MKT 3509:AI Enabled Selling for Client facing Financial Professionals
2 advanced elective credits
Today's financial professionals don't just sell products and services—they build trusted relationships and loyalty that create customers for life. They accomplish this by leveraging cutting-edge sales enablement and AI tools to improve the effectiveness of the entire sales cycle, from prospecting to client engagement, overcoming objections, cross-selling, and strengthening client retention and referrals. These professionals operate in different segments of financial industry such as banking, insurance, investment, and brokerage.
This course includes lecture, discussion, and individual and group exercises on sales attitudes and skills including communication, persuasion, and active listening, with opportunities to practice and reinforce your learning with your personal AI tutor. You'll learn how technology is changing client interactions and how you can leverage this to excel at building win-win relationships on solid ethical and moral foundations. Whether you're considering a client-facing career in banking, insurance, payment processing, lending, brokerage, etc., this course will equip you with appropriate attitude and skills to help you thrive.
For more information watch this video.
Prerequisite: MKT 2000