Launch Your Finance Outsourced Sales Team in 45 days, or less!

Our Customers

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.

Our Commitment to You

Revenue growth and new client acquisition

Reduced and controlled
cost of sales

Brand protection by using dedicated full time employees
Sales Intelligence – All information is your information

What Makes Sales Focus the right Outsourced Sales Team partner for your business?


Repeatable Process

S.O.L.D.™ – Our Launch Methodology – Proven and Repeatable for Large and Small Companies

Senior Executives – Program Managers – with industry experience and knowledge to build and manage sales teams.


Cost Savings

More control over variable expenses such as insurance, overhead, HR, etc.

Reduce or eliminate personnel, equipment & infrastructure


Level of Expertise

Outsourced Sales Team is one of our core competencies

Allows you & your team to focus on what you do best


Scalable Solutions

Marketing services that are optimized to campaign results

Sales teams that can adapt to market conditions and results of the campaign


Speed to Market

On-boarding process quickly adapts to your business goals & objectives

Actively marketing and selling your product or service in 10 – 45 days


Employee Transition

Customer may acquire sales team directly after 12 months

Proven and properly trained sales team positioned for years of development and success.

Find out how to Finance outsourced sales team in 45 days, or less!

Our Trademarked Methodology - S.O.L.D.™

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What Our Clients Are Saying

PresidentHorizon Mental Health Management LLC
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"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."
MarketingTXU Energy
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“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.”
CEOiJet Travel Intelligence
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“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.
General Manager
General ManagerSprint
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“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.”

Find out how to launch your Finance outsourced sales team in 45 days, or less!