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Provided by: Priestley Training THE MORTGAGE SALES INTERVIEWAccounting and Finance |
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Training
Provided by Priestley Training
This course is designed to furnish new mortgage advisors with the knowledge they need to succeed in the role. The course will develop the new advisors skills in selling the additional products a client will need when they take out a mortgage such as life insurance and home contents insurance and most importantly accident and sickness insurance.
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THE MORTGAGE SALES INTERVIEW
Who would benefit from this course?
Anyone who is newly qualified as a mortgage advisor or an existing advisor who would like to improve their sales during the mortgage interview.
Course Objectives
Through a variety of training methods this interactive course will enable delegates to:
Gain confidence in conducting the mortgage interview
Have an understanding of the compliance issues around the mortgage interview
Understand and demonstrate the sales process
Course Overview
First impressions both face to face and via the phone
The products on sale
Compliance what is given out and when to the client
Building rapport with the client
Questioning technique
Listening skills
Gathering information from the client
Making the recommendation
Meeting objections
Closing the sale
The follow up call
Anyone who is newly qualified as a mortgage advisor or an existing advisor who would like to improve their sales during the mortgage interview.
Course Objectives
Through a variety of training methods this interactive course will enable delegates to:
Gain confidence in conducting the mortgage interview
Have an understanding of the compliance issues around the mortgage interview
Understand and demonstrate the sales process
Course Overview
First impressions both face to face and via the phone
The products on sale
Compliance what is given out and when to the client
Building rapport with the client
Questioning technique
Listening skills
Gathering information from the client
Making the recommendation
Meeting objections
Closing the sale
The follow up call
About The Training Provider: Priestley Training
Priestley Training - Priestley Training provides a range of training services and courses but understands that the impact and return on investment of training is paramount. This is why we predominantly design and deliver training programmes and courses to meet specific training and development needs and requirements. Training can be delivered in our modern training complex or at your own premises, allowing for...
