For Bankers, LOB Leaders and Sales Executives: The Guide to Building Your Business Work Plan for 2018

Webinar: ID# 1026382
Recorded CD or On-Demand
About This Course:
The problem with most ‘business plans’ is that you spend a great deal of time creating them, and once complete, they are shoved into a binder somewhere. What most Relationship Managers really need is a living, working sales plan. This webinar on The Guide to Building Your Business Work Plan will give you just that. It provides you with a working template that contains the essential components for banks and credit unions to customize to build your own sales success workplan. It is designed to help you identify, address and overcome sales obstacles so that you can reach your goals for acquiring and deepening client relationships.


This one-hour webinar will help RMs and their Leaders:

  • Develop a personal and business workplan that will help drive desire and commitment for extraordinary success in sales, both individually and as a team
  • Establish and connect individual personal goals with business goals
  • Utilize a template to implement a disciplined process to stay on track and focused on the priority drivers of business
Who Should Attend

Salespeople, LOB leaders and sales executives in all lines of business, tellers, supervisors and trainers will all benefit by this webinar.

The Presenters

Jack Kasel, Sales Development Expert with Anthony Cole Training Group, has 30+ years’ experience in sales and sales management spanning a host of industries including software, transportation, vending and printing services. During his tenure at FedEx, he oversaw all aspects of regional training prior to being promoted to District Manager. Jack brings the deep experience of feet on the street, practical selling as well as the coaching and training background to make a difference in your organization.

Alex Cole is the Director of Recruiting with Anthony Cole Training Group. After graduating from the University of Dayton with a double major in Marketing and Sales, Alex went to work for the largest recruiting company in the country, honing and developing her network and recruiting skills. In January of 2016, Alex joined the ACTG team to cultivate and advance their specialty division - Hire Better Salespeople. She helps financial companies recruit, assess and develop the right salesperson for their team. Not everyone is cut out for the sales life and that's where Alex comes in - to help banks find those that can and WILL sell.
For Bankers, LOB Leaders and Sales Executives: The Guide to Building Your Business Work Plan for 2018
or via CD or On-Demand
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