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 Testimonials    Allianz Personal 
 
Client Project for Allianz Personal Lines Division

Initial brief for Account Management and Development

  • To move the emphasis from a traditional to a more dynamic and consultative approach to sales.

(Click here to read more about Account Management and Development Overviews/Outlines)

The feedback

What did you find most helpful form the course?
 
 - "Justification of charging fees."
 - "Structured approach to job, prospecting skills, questioning skills and using mind maps."
 - "I found the whole course of great benefit but in particular questioning style and words to use to promote the client to think rather than me suggesting what he needs."
 - "The mind mapping technique to understand the 'big picture'."
 - "Taking holistic view on business not settling for one aspect."
 - "Refreshing questioning techniques."
 - "There were many parts I found useful – those which I think back about most would be how to work at becoming a trusted advisor, the theory behind consultative vs. traditional selling, the questioning funnel – how to identify what a client needs or wants and how to offer the solutions with."
 
Describe the first steps you will take to put what you have learned to use in your work:
 
 - "A more focused approach to fact finding and gaining commitment."
 - "Change how I deal with things and not just do what I’ve always done before."
 - "Try and profile my client bank and actively seek opportunities within the portfolio."
 - "Review approach to clients and client meetings, to become more effective."
 - "I have already profited by a more studied approach to the needs of customers."
 - "Unlike most other training courses I have been on, I am confident that this one will have a longstanding effect on my development."
 - "Will evaluate existing corporate clients, to sell more products to them, to ensure each client is viable."
 
 
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