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Sales Solutions for the Finance Industry

Your firm’s financial expertise is wasted without clients who need it to grow and sustain their personal or business’ financial legacy. Sales Focus Inc. (SFI) provides the sales outsourcing solutions you need to target and convert relevant, high-value prospects to sustain and your own firm’s profitability.

What Is Limiting Sales in the Finance Industry

Businesses in the finance industry face some unique sales challenges. Compared to other industry sectors where products and services—and the need for them—are easy to understand, the finance industry experiences more:

  • Lack of client education
    Individuals and business decision makers do not understand the myriad aspects that contribute to market variability and volatility. Consequently, they are much more likely to not know:
    • What contingencies they need to plan for
    • What financial planning services and products will best meet their needs
    • What products will sufficiently insure their assets
    • What products or services will deliver higher cost-efficiency
    Additionally, prospective consumers are likely to be unaware of legal and/or regulatory issues that impact their investments
  • Lack of consumer trust
    News stories of misconduct and mismanagement within the finance sector introduce fear of bankers, brokers and financial advisors. Often, this is the first hurdle that must be cleared before meaningful client education can even begin.

Because of the amount of client education required for finance industry sales, relationships are essential. Salespeople who just push financial products and services are likely to be unsuccessful.

How We Ensure Top Sales Performance

SFI delivers sales outsourcing solutions that generate real results—increased revenue. The secret to our success is actually no secret—we simply recruit the best sales agents.

At SFI, we take pride in our ability to develop a sales team that meets your needs. Every sales agent we hire has proven:

  • Work ethic
  • Organizational and planning skills
  • Communication skills
  • Experience

Our careful recruitment is paired with our systematic approach to sales plan development and team training. Our S.O.L.D.™ methodology ensures our sales agents are your product/service experts and ready to perform in less than two months.

Sales Outsourcing for All Sectors of the Finance Industry

With more than 20 years of sales outsourcing experience, SFI has the capabilities to boost sales performance for all types of businesses in the finance sector, including:

  • Financial advisors and consultants
  • Retirement planners
  • Investment brokers and traders
  • Banks and trusts
  • Insurance carriers and brokers
  • Real estate
  • Personal and commercial lenders and brokers

Find the sales solutions right for your firm. Contact SFI to schedule an initial consultation.

Sales Focus Inc. provides sales outsourcing solutions for all businesses in the finance industry. Call us today for an initial consultation.

Intelligent Sales Outsourcing Solutions