Jun 1

Developing the Perfect Sales Conversation

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available six business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up

Thursday, June 1, 2017

9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Great service doesn’t just happen – nor do great sales! They must be planned and executed with perfection. As the saying goes, “If you don’t ask…” Fortunately, great service and great sales go hand-in-hand. If you’re doing your job right, you’re constantly looking for ways to improve members’ financial lives. That means you’re already talking and listening to them – the start of a great sales conversation. From examining sales leads, to reviewing sales prompts, to mastering “the close,” this seminar will dissect the sales conversation from a service standpoint and lead to better service for your members and greater revenue for your credit union.

Continuing Education: Attendance verification for CE credits upon request


  • Discover a wide array of sales lead generation sources
  • Questions you can ask to probe for opportunities
  • How to “read” members’ interest level
  • Compliant sales in a highly regulated environment
  • Best techniques to “close” the deal

    • Useful websites to generate new leads
    • Sample sales conversation starter questions
    • Sample policy language for administering sales contests and programming
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


This informative session is designed for sales managers, call center representatives, member service representatives, and all sales-oriented staff.

PLEASE NOTE: Program content is subject to copyright and intended for your individual financial institution’s use only.


CU Doctor
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