ProDirect has created a sales consulting practice dedicated to professionals in the financial services industry. We support sales leaders and their teams in Mutual Funds, Managed Accounts, Insurance, Retirement and Philanthropic Management with results producing training and coaching programs that help them get results they can measure.

ProDirect provides sales training and coaching to both sides of the supply chain in third party distribution. Our unique position of working with financial advisors and wholesalers has allowed us to add greater impact to the entire value equation.

SALES TALENT MANAGEMENT™ (STM)

STM is a results-producing process that develops salespeople in financial services in a way that ensures an organization can sustain the execution of its business strategy. STM helps sales executives assess and manage the potential of their sales talent while providing unique training and coaching opportunities to close critical skill gaps. ProDirect works with clients to align their sales process with how their clients buy and supports them with proven training and reinforcement to drive sales from every talent segment of the sales force. STM makes it easier to attract and retain the best sales talent while empowering your sales team to operate as true sources of business value to their clients.

Courses in support of STM are all designed with the same goal in mind…to teach the critical skills necessary to achieve success at every touch point of distribution. Our work supports:

• Sales Managers
• Internal and External Wholesalers
• Sales Desk Managers
• National Account Managers
• Financial Advisors and Planners
• Insurance Salespeople
• Wealth Management Professionals