Field Sales and Relationship Skills - Searchlight Insurance Training

Field Sales and Relationship Skills

The skills of field staff and the techniques they use to achieve face-to-face sales and develop customer accounts are vitally important to the success of any business.

This workshop is aimed at developing the sales and relationship management skills of field staff by improving their customer relationship and face-to-face sales skills.

It is designed to improve sales skills and identify how to respond to customer needs professionally. It will show the skills needed to develop relationships and optimise sales.

Level: Undefined

Duration: 1 day(s) CII CPD Hours: 6


Communicate with prospects and clients clearly and competently

Establish a customised sales structure

Outline the importance of preparation for the meeting

Understand how attitude affects approach

Know how to plan your territory


Positive attitude

Time management

Features and benefits

Selling and cross-selling

Questioning technique

Building rapport

Two-way communication

Handling objections

Closing the deal

After sales care

Securing quality referrals

Extracting maximum value from key accounts