MKT3509 AI Enabled Selling for Client facing Financial Professionals
2 Advanced Elective Credits
The most successful financial sales professionals don't just sell products; they lead with insight and build partnerships. This course equips you to excel in the modern era of human-led selling and AI-driven enablement. You will build a foundation in Human led selling and learn to leverage AI sales enablement tools to optimize the entire lifecycle—from prospecting and AI-assisted client engagement to sophisticated cross-selling and automated retention strategies.
Designed to cover the financial services ecosystem and AI enabled selling, this course provides real world perspectives with intensive practice. Through lectures, group exercises and role plays, you will refine your skills in persuasion, active listening, and ethical influence. You will emerge with the modern seller mindset: the ability to use AI technology to remove friction from the sales process while doubling down on the ethical, human approach to sales.
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LinkedIn- Faculty LinkedIn
Prerequisites: MKT2000