Using Employee Engagement to Meet Sales Targets: Financial Services

Employee-Engagement-Financial-Services

Identifying engagement drivers and a targeted action plan at a Financial Services Firm

Client Case Study

Employee Engagement Financial Services

Situation

Financial advisors in the service centers of a leading financial services organization were not meeting product promotion goals.

Complications

Financial pressure was mounting to improve performance while key employees were leaving the firm.  Sales reps were being complacent, lacking fulfillment, and not working to their full potential.

Approach

  1. Designed and implemented an engagement survey to employees and managers to identify the key reasons for missing sales targets

  2. As a result of employee engagement survey data, key skill deficiencies and employee motivation issues were identified in the sales branches

  3. Developed a customized learning intervention for advisors

  4. Trained supervisors and managers on how to effectively coach and motivate advisors to achieve sales goals.

Employee Engagement Financial Services Results

  • $250,000 in incremental profit

  • Met Targets: The next new product promotion implemented after the intervention achieved sales targets

Related Information

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I recommend them to any sales force looking to drive profitable revenue and beat the competition.

Carl Dickenson
Director of Sales

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Manager

Seagate

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PHR, Manager - L & D

We turned to LSA Global to help us take our executive selling and solution selling skills to the next level.

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Director of Sales-Enterprise Accounts

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SVP, Sales North America

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SVP Worldwide Sales

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Director of Merchandising

We selected LSA over a handful of other experts to assist with a key sales leadership imperative. LSA added value every step of the way throughout the entire engagement. Their customized approach to sales presentation training exceeded expectations, and we are excited about global implementation across our offices in more than 100 countries.

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Eric Mugele
Executive Director Global Learning

Grant Thornton

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