SALE 3700 - Financial Services Sales

Institution:

St Catherine University

Subject:

Description:

This course provides an overview of selling in the financial services industry. It focuses on consumer, relationship selling and provides an overview of selling one-on-one vs. institutional financial services sales. You will explore in-depth how consumers make financial decisions, how to assess variable needs of a diverse clientele, and how to gain commitment and support from others. You will understand the entrepreneurial skills and effective marketing strategies needed to acquire and maintain clients. You will explore emotional competence as a major skill in self-management. You will examine legal compliance issues. You will learn how to integrate technology for contact, time and database management. Prerequisite: SALE 2330. Prerequisite with concurrency: SALE 3330.

Credits:

4.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.stkate.edu

Phone Number:

(651) 690-6000

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Four-one-four plan

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