Finance Sales Outsourcing

Pioneered the Sales Outsourcing Industry in 1998

  • More Than $1.2B in Gross Revenue Generated For Our Clients
  • 97.5% Success Rate With All Clients

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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 finance sales outsourcing solutions you need to target and convert relevant, high-value prospects to sustain your firm’s profitability.

What Is Financial Services Outsourcing?

Financial services outsourcing refers to the practice of delegating specific financial tasks or processes to external service providers. It involves hiring a third-party organization, often located domestically or internationally, to perform various financial functions on behalf of a company or institution. This outsourcing arrangement allows businesses to leverage specialized expertise and resources, streamline operations, reduce costs, and focus on core competencies. Financial services outsourcing can encompass a wide range of activities, including but not limited to:

  • Accounting and bookkeeping – Outsourcing tasks such as accounts payable/receivable, general ledger management, financial statement preparation, and tax compliance.
  • Payroll processing – Transferring the responsibility for payroll administration, including calculating wages, tax deductions, and issuing paychecks, to an external service provider.
  • Financial analysis – Engaging external experts to conduct financial research, forecasting, and analysis to support strategic decision-making.
  • Risk management – Seeking the assistance of specialized firms to assess and manage financial risks, such as credit risk, market risk, or operational risk.
  • Compliance and regulatory reporting – Outsourcing the preparation, filing, and monitoring of regulatory reports to ensure adherence to financial regulations and legal requirements.
  • IT and technology services – Engaging external vendors to provide technology solutions, infrastructure management, software development, data security, and system maintenance.
  • Investment management – Collaborating with external asset management firms to handle investment portfolios, investment research, and portfolio analysis.
  • Customer support and call center services – Outsourcing customer service functions, including handling inquiries, processing transactions, and resolving issues related to financial products and services.

Financial services outsourcing offers several potential benefits, such as cost savings, access to specialized expertise, increased operational efficiency, scalability, and flexibility. However, it also requires careful consideration of risks, data security, regulatory compliance, and the selection of reputable and trustworthy service providers.

What Is Finance Sales Outsourcing?

Finance sales outsourcing is when a finance business outsources its sales processes to an external service provider like Sales Focus Inc. Our sales outsourcing solutions help companies manage their financial processes more efficiently. By outsourcing financial sales functions, businesses can reduce overhead costs, improve accuracy and compliance, and free up resources to focus on core business activities. Our financial outsourcing solutions include various services, such as accounting, bookkeeping, payroll processing, tax preparation, and more.

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 contributing to market variability and volatility. Consequently, they are much more likely not to know:

  • What contingencies do 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. This is often the first hurdle that must be cleared before meaningful client education can 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 no secret—we recruit the best sales agents.

At SFI, we take pride in developing 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.

Finance Sales Outsourcing FAQs

Sales outsourcing for the financial sector involves hiring an external agency or team to handle sales-related tasks such as lead generation, customer acquisition, and sales support. Financial institutions can focus on core business functions and delegate sales responsibilities to an experienced and specialized team. Sales outsourcing can provide access to a broader pool of potential customers and improve overall sales performance.

Outsourcing in the banking and financial sector involves delegating certain business functions to a third-party service provider. This includes finance outsourcing, which can cover a range of financial services such as accounting, bookkeeping, payroll, and tax preparation.

Additionally, finance sales outsourcing involves outsourcing the sales aspect of financial services, including lead generation, appointment setting, and account management. It’s important to carefully select an outsourcing partner with a proven track record of success that can ensure data security and compliance with industry regulations.

Customer support outsourcing for the banking industry involves hiring an external agency or team to handle customer service-related tasks such as answering customer inquiries, addressing complaints, and providing technical support. This allows banking institutions to focus on core business functions and delegate customer service responsibilities to a specialized team. Customer support outsourcing can improve overall customer satisfaction, reduce costs, and provide access to a broader pool of potential customers.


Launch Your Outsourced Sales Team in 45 Days or Less!

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Our Proven S.O.L.D.TM Process That Drives Revenue


Transfer Clients Business Knowledge


Plan & Recruit


Training & Go-To-Market Initiative


Manage & Track Sales Performance

What Our Clients Are Saying

Sales Focus analyzed, helped develop and implemented selling processes that made an immediate positive impact to our sales Objectives. Within 90 days, Sales Focus was able to implement selling procedures that effectively increased our productivity this year! The sales team gained immediate benefits that will guide our organization into the future and will allow Horizon to continue its dominance in the Psychiatric Contract Management arena.

Horizon Health Behavioral Health Services

Sales Focus developed a tactical go-to-market plan that allowed TXU to quickly establish a presence in a newly targeted middle- market geography. They incorporated their processes and management tools into our organizational requirements that made the launch very successful. Time to market and scalability were essential to our success and Sales Focus delivered what they promised. Our Partnership with Sales Focus continues to expand.
Marketing Director

TXU Energy

With Sales Focus Inc. we were able to quickly develop our organization and have the sales team quickly on the street with their efforts immediately focused on generating revenue. Sales Focus was able to analyze our market and direct our sales efforts towards the most lucrative opportunities. Knowledge, process and focus were brought into our business from the very beginning of our engagement.

iJet Travel Intelligence (now WorldAware)

Sales Focus was able to quickly identify our needs and launch a sales team within 30 days to achieve our requirements. They incorporated their management program into our systems and delivered the results. Sales Focus brought the professional management and sales experience we needed.
General Manager

Sprint (now T-Mobile)

I appreciate all the hard work the Sales Focus team put into our partnership, particularly Kristina and Josh. We saw great results in terms of the volume of interactions, leads, webinar signups, and meetings set. I think there was a difficulty in setting meetings with the best individuals who were specifically interested in our platform, but that's a battle that everyone fights. We are moving on from our existing partnership because we're bringing these operations in-house moving forward, but we will keep Sales Focus in mind if our needs change.
Director of Business Development


Sales Focus’s vast network of contacts, seasoned sales force, and broad experience in the industry made them the natural choice to provide representation throughout North America.
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