Challenge/Opportunity
Increase the sales of Credit Insurance within the retail branches
Consulting
Engagement
Realign the sales process for Credit Insurance within
the retail branch environment. Provide specific content within each step
of the sales cycle. Foster and strengthen the sales culture within the
branch network.
Consulting Process
Fleming Advisors International works jointly with The Covenant
Group to analyze existing programs and conduct interviews with internal
subject experts. Build new sales cycle. Add new elements and sales tracks.
Recommend changes to the application process and related forms.
Results
Strong acceptance from home office and field management. National
installation program being conducted internally by the bank.
Revamping
and Revitalizing a Challenge:
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