Advanced Certificate in Client-Centric Retirement Sales
-- viendo ahoraThe Advanced Certificate in Client-Centric Retirement Sales is a comprehensive course designed to empower professionals in the retirement industry. This certificate program emphasizes the importance of a client-centric approach, focusing on meeting the unique needs of individual clients.
4.360+
Students enrolled
GBP £ 140
GBP £ 202
Save 44% with our special offer
Acerca de este curso
HundredPercentOnline
LearnFromAnywhere
ShareableCertificate
AddToLinkedIn
TwoMonthsToComplete
AtTwoThreeHoursAWeek
StartAnytime
Sin período de espera
Detalles del Curso
• Understanding Client-Centric Retirement Sales: This unit will cover the basics of client-centric retirement sales and its importance in today's financial industry. It will also highlight the benefits of adopting a client-centric approach and how it can lead to increased sales and customer satisfaction.
• Prospecting and Networking for Retirement Sales: This unit will teach students how to effectively prospect and network to identify potential clients for retirement sales. It will cover topics such as building referral networks, researching prospects, and creating a targeted marketing strategy.
• Assessing Client Needs and Goals: This unit will focus on the importance of understanding a client's needs and goals when it comes to retirement planning. Students will learn how to conduct a thorough needs analysis, identify potential gaps in a client's retirement plan, and make recommendations based on their findings.
• Product Knowledge for Retirement Sales: This unit will provide students with an in-depth understanding of the various retirement products available in the market. It will cover topics such as annuities, life insurance, and investment options, and how to match them with a client's risk tolerance and retirement goals.
• Building Trust and Credibility: This unit will teach students how to build trust and credibility with clients, which is essential for successful retirement sales. It will cover topics such as active listening, effective communication, and establishing a strong rapport with clients.
• Compliance and Ethical Considerations: This unit will cover the legal and ethical considerations involved in retirement sales. It will highlight the importance of adhering to industry regulations and guidelines, and how to avoid potential compliance issues.
• Sales Techniques for Retirement Products: This unit will provide students with a range of sales techniques and strategies specific to retirement products. It will cover topics such as overcoming objections, closing techniques, and follow-up strategies.
• Creating a Sales Plan: This unit will teach students how to create a comprehensive sales plan for retirement products. It will cover topics such as setting sales goals, identifying target markets, and creating a sales action plan.
Trayectoria Profesional
Requisitos de Entrada
- Comprensión básica de la materia
- Competencia en idioma inglés
- Acceso a computadora e internet
- Habilidades básicas de computadora
- Dedicación para completar el curso
No se requieren calificaciones formales previas. El curso está diseñado para la accesibilidad.
Estado del Curso
Este curso proporciona conocimientos y habilidades prácticas para el desarrollo profesional. Es:
- No acreditado por un organismo reconocido
- No regulado por una institución autorizada
- Complementario a las calificaciones formales
Recibirás un certificado de finalización al completar exitosamente el curso.
Por qué la gente nos elige para su carrera
Cargando reseñas...
Preguntas Frecuentes
Tarifa del curso
- 3-4 horas por semana
- Entrega temprana del certificado
- Inscripción abierta - comienza cuando quieras
- 2-3 horas por semana
- Entrega regular del certificado
- Inscripción abierta - comienza cuando quieras
- Acceso completo al curso
- Certificado digital
- Materiales del curso
Obtener información del curso
Obtener un certificado de carrera
