Sales within a contact centre



The purpose of this module is to explore implementing selling strategies within the contact centre, within the financial services industry. The focus will be to identify selling techniques to generate sales through a contact centre using various skills. An important aspect of this course is to understand the importance of the customer and meeting their needs when selling our products.


Focus Area

  • Differentiate between different customers and understand their needs
  • Apply basic cross-selling techniques within a contact centre
  • Explain how to close a sale in order to meet sales targets.

Who should register?

Financial advisors, Financial planning assistants

CPD information




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