies

  • Investment opportunities

Module 4: Sales Presentation Techniques

• Objective: Cultivate effective sales presentation skills.

• Key Topics:

  • Building rapport with clients

  • Addressing common client inquiries

Module 5: Overcoming Sales Challenges

• Objective: Equip sales professionals to handle common challenges encountered during sales interactions.

• Key Topics:

  • Addressing client objections

  • Handling competitor comparisons

Module 6: Closing Successful Financial Deals

• Objective: Instruct on techniques for successfully closing financial deals.

• Key Topics:

  • Effective communication in financial sales

  • Navigating the closing process

Module 7: Compliance and Ethical Practices

• Objective: Instill a commitment to ethical sales practices and compliance within the financial industry.

• Key Topics:

  • JPMONEYSAVER CORPORATION's commitment to integrity

  • Financial industry regulations and standards

Module 8: Post-Sale Engagement in Financial Services

• Objective: Guide sales professionals on post-sale activities and ongoing client engagement in financial services.

• Key Topics:

  • Client follow-up strategies

  • Leveraging client referrals

Assessment:

Each module will be followed by a brief assessment to ensure comprehension and retention of key information.

Certification:

Upon successful completion of the program, new sales hires will be certified and ready to embark on their journey as Energy Consultants at JPMONEYSAVER CORPORATION.

Note to Trainers: Ensure all training materials are stored in the "JPMONEYSAVER Sales Training Materials" folder for easy access by trainees. Regularly update the folder with new resources or updates to existing materials.