Training Programs

Professional Development Programs
Sequoia System training programs are designed exclusively for sales professionals in the financial services industry. From retail to carrying a wholesaler’s bag…from managing field sales professionals to executive roles and more…our facilitators average 20 years of experience in the financial services industry.

The content for our programs is continually being refreshed and updated. It is derived from the combined 100 years of experience born of our facilitators and management team, along with the best practices that we have accumulated, from more than 150 firms in the financial services industry who have been through the doors at Sequoia.

Our courses are all designed with the same goal in mind…to teach the critical skills necessary to achieve success in every aspect of distribution. Our programs are designed for:

• Sales Managers
• Wholesalers
• Sales Desk Managers
• Internal Wholesalers
• Relationship Managers

Information about Sequoia System programs can be accessed by clicking on the appropriate program category in the above navigation. You will find detailed information about each course and its expected outcomes, as well as class agendas, program calendars, registration forms and directions to Our Training Facility. Upon request, custom programs may be offered on site, at your corporate headquarters or at a location that is convenient for you.

Register for Open Enrollment Programs or call 630.955.6030 to register today.




Field Wholesalers


Internal Wholesalers


Field Sales Management


Relationship Managers


Internal Sales Management



Core Skills for Externals
April 13 -14, 2015
Core Skills for Internals
June 15 – 16, 2015

Register for Open Enrollment Programs or call 630.955.6030 to register today.





Sequoia System International | 1515 Legacy Circle | Naperville, IL 60563 | Tel 630.955.6030 Fax 630.955.6031
© 2014 Sequoia System International. All rights reserved.