How to do a good job in financial sales? How to do a good job in financial sales? What should I pay attention to when doing telemarketing in the financial industry? How can I do it well? Urgent! ! How to do a good job in financial related comments: If you want to do a good job in telemarketing, of course, you should make more calls to win by quantity. After all, the financial industry has been discredited by many shell companies, and everyone is very wary of telemarketing, so if you start from the beginning, you are likely to encounter setbacks. Be mentally prepared. Before calling, you must be quite familiar with your products and company, and calling will give customers a professional feeling. Customers' questions will not keep me from getting answers. Secondly, I will constantly accumulate experience on the phone, sum up the reasons for failure, and constantly improve my language ability. Finally, I want to say that if you really like doing this business, you must stick to it, because you may not find a strange customer in the first few months unless you or your friends invest. Good luck! How to be a good financial loan salesman How to make a good financial comment: It's not that I don't have the patience and time, nor that I don't want to answer your question; In fact, sales is a seemingly simple but profound knowledge; Sales for a person's knowledge requirements are comprehensive, and the ability requirements are comprehensive! Many people will think that extroverts are suitable for sales, and sales is to be eloquent, dead and straight! This statement is to look at the sky from the bottom of the well and think that the sky is as big as the wellhead! Frogs barking day and night will only annoy people, and even attract snakes and lead to extinction; A cock crows in the morning and can wake up many people! Sales staff is a huge group, and the real elite is only 1% at most! For those who have never done sales business or have just come into contact with sales business, the understanding of sales is like a blind man touching an elephant. If we think that elephants are things we have touched, how can we become good financial brokers? 1. Professional image. A good professional image of brokers is the first. Although we don't advocate judging people by their appearances, a good mental outlook and behavior image can really give people a good start. The agent's dress and his neat appearance can bring a kind of perceptual information to customers. Like all industries, the author believes that the customer service broker in the futures industry is also a warm and cheerful personality, but also a service-oriented talent with good expression and communication skills. This communication includes not only oral and written communication, but also non-verbal communication, such as body. And its characteristic is probably more stable and introverted than other industries. Futures is a high-risk and high-return field, and financial futures has a wide range of practical significance and speculative market. Therefore, a good financial futures broker, in addition to the above professional image, should also take "risk disclosure" as a part of the image, and always remind the people you serve, including the handling of various possible situations by relevant laws and regulations. We can't blindly exaggerate the huge profits in the futures market. Second, professionalism. A good broker must have excellent futures knowledge and relevant trading experience. If the brokers of commodity futures pay more attention to the relevant knowledge of physical objects, such as mining, processing, logistics and allocation, then the brokers of financial futures will face more professional varieties and need different information. As an excellent broker, the author thinks that besides sorting out the relevant achievements of the research department and actively providing them to customers, it is best to have its own main direction. Only in this way can we reflect the differences and characteristics in practical problems for customers. Brokers can concentrate on learning all the knowledge of a market segment according to their actual situation and hobbies (the so-called "digging a well is better than opening a lake" is the truth), and form working groups with corresponding analysts and researchers, which is not only conducive to building personal brands, but also can improve work efficiency. The most important thing is to provide better and more personalized services to customers and indirectly create more tangible profits for the company. Finance is a big category, covering banking, insurance, securities, futures, trust and other fields, with strong professionalism. To do a good job in customer service of financial futures, we must study and specialize in many related courses including statistics, logistics, accounting, mathematics and value engineering. At the same time, we must be familiar with and understand the major financial markets in China and even the world. Of course, from this paragraph, some people may be surprised that the views mentioned in the previous paragraph of this article have been refuted, so what I want to explain here is the word "one expert and many abilities". Only in this way can our brokers be well informed and conduct special research on different problems raised by different customers. 3. Treat people and things. What we mean here is not the simple reception or communication we usually refer to, but the different service methods that our brokers must adopt when facing different types of customers. Simply put, it is necessary to do customer segmentation first. Our customers can be roughly divided into two categories: individual customers and institutional customers. For individual customers, we should do a good job in risk education, help them make rational investments, avoid blind high returns, try to avoid major losses, and obtain relatively stable returns with limited risks. For clients of professional investment institutions, such as fund companies, banks, insurance companies, etc., from the perspective of investment and financial management, we can try our best to do a good job in the relationship between the public and the public, improve the research level, design investment plans that match the risks, and adopt various trading methods such as portfolio investment, speculation and arbitrage to help them obtain stable and long-term investment returns and reduce investment risks.