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Transform or be left behind

December 1, 2021

Why and how financial service sales organizations must change.


Across the financial services sector, sales leaders tell us that win rates are declining, forecast accuracy is poor, and deals are being lost to competitors at an increasing rate.

The stats back this up. 38% fewer financial services salespeople are achieving or exceeding goal than the world-class sales benchmark.

Clearly, financial services sales leaders need to adapt their organizations to these realities.

Read why and how financial services sales organizations must change:

  • What does good sales talent look like for this sector?
  • What are the competencies, traits and drivers that are needed?
  • What are the three critical expectations for building productive and lasting customer relationships?
  • How are financial services salespeople performing in comparison to their peers?
  • How do you close the sales talent gaps in this sector?

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