Progeny Marketing Innovations

Customized Employee Training

Progeny Marketing Innovations is committed to a successful partnership. Because we want you to have the necessary tools for success, we offer the following complimentary training sessions:

Product / Sales Training (2 hours)
Minimum # of participants: 15
Maximum # of participants: N/A

Understanding the features and benefits of your value-added checking program is the key to obtaining sales goals. This session is primarily designed for new account representatives as well as tellers and other branch employees. We at Progeny Marketing Innovations know that product knowledge coupled with practical sales tip applications is critical to your program's success. During this training session we will:
explain each feature detailing how to receive it, how to use it, and the value it provides the member
provide examples of successful usage to reinforce the ease and success of this program
provide an overview of how to present the value-added checking account by emphasizing needs analysis and value-focused selling
examine the importance of effective needs analysis using group discussions and brainstorming to generate specific approaches
evaluate various types of objections, how to handle them, and how to effectively ask for the business

Sales Training (1.5 hours)
Minimum # of participants: 15
Maximum # of participants: 25

Designed for branch employees who have the essential understanding of the program features and benefits and would like a more in-depth look at how to successfully sell the program. This training session will:
demonstrate how to properly greet
examine the importance of effective needs analysis using "hands-on" activities and motivational discussion
identify value-oriented selling, with specific explanation of how to incorporate mention of program features and benefits that is a direct reflection of the prospect
evaluate various types of objections, how to handle them, and how to effectively ask for the business

Mystery Shop / Results Training (1.5 hours)
Minimum # of participants: 15
Maximum # of participants: N/A

Partnered with a mystery shop, this training is designed to address the issues revealed through mystery shopping results. During this training session we will:
emphasize positive results of the shop, including customer service and sales skills
provide constructive suggestions for improvement, including information on how to approach sales opportunities in a more effective manner
re-address necessary information to be covered about the non-financial benefits

Telemarketing / Product Training (2 hours)
Minimum # of participants: 15
Maximum # of participants: N/A

Designed for branch personnel who make outbound calls. This training session will:
explain each feature detailing how to receive it, how to use it, and the value it provides the member
provide creative telephone selling tips
illustrate methods for making "courtesy" follow-up phone calls
demonstrate sample telephone calling techniques

Teller Referral / Product Training (1.5 hours)
Minimum # of participants: 15
Maximum # of participants: N/A
A training program designed for tellers. This training session will:

explain each feature detailing how to receive it, how to use it, and the value it provides
discuss examples of cues mentioned in conversation resulting in sales opportunities
validate the importance of teamwork and the importance of the teller-customer relationship to the financial institution

Tic-Tac-Toe Product Knowledge Training (10 minute review to 1 hour game)
Minimum # of participants: 15
Maximum # of participants: N/A
Benefit-review the fun way! Using the popular game as a basic guide, we will review the value-added checking program by testing the trainee's knowledge of the program features and benefits. This may be used to reinforce or conclude the Product Knowledge Training. This training session includes:

open-ended, true/false, or multiple choice questions
questions answered by an individual or a team effort

Top Performaire Product Knowledge Training (15 minute review to 2 hour game)
Minimum # of participants: 15
Maximum # of participants: N/A
Using the popular game show Who Wants to Be a Millionaire as a guide, review the value-added checking program by testing the trainee's knowledge of the program features and benefits. As "contestants" answer questions and questions arise, the benefits are reviewed. Top Performaire may be used as an end review during training, if time permits, and is most effective when conducted solo in a re-promotion training. This training session includes:

multiple choice questions
questions answered by an individual or a team effort