Virtual Sales Training

Virtual Sales Training
9:00 a.m. - 12:00 p.m. EST

Presented by:

Sponsored by:



Are you looking to improve your sales skills and increase your success rate? Our Virtual Sales Training Webinar is designed to help you master the art of selling by giving you the tools needed to succeed in a sales environment. At this webinar, you will receive a comprehensive understanding of the sales process and leave with an understanding of how to effectively communicate with clients in a less scripted way to ensure you are finding the best solutions for them.

During this webinar, we will discuss the concept of Needs Based Selling and how to utilize this method of consultative sales through real world examples.

We will also discuss the Two Rules of Sales, which focus on serving members instead of just achieving goals. You will learn about the Tripod method and why it is essential in sales and service.


9:00 am - 9:30 am: What is Sales? - Breaking down what it means to sell a client something and understand that proper sales is not convincing someone to do anything, but finding the unique solution that best serves the needs of the client, not the company.

9:30 am - 10:00 am: Service Training 101 - Going into the listening stage and observation phase of a client meeting. Reviewing credit reports, invoices, to find a solution that not only cuts cost, but saves in operational efficiency.

10:00 am - 10:30 am: Needs Based Selling - Now that we have listened to the problem, we formulate the solution that makes and saves the client money.

10:30 am - 11:00 am: Role Play Scenario

11:00 am - 11:15 am: Break

11:15 am - 11:45 am: The Two Rules & Tripod - Testing the hypothesis. Is the solution good for you, good for the client, and good for the company.

11:45 am - 12:00 pm: Questions


Jonathan Wright
Director, Sales and Consultative Services
LEVERAGE Payment Solutions

Former Sergeant USMC, going into sales after my service starting in late 90’s. Primary focus in Financial sector since early 2000’s. Starting retail Banking as a teller, personal banker, branch manager of a bank and credit union, to VP of Sales for local community bank. Moving to account management in card and network processing for last 12 years.

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