Sales Techniques Training Programme
Building genuine client relationships through practical finance sales methods. Our Australian-based programme runs across six months, starting September 2025, and focuses on real-world scenarios you'll actually encounter.
What You'll Actually Learn
We've worked with dozens of finance professionals across Australia, and one thing's clear: textbook theory doesn't prepare you for actual client conversations. This programme is built around situations that happen every week in real offices.
You'll spend time understanding client psychology, managing objections without being pushy, and building trust that leads to referrals. We also cover compliance properly because that matters in Australian finance.
- Client conversation frameworks for different personality types
- Handling price discussions without defensive reactions
- Building referral relationships that feel natural
- Compliance requirements specific to Australian markets
Who's Teaching This
Our instructors come from active finance careers. They're not just teachers—they still work with clients and understand current market conditions.
Brendan Kirkwood
Senior Sales Consultant
Spent fourteen years in retail finance across Sydney and Melbourne. Brendan focuses on relationship building and has trained over sixty professionals in consultative selling approaches.
Eloise Tanaka
Client Strategy Lead
Works with high-net-worth clients throughout New South Wales. Eloise specializes in complex financial conversations and teaches objection handling with practical examples from her own client work.
Sienna Rutherford
Compliance & Ethics Advisor
Previously worked with ASIC and now consults on regulatory compliance for finance firms. Sienna ensures our training meets all Australian standards while staying practical and applicable.
Our Teaching Method
We don't lecture at you for hours. Each session includes role-playing actual client scenarios, reviewing recorded sales calls (with permission), and working through problems you're currently facing in your role.
Group sizes stay small—maximum twelve participants—so everyone gets individual feedback. You'll also receive monthly one-on-one coaching calls to discuss your specific challenges and progress.
The programme runs online, so you can join from anywhere in Australia. Sessions happen Tuesday and Thursday evenings to accommodate working professionals.
Six-Month Programme Structure
We've designed this around how people actually develop sales skills—not how it looks good on paper. Each phase builds on previous work without overwhelming you.
Foundation & Discovery
Months 1-2
Understanding client psychology and building genuine rapport. We cover questioning techniques that uncover real needs, not just surface wants. You'll learn to read body language and verbal cues that indicate trust or hesitation. This phase includes analyzing your current approach and identifying areas for improvement.
Advanced Conversations
Months 3-4
Handling objections, discussing pricing confidently, and navigating complex family financial situations. We use real case studies from Australian markets and practice difficult conversations repeatedly until they feel natural. You'll also learn when to walk away from clients who aren't right for your services.
Referral Systems & Long-Term Growth
Months 5-6
Building systems that generate referrals without aggressive asking. We focus on creating client experiences that naturally lead to recommendations. You'll develop follow-up processes that maintain relationships beyond the initial sale and learn to expand your professional network authentically within Australian finance communities.
Next Intake Begins September 2025
Limited to twelve participants to maintain quality coaching. Registration opens June 2025. If you're interested, reach out so we can discuss whether this programme matches your current career stage and goals.
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