Financial Products and Services Sales
This course is part of Ventas efectivas de servicios financieros.
This course focuses on developing skills to effectively, responsibly, and ethically offer and sell financial products and services. You'll learn how to properly communicate with clients to understand their needs and gain their trust, as well as how to calculate their risk profile to design customized commercial offers. The course covers sales techniques in digital contexts based on emotions, crisis management with clients, and guidance on goal setting. Learning resources include downloadable tools for budget analysis, risk assessment, advisory process feedback, and client monitoring to apply directly with your clients.
Instructors:
Spanish
Español
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What you'll learn
Learn to understand clients and develop service offerings based on their specific needs Calculate client risk profiles to create personalized commercial proposals Acquire tools for effective client communication and building customer loyalty Master techniques for making effective sales in the financial sector Distinguish between crises, problems, and emergencies in client relationships Strengthen commercial advisory processes through proper goal setting approaches
Skills you'll gain
This course includes:
PreRecorded video
Graded assignments, exams
Access on Mobile, Tablet, Desktop
Limited Access access
Shareable certificate
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There are 5 modules in this course
This comprehensive course provides professionals with essential skills for selling financial products and services. The curriculum covers client needs identification, risk profile calculation, effective communication strategies, and digital sales techniques. Students will learn to differentiate between crises, problems, and emergencies with clients, and understand how to guide clients in setting financial goals. The course emphasizes ethical and responsible sales approaches while providing practical tools for budget analysis, risk assessment, advisory process feedback, and client monitoring. Throughout the four-week program, participants develop the ability to create personalized commercial proposals and build long-lasting client relationships in the financial services industry.
Identificación de necesidades del cliente
Module 1
Perfil de riesgo
Module 2
Comunicación eficaz
Module 3
Técnicas de ventas digitales y emocionales
Module 4
Manejo de objeciones y planeación financiera
Module 5
Fee Structure
Individual course purchase is not available - to enroll in this course with a certificate, you need to purchase the complete Professional Certificate Course. For enrollment and detailed fee structure, visit the following: Ventas efectivas de servicios financieros
Payment options
Financial Aid
Instructor
1 Course
Finance Expert & Educator with 18+ Years in Investment Management, Risk Analysis, and Academic Leadership
Adriana Leonor Melo Olivera is a finance professor with 18+ years in investment, risk management, and leadership in academic and consulting roles.
Testimonials
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Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.