Oct 10, 2024
The 2-lesson Outside Calling School will deliver the most up-to-date selling techniques to help you and your company deliver loan and deposit results even during this “new-normal” economy. You will go through the selling process to identify how to gain the trust of your client, gain a larger share of wallet, and sell what your client truly needs. We will also address how to effectively manage the pricing discussion, how to overcome objections, and how research and profiling the client/ prospect will improve targeting, prospecting and presentations.
Step 1: Pre- Call Planning
Step 2: Virtual or In Person Encounter
Step 3: Post Call Follow Up
| 8:30 a.m. | Registration & Log In |
| 9:00 a.m. | Program Begins |
| 12:00 Noon | Program Adjourns |
Please Note this school consists of two half day trainings on October 10 and October 24.
1 - Outside Calling School
2 - Negotiation Skills and Selling at Higher Margins
3 - Researching and Profiling Your Clients And Prospects
Jennie Sobecki is Owner and CEO of Focused Results, a sales and marketing strategy, consulting, and training firm concentrating on results-driven process consulting and training experience in community banks and other financial institutions. An expert in designing and implementing sales efforts and processes, she designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.
Jennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, she was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high-performing mid-level Indianapolis bank, and Director of Corporate Training for a large Midwest insurance company.
A charismatic speaker and consultant, Jennie consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.
Who Should Attend?
Any professional who has client contact would benefit from this seminar. This includes the branch staff, commercial and consumer lending staff, trust and investment staff, and the mortgage staff.
IBA Members
$350 includes both sessions
100% Surcharge for nonmembers.
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates. 100% Surcharge for Nonmembers.
The seminar will be held virtually as two half-day trainings on October 10 and October 24.
For more information, please contact Elizabeth DeHaven via e-mail at edehaven@indiana.bank or call 317-387-9380.
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations 1 day prior or absences on the day of the program. Substitutions are welcome at any time.