A Business Development Officers Guide to Selling Non-Traditional Financial Products

For most financial institutions, non-interest fee income is the lifeline to revenue growth and income diversification. Strategically focusing and effectively integrating non-traditional financial products into an institutions' product lineup will result in an enhanced client/member relationship and will positively impact the bottom-line of the organization.

What You Will Learn:

Detailed discussion on how to recognize prospects and either sell or refer to your internal expert or correspondent bank/credit union partner:

  • Corporate Investments
  • Foreign Exchange
  • Retirement Plans
  • Self-Directed Brokerage
  • Discretionary Investment Management
  • Trust Services
  • Insurance (Personal and Business)

The workshop provides a detailed Non-Traditional Financial Products Resource Guide that calling officers have found to be an invaluable resource and sales tool. The resource guide includes the following detail for each product:

  • Prospect profile
  • Benefits to the client
  • How does the client pay for the service?
  • Client needs met with this product
  • Key terminology
  • Conversation starters
  • What is a Registered Investment Advisor and how is it different from a broker?

Who Should Attend?

Business Development/Calling Officers, Lenders, Treasury Management Sales Team Members, Credit Analysts, and Internal Product Developers/Trainers