Financial Services
Sales-rep development reducing fall-off by 73% at Canadian bank
- Location
- Ontario, Canada
- Year
- 2017
- Engagement
- Revenue Growth: Sales Effectiveness
The problem
Leading Canadian Bank experiencing sales fall-off from insurance sales reps ~6 months after reps onboarded. Many reps lacked ability to gain leads and sales outside of immediate network. Client required networking and lead generation training for new sales reps and those with declining performance.
Our approach
Our team developed a "teaser" seminar "Natural Networking" to generate interest and familiarity. We integrated teaser session with introduction of broader curriculum. We delivered first round of sessions live over 12 modules.
300
300 Sales Reps trained in first 12 months
–73%
Reduced sales fall-off by 73%
↑
Recorded initial curriculum for future client use and example "What Good Looks Like" for training modules