Global Certificate in Retirement Sales Strategies
-- ViewingNowThe Global Certificate in Retirement Sales Strategies is a comprehensive course designed to empower professionals in the retirement industry. This certification focuses on critical skills, knowledge, and best practices to excel in selling retirement products and services.
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โข Understanding Retirement: Types of Retirement, Retirement Needs and Goals, Retirement Challenges and Solutions
โข Retirement Planning: Financial Planning for Retirement, Investment Strategies, Risk Management
โข Retirement Income: Sources of Retirement Income, Pension Plans, Social Security Benefits
โข Selling Retirement Products: Annuities, Life Insurance, Long-Term Care Insurance
โข Retirement Sales Techniques: Needs-Based Selling, Consultative Selling, Suitability Requirements
โข Ethics in Retirement Sales: Compliance, Regulations, Professional Conduct
โข Client Relationship Management: Building Trust, Communication Skills, Handling Objections
โข Retirement Sales Trends: Digital Sales, Virtual Selling, Multi-Channel Distribution
โข Sales Performance Improvement: Goal-Setting, Sales Training, Performance Metrics
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