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BGM Home | Products and Services | Boot Camp

Sales Assistant Boot Camp

A word about terminology: At Bill Good Marketing, Inc., Sales Assistant means someone who directly assists a financial advisor in the sales process. Essentially, the Sales Assistant role is to identify interested and qualified clients and prospects for an advisor to talk to every day.

Boot Camp is a skill-oriented course designed to turn a Sales Assistant into a "Deadly Marketing Weapon." The Camp consists of three parts:

  1. If you need assistance bringing a Sales Assistant to your team, we can help in the hiring process before the Boot Camp.

  2. At the Boot Camp, we will train your Sales Assistant how to assist you in the selling process.

  3. After your fully trained Sales Assistant returns to the office s/he will receive 12 weeks of follow up calls to ensure that s/he is on track.

At this point you are probably asking yourself "What exactly will a Sales Assistant learn?" The class stresses both client marketing and prospecting. S/He is going to learn how to ensure that you always have interested and qualified clients and prospects to talk to. S/He will learn how to:

  • Identify "Cherries and Pits"

  • Create effective marketing letters

  • Make 60 dials an hour, and make it worth the time

  • Sound like a professional

  • Get big money to the phone for the Financial Advisor

  • Make sure you stay in contact with all your clients and build high client retention

  • Set up seminars for both clients and prospects

  • Set appointments from seminars and from other marketing efforts

Hopefully this information has helped answer your questions about Boot Camp. Not only does this program sharpen your Sales Assistant's marketing skills but it also develops strength among your team members through defining functions and goals. Remember, one untrained or poorly trained player can take your team down the wrong road.

Boot Camp is available to Gorilla® users and non-Gorilla users alike. Classes fill fast so don't delay. For more information on Boot Camp dates and pricing, please give our boot camp representative a call at (800) 678-1480, or e-mail kirkk@billgood.net.


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