Selling Opportunities
BY NICK BROWN
Several years ago, while I was working as an outbound call center manager, I was asked to lead a series of sales training workshops as part of a loan officer refresher course. The purpose of the refresher course was to retrain employees on the most important aspects of their roles as loan officers.
Most of this two-day course was focused on topics such as compliance, title processing, loan audits, product knowledge, and so forth; things I considered important but rather routine and, quite honestly, a little boring.
For my part of the training, I wanted to make it meaningful, impactful, and engaging. I wanted the loan officers to walk away feeling empowered with a new understanding of why they should sell to their customers and how to do it effectively. I posed this s...
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