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Canadian bank — investment products sales training

November 23, 2013 by Paul MacMartin

64-topic Selling Priority Products sales training module for a major Canadian bank.

Trains bank branch representatives to sell high-profit investment products one on one by helping them convert expected customer interests and objections into sales.

As lead on a team of 7 technical writers, worked with investment product SMEs to develop 7 of the 19 modules for the bank’s Managed Portfolio Services training program.

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