Financial Services
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.

Case study figure

Measurable impact

300

300 Sales Reps trained in first 12 months

Financial Services

Measurable impact

–73%

Reduced sales fall-off by 73%

Financial Services

Case snapshot

Recorded initial curriculum for future client use and example "What Good Looks Like" for training modules

Financial Services

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