Training Programs: Internal Sales Management

Sales Desk Manager

Course Overview

This two-day program provides structure, tools and processes that empower sales desk managers to elevate their impact on the productivity of their team. Participants are exposed to a variety of coaching methods and techniques as well as gaining an understanding of generational issues and coaching different performance levels. The program engages managers in a system for developing performance measures and a correlated internal wholesaler ranking system.

On-point discussion, group exercise and Sequoia Blueprints are frequently employed to enhance the participants’ ability to carry the skills into their daily practice. The Sequoia Coach’s Playbook, a practical tool designed for coaching and evaluation the systems and processes advocated by Sequoia, is utilized to simplify the coaching experience.

Additional topics covered include prioritizing responsibilities, time management, motivation, recognition and rewards and successful hiring practices.


 

Open enrollment classes are held at Hamburger University in Oakbrook, IL. The classes are comprised of inside wholesalers from a diverse group of financial services companies. We limit the group size to maintain the integrity of the program and to enhance the degree of success in participant learning. This program is often customized to meet the specific requirements of individual firms and is often facilitated on site at the client’s facility.