Banking & Insurance Sales Training

Anthony Cole Training Group
Training overview
Corporate / Group Training
Virtual Classroom, On-site

Start dates
United States of America
Inquire for more information

Inquire for more information

Course description

Bank & Insurance Sales Training

The financial industry continues to experience dramatic change as it reconfigures the customer experience with the branch and digital access, fintech platforms, video access and other innovative approaches to better serve clients.

Individuals and companies are looking for seamless integrated “smart” solutions that track and understand their banking, investment and insurance behaviors and relationships.

Your salespeople need to be your most important “smart” solution; ready with a consultative approach to uncover a prospect’s needs and assist individuals and companies in making important financial decisions. That is where we come in!

Who should attend?

Anthony Cole Training Group has an intimate understanding of the banking and insurance industries and deep domain experience delivering customized financial sales training programs that are targeted and specific. After 28 years, we know the business, the language and the challenges in selling.

Training content

Our best-in-class sales-specific analysis provides a roadmap for your customized bank or insurance sales training and development.

  • We work directly with the sales leadership to implement a Sales Managed Environment® framework for coaching and motivating the producer/relationship management team. 
  • Then we engage the salespeople in the sales training, often by line-of-business, so that we can develop specific conversations, often with industry knowledge to optimize prospect and buyer engagement. 
  • Our Retail Skills Program Create Engaging Conversations in the Branch of the Future is laser focused on helping your retail bankers improve relationship building skills. Retail participants learn a 4-step sales process including: 1. Confident Positioning, 2. Assessing Needs. 3. Recommending Solutions, 4. Expanding Relationships.

Why choose ACTG?

28 years of data & experience developing sales people into consistent & predictable producers

4.25 year client retention rate because we grow sales revenue year over year

95% of participants surveyed rate training programs highly effective & effective

About ACTG

Anthony Cole Training Group

We Help Build Sales Organizations. Anthony Cole Training has developed a market-tested sales training approach that drives results because we work closely with business owners or sales executives, their salespeople and managers, to help them develop the language, the skills...

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Contact info

Anthony Cole Training Group

8160 Corporate Park Drive, Suite 100
45242 Cincinnati OH

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Average rating 5

Based on 6 reviews.


Thanks to our sales training program with Anthony Cole Training Group, we are making great progress with our sales efforts, including increasing our loan volume at a 17+% annualized growth trajectory, significantly over our plans.

Sales Leader, Central Valley Community Bank

I’ve done a lot of “sales training”. This is the most honest, informative and practical I have ever participated in.

Director of Corporate Development, Frandsen Financial

We spent many years looking at dozens of sales training programs but just never felt those programs were a good fit for our company and employees.  Then we found Anthony Cole.  They are a perfect fit for Frandsen Bank & Trust because they specifically focus on NOT sounding like a sales person!

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Training reviews
Course rating
Based on 6 reviews.

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