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Courses for
Sales and Office Managers


Areas of Training: The Four Pinnacles of Success

Course Overviews
List of Representative Courses
For New Consultants
For Producers Under $350K
For Mid-Level Producers ($350K-$1M)
For Top Producers
For Senior Consultants
For Sales and Office Managers
Skill Sets
Representative Courses
Special Offer
For Administrative and Sales Assistants
For Bank Platform Personnel

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Managers can make or break an office . . . or a firm. The manager is a key factor in whether Producers make it to the next level of productivity. The leadership they provide, the tips and tools they offer, and the well-placed, encouraging word can make all the difference in the world. Yet, few people are taught to manage! Instead, some Top Producers are "assumed" to have good managerial skills and are promoted to management positions.

More often than not, the skills that helped them become a Top Producer are counterproductive in the role of a manager. This situation can be remedied with training. For example, we believe that sound management principles can be taught. The courses at The Progress Center help define the manager's role and its challenges.

Whether a person is a new sales manager or an experienced office/resident manager, the information and techniques offered in these courses will help them propel their offices to increased productivity and efficiency.

The topics cover in this program lead new and experienced managers through the "people skills" required to effectively lead and manage an office of sales personnel. These topics make the difference for managers who are trying to make a difference for their financial professional staff members.

Skill Sets for Sales and Office Managers

1. Communication Strategies and Skills.
Styles of Communication
Advanced Communications
Leadership Characteristics
Goal Setting

2. Office/Business Development.
Systematizing the Office
Division of Labor
Public Relations Savvy and Marketing
Coaching
Office Culture
The PROGRESS Model for Business Development

3. Professional Knowledge
Interviewing Skills
Compliance
Conducting Branch Training
Product Knowledge From Any of the Other Groups

4. Maintaining Motivation
Recognizing Stress in Others
Setting Performance Standards
Motivational Issues

Representative Courses for Sales and Office Managers

1.
Communication
Strategies/Skills

Psychological Profiling
Psychological Motivations
Establishing Rapport
Conversational Profiling
2.
Office/Business
Development

Effective Sales Meetings
Conducting Branch Training
Team Development
The PROGRESS Model
Public Relations Savvy
3.
Professional
Knowledge

 
4.
Maintaining
Motivation

Leadership Characteristics
Recognizing Stress
Set Performance Standards

Special Offer

For a limited time, The Progress Center offers a sample introductory module for Sales and Office Managers, entitled Creating A Cohesive, Competitive Culture. This introductory course deals with the challenges of our changing environment, however some challenges become too complex for one person to manage. Thus, a coming-together is needed to create a team effort, to share ideas, and to achieve common goals and objectives. The challenge is to create a competitive, cohesive culture in which of the team members understands his/her responsibility, of when to be a leader, and when to be a team member, accepting advice of others.

For more information about how to obtain this demo, complete our Request for Information form or e-mail the Sales Department of The Progress Center.

41 East 400 North #543
Logan, Utah 84321
  Phone: (435) 753-8848    Fax: (435) 753-8847
  E-mail: Sales@TheProgressCenter.com

(c) 2001 The Progress Center
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