Sales Presentation Instructions

Use the appropriate planning tools and information to build your Sales Presentation script.

Instructions

Sales Presentation Objective:

• Sell a financial services product or plan to your client

Your job for the Sales Presentation is:

• Create a plan for the presentation this is a follow-up meeting with the client

1. Youll need to hand in:

• Your plan including outline and elements of presentation mix
• A FAB Worksheet for the product(s)
• An outline of the objections you expect and what you might say to overcome them

Client Selection:

• Choose from one of the following 3 clients

1. Female, late 20s, single, works as a software developer in the mobile communications industry, is looking to purchase first home