Sales Training for Financial Services Professionals

Helping Businesses Win for 15+ Years

As a senior sales or business development professional in financial services, you know that success depends on communicating effectively and building client relationships.

But selling complex financial products and services is challenging, even for experienced professionals.

That’s where Benjamin Ball Associates comes in. We specialise in sales training for financial services professionals, helping you develop the skills and confidence you need to succeed.

450 +
Global Clients
1500 +
Successful Projects
97 %
Client Feedback Score

Here at BBA we deliver results, fast.

Some clients who rely on our training and coaching

A few benefits of our sales training

Identify your clients’ real needs through questioning and listening

Develop powerful questioning techniques to clarify their problems

Explain clearly and compellingly complex products and services

Improve body language, speed and impact of your delivery

Overcome nerves and build confidence

Master the art of closing the deal

When you need expert support

Our training programmes are tailored to your specific needs and goals, whether you’re preparing for an upcoming fund launch, refining an existing pitch, or building world-class sales skills.

  • Financial services specialists
  • Tailored training programmes
  • Guaranteed success
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Best for Financial Presentation Training

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Best for Investor Presentation Coaching

When you need fast results

Our sales training programmes are designed to help you achieve fast results. We’ll work with you to develop a personalised training plan that focuses on the areas where you need the most improvement. And because our training is delivered in a small group or one-on-one setting, you’ll get the attention and support from our experienced coaches that you need to succeed.

  • Individual attention and support
  • Reputation for delivering award-winning results.
  • Personalised training plan

CEO, Blast! Films

“Our investment in the coaching has paid for itself many times over.”

Ed Coulthard

How we support your sales efforts

Ready to take your sales skills to the next level? Contact Benjamin Ball Associates today to learn more about our sales training programmes for financial services professionals.

  • Financial services specialists
  • 15+ Years experience
  • Extensive role-play coaching

Call to discuss your sales training needs

FAQs for Sales Coaching

1. We have over 15 years of experience helping financial services professionals to pitch, raise funds, and launch products more effectively.

2. Our training programmes are highly flexible and tailored to your specific needs and goals.

3. We offer a variety of training delivery options, including small groups, one-on-one coaching, and online training.

4. Our coaches are experienced professionals with a deep understanding of the financial services industry – private equity, venture capital, real estate, equities, fixed income and derivatives.

Contact us today to learn more about our sales training programmes for financial services professionals.

Our experts can help you understand how to use verbal and non-verbal communication, and practise with you to prepare for your next sales meeting. You’ll get fast and effective results.

Transforming your sales skills using our expert coaching and guidance will help you to sell more confidently and effectively.

Building confidence is a key component of successful selling. We’ll show you confidence-building techniques during the session to improve your poise and self-assurance in sales situations.

We work closely with our clients to tailor our sales training courses and methodology to respond to different real-life scenarios. Small improvements you make have a big impact on the final result.

We’ll show you how to connect with your audience. Our executive coaches each have 20+ years of experience. They have the skills and techniques to enhance your sales capabilities and get the best outcomes for you and your business.

The results gained from sales skills training can be immediate. We’ll show you the tricks of the trade as well as ways to prepare and practise.

Practice, practice, and more practice will raise your confidence when talking to prospects. You’ll learn how to turn a dull sales pitch into an exciting and compelling proposition.

We work with companies and individuals that want to make their selling effort more successful. We specialise in financial, investor, and corporate communications and support senior executives and management teams across our global customer base.

We coach skills that help you create winning investor pitches, successful fund raises and strong product launches. Our expert team has worked with a wide range of financial services companies. More details about our successful partnerships and public speaking coaching services can be viewed on our Case Studies page, and feedback from business leaders and executives who have benefited from our training can be seen on the Client Feedback page.

See our pitch coaching results

Get a free consultation about about improving your pitches

“I have attended several presentation skills trainings … this was the best by quite some way.”
NF, Bureau van Dijk

+44 20 7018 0922