Sales Management

Great sales managers boost sales productivity, create personal accountability and reduce costly turnover. Regardless of how much the bank invests in sales training, it is wasted unless a routine-based sales management process is installed. Best-of-breed sales leaders drive performance by creating a collaborative and engaging environment. They also help their teams move along a directionally correct path. The competencies practiced in Sales Management focus on practical and tactical skills and utilizing their tools to keep colleagues focused on team and overall bank objectives while placing the client in the center of their thoughts and actions.


  • Executive Management, Regional or District Sales Managers, Commercial Team Leads, Branch Managers, and others that lead sales teams

Time frame:

  • Two-day module


  • None

Tools and Job Aids:

  • 90-Day Action Plan Template
  • Results Coaching Guide
  • Check-In Guide
  • Check-In Question Template
  • Skill Builder Guides and Sample Meeting Agendas
  • Pipeline and Huddle Meeting Guides
  • Skills Coaching Guide
  • Discovery Call Observation Guide
  • Retail Conversation Observation Guide

Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Call for my weekly sales thought:
Jack Hubbard
Chief Experience Officer

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