Sales Training for Financial Services Companies

With so many reputable options to choose from, it’s more critical than ever for Financial Services companies to stand out among their competition if they want to earn business from their prospects and customers. So how do you make your business, which offers similar products and services to your competitors, feel unique and special? 

Our answer: Hire the right sales team, provide them with expert training and dynamic resources, and your customers will notice.

Why keep spending countless hours, resources, and energy hiring, prospecting, outreaching, and setting meetings, only to fall flat when you’re finally in front of your customers? 

It doesn’t have to be that way. We have solutions to your challenges.

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Build an ideal team

Attracting, screening, and hiring top performers is challenging. In a competitive job market, the Metahire Sale Hiring System helps you quickly identify and hire ideal candidates before your competitor.

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Improve sales skills

The Buyer Facilitator sales training is an easy-to-follow sales process that will differentiate your company from your competitors and improve your close ratio and profit margins.

Exceed revenue goals

Many financial services companies promote from within as their leaders already know the company culture, clientele, pace of the work, and suite of products and services.  Sales Leadership training develops the leadership skills needed to successfully transition into and perform the Sales Manager role.

Building Credibility and Trust is Key for Financial Services Companies

When companies or individuals choose to hire a financial services firm, they are looking for trustworthy, experienced, and credible sources of knowledge to guide and execute on financial strategy. If your financial services company fails to hire advisors who can prospect effectively, build authentic and trusted relationships, and sell your products or services routinely, you’re in trouble. 

Strategic sales hiring is one thing, but providing dynamic sales and leadership training through a pre-planned onboarding process will also dramatically increase the likelihood of hitting quota or making a successful long-term hire.  Avoid high turnover, soaring recruitment costs, and missed profit goals by getting ahead of common business challenges and rising above your competition.

Hiring Challenges

  • Hiring advisors who occasionally prospect or try to upsell new products to existing clients, not salespeople with deep sales backgrounds and experience
  • Determining what type of background or experience they should look for in a salesperson if/when they choose to hire a dedicated sales rep
  • Defining revenue and activity expectations during the onboarding process to ensure a successful, long-term hire.
  • Lacking the skills needed to screen for sales abilities in the hiring process

Sales Challenges

  • Missing internal, in-house sales training content or resources to help develop sales reps
  • Developing strong relationships based on a foundation of trust
  • Skipping the screening process (for the existing team) for sales competency results in missed insights on sales potential and development needs
  • Building a positive perception of sales within the organization
  • Managing a strategic sales process with defined goals and quotas
  • Hunting for new prospects and partnerships, relying too heavily on existing relationships

Leadership Challenges

  • Prioritizing development due to a lack of sales manager roles and training resources
  • Identifying specifically what impact their actions have on sales, resulting in stunted growth and misplaced strategy
  • Growing the business without a thorough understanding of how to scale in an efficient and effective way
  • Lacking a written, milestone centric sales process to close new business and to grow established clients

With Topaz, our clients can make hiring decisions with confidence that their new employees will be trained to lead, communicate, and close deals with sustained long-term success. We equip financial services firms to hire better, and coach and develop the sales skills needed to succeed.  

Across the board, our clients are extremely satisfied with their results. Their sales and profit figures are increasing, they’re hiring better as they create cultures of curiosity and accountability.


Ready to Face Your Challenges?

Build Your Financial Services Sales Machine

Get blended learning, proprietary tools, and live coaching

25+ Hours of Video Training on-demand

One-on-One and Group Zoom Coaching Sessions

Access Sales Tools & Downloadable Resources

Real time Progress Tracking and Reporting

Interactive Sales Challenges and Quizzes

Sales Assessments & Evaluations

Find and hire great employees. Improve your sales performance. Master your leadership skills.
"Despite having developed our business for over 30 plus years, I find each Topaz coaching and training session introduced to us full of new concepts and skills."
Chuck Steege
SFG Wealth Planning Services

Financial Services Clients

When we partner with financial services clients, we address their unique challenges to take the guesswork out of their sales hiring and training. By tailoring our solutions and providing dynamic training, we give our clients time back to focus on their various business challenges and doing what they do best — offering quality financial advice and guidance to their customers.

Beacon Wealth

Financial Planner
Roanoke, VA

For two decades Beacon Wealth has helped hundreds of families around the country gain the clarity they need to plan wisely and make biblically-responsible investing choices.

InTrust Fiduciary Group 

Financial Planner
Austin, TX

The Intrust Fiduciary Group specializes in institutional retirement consulting.

Kemp Harvest Financial Group

Financial Planner
Harleysville, PA

The Kemp Harvest Financial Group specializes in investment strategy, retirement planning, IRA rollovers, and lump sum investments.

SFG Wealth Planning Services

Financial Planner
Doylestown, PA

Senior-level executives of publicly traded companies engage SFG for their financial planning, tax planning, and investments, freeing them to manage their careers and live more fulfilling lives.

Stallion Funding

Investment Services
Austin, TX

Stallion Funding provides creative financing options through hard money loans to real estate investors in Austin, Dallas, Houston, and San Antonio, TX.


Financial Institution
Austin, TX

AffiniPay’s industry-specific online tools for the legal, accounting, and association professionals are helping drive the success of firms and organizations by making it possible to accept payments quickly and securely.

Capital One Bank

Bank Holding Company
McLean, VA

Find the right credit cards; checking or savings accounts; auto loans; and other banking services for you or your business.

Harper and Pearson

Accounting and Consulting Firm
Houston, TX

The experienced professionals at Harper & Pearson provide an array of experience in numerous industries; broker-dealer, construction, employee benefit plans, energy and oilfield services, healthcare, high net worth family groups, manufacturing, non-profit, private equity, real estate, wholesale distribution, and many more.

Three Ways to Learn More

Five Non-Negotiable Sales Hiring Practices

What’s the more important skill to search for in sales candidates – product, service and industry expertise or sales skills? 

Read a Case Study

Through 1:1 coaching sessions, Topaz was able to identify the primary reasons for Beacon Wealth’s low conversion rates and laid out a strategy to move them forward.

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Let's Talk

Topaz Sales Consulting was founded to disrupt the way sales are conducted in the marketplace. We help business owners sell more, hire better, and responsibly lead high-performing sales teams.