Pat Sherlock Pat Sherlock 1-800-872-0222
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Don't wait to correct sales performance problems
Don't wait to correct sales performance problems

We Improve Banking Sales Performance

Today’s sales professionals must be able to identify qualified buyers, create demand, get commitment, handle fulfillment and close a transaction — all while providing exemplary service every step in the sales process. Failure in any part of the sales process results in individual under-performance and team ineffectiveness.

To succeed in the highly competitive banking arena, companies must select above-average sales talent, measure the most critical activities which translate into sales success and provide best practices sales training and development to their sales personnel. QFS is a 20-year leader in transforming financial sales organizations from underperformers to winners by delivering what works in the sales trenches.

Our clients’ success is our best testimonial. Forty percent of the top-rated firms in J.D.Power's 2011 Origination Satisfaction Study are clients.

We can improve your sales results by helping you:

People

Presentation

Process

Pre-Hiring and Coaching Sales Assessment Products

Our products are validated, predictive and customized to sales positions in the financial services industry. We help companies improve their sales results by identifying candidates with the natural sales talent to succeed at consultative selling.

A 16-month longitudinal study found that no amount of knowledge, training, time or experience will enable an individual without sales talent to perform at the same level as someone with sales success character traits. Once the right sales candidates are selected, our tools can be used to improve and coach employees to even higher sales performance. Learn more

Training

Our sales and management training reinforces critical information needed to improve sales results and provides turnkey solutions customized to meet your needs. Management training topics address hard-hitting challenges such as hiring superior originators and how to get more production from your sales team.

Sales training topics range from prospecting/pre-qualifying to closing. Employees are tested on sales knowledge and provided with custom online training that targets specific areas that need improvement.Learn more

Consulting

Our consulting services are offered on-site to a wide range of financial companies including banks, real estate firms, insurance companies, broker dealers and mortgage companies throughout the country. We specialize in turning under-performing sales teams into high achievers. We employ a systematic best practices approach based on our proprietary research in the financial industry. Learn more

How Does Your Sales Performance Stack Up Against Our Clients?

Here are the stats on our clients' sales results compared to their peers. How do you rate?

Successful Client Results

News

• Register today for Pat's upcoming session on "Best Practices in Loan Officer Recruiting and Sales Training" at the 2012 Regional Conference of MBAs in Atlantic City, N.J. on March 15, 2012. Get the details here.

• Did you miss Pat's session at the National MBA Conference on the Best Practices in Sales Training and Retention of Top Producers? View the key presentation points (PDF) here.

• With Mortgage Sales Playbook on the Go, our newest product, you can access state-of-the-art sales training on your mobile phone. Contact sales@qfsconsulting.com.

• Pat's latest article, "Walking the Walk: Three Keys to Sales Success in Origination," appears in the May 2011 issue of MBA magazine. View a copy here (PDF)

• J.D. Power ranked three of our clients in the Top 6 in customer satisfaction in 2011. Read More

• Listen to Pat discuss how to improve the sales performance of current Los from this webinar.


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Testimonials

"The assessment has saved us a lot of money by weeding out people who interviewed well but didn't fit the job. We're also not wasting time training individuals who are never going to work out. The test has really been a safety net for us." — Brian Leavitt, Branch Manager, Arbor

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