Workshops

AVIVA WA Sales Academy report

Numbers
20 people attended. 20 assessment sheets were returned

Program rating criteria
5 Strongly agree 4 Agree 3 Neutral 2 Disagree 1 Strongly disagree

Rating Criteria
Cumulative score
out of 100
Percentage Rating
The seminar met my expectations 88 88.00
The seminar content was well structured and presented 91 91.00
The content presented was appropriate and useful 91 91.00
The speakers presentation style was professional 94 94.00
The seminar helped me understand the topics better 89 89.00
I would recommend this seminar to others 89 89.00

The attendees ranged from a few weeks experience to 27 years in the business. 11 different dealer groups were represented.

Tony Femia WA State manager for AVIVA said this:

"As mentioned Jim the feedback from all (who attended the program) was very encouraging mostly 4’s or 5’s out of 5. The most popular topic requested (for follow up) was "Building Strategic Alliances". I know there is a definite opportunity as……………..highlighted with our "centres of Influence" kit.

There will be an email from me today to all who attended and a different one to all who did not to recap on the learnings from the experience. More importantly Lucy will need to send another email to attendees with all of the above templates attached once they are recd from you.

I know you will agree that the true measure of success for the day will be the EXTRA business we receive from these advisers. So Lucy will set up a tracking sheet which will indicate what business we normally receive from the practices of these attendees annualised and track the improvement in those business levels.

My BDM team will be working closely with the attendees to assist with implementation of some of the great tips and tactics (you shared with us).

Once again Jim thanks for your efforts and look forward to sharing with you some great war stories of results they achieve through your training."

The successful financial planning group Advantage One chaired by Geoff O’Neil asked us to run a special half day session for their advisers, risk people, accountants, para-planners and support staff on, “Interview Capability: Building A Sustainable Relationship With Clients”.

The content was as follows:

  • Cultural change: Business evolution
  • Who is after your customers and clients?
  • Building a relationship into a partnership
  • Interview capability
  • The types of questions in the “Sale of Advice” process
  • Questions vs. statements in the “Sale of Advice”
  • Conceptual pull vs. product push
  • Speaking the client’s language: Getting rid of the jargon and complexity
  • Good listening habits
  • Learning types and advising
  • The principal of pre-emptive commitment
  • Presentation techniques
  • The adviser of the future: Educator and helper.

Geoff O'Neil from Advantage One with Jim Prigg

“Jim was able to build and deliver this excellent session that embraced all sections of our organisation. We are implementing many of his brilliant suggestions. He was able to stimulate all of our people with his subtle and persuasive presentation. We felt the investment in time and money with him was excellent”.
Geoff O’Neil Advantage One

What about this for a one day block buster skills improvement
session for new people and road warriors?

"Powering Up Your Sales, Productivity And Profitability"

Part One: Generating new and sustainable business sources

Lead generation tactics, techniques and management.
Referrals: The easiest way to build an income stream 
Hot prospecting: The places to be looking for business NOW
Working old/bought or second-generation client bases
How to develop simple, low cost strategic alliances

Part Two: Getting the business done NOW

Handling resistance and objections simply and quickly
Getting over the price justification issue
Answering 8 of the most common objections 
Gaining commitment now
Implied consent tactics
The principle of pre-emptive closing
How to use the "universal sales proposition" technique
10 surefire ways to "close with class"

Part Three: Marketing yourself. YOU are the brand

Interactive and effective direct mail
Developing your elevator speech: What do you really do for people?
How to use conceptual pull instead of product push
Unleashing the power of the "author marketer" to attract people
Sharing knowledge to market yourself as a source of value
Getting to the difficult, shy, busy, lazy and "know it all" prospect

Part Four: Insurance sales, tips, tactics and techniques 

Visuals
Action statements and power phrases
Logic vs. emotion: Selling your service first
The principle of human capital
The power of war stories

What do happy attendees tell us about this interactive program?

James Wingate, Guardian VIC “The seminar………was very informative and I have a wealth of knowledge, both in memory and in hardcopy, to work with.”
 
Will Rolley, SJP, Sydney “Thank you for a great day last Thursday. Good closing in my book simply improves the numbers and makes you more money. Enjoyed your company and look forward to becoming a client of your organisation.”

We have an outstanding induction program on soft skills for new people or those road warriors wanting a refresher session. Build your own Academy with our content and workbooks.

Workshop style programs can run for half a day, full days or two days.

Group rates, per head rates and sponsored day rates for delivery available

Call me now on (0408 520 453) or email me on ji02506@bigpond.net.au to discuss how you would like to motivate your people to greater productivity and prosperity with better soft skills and communications tactics.





Financial Services Sales Academy
Jim Prigg & Associates P/L
ABN 65 062 257 078
Address: 14 Wood St, Colac Victoria 3250
Postal: P.O. Box 57, Colac Victoria 3250
 
Tel: 03 5232 1500   Fax: 03 5232 1512 
Mob: 0408 520 453

 
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