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Manager/Coaching Development Assessment

The best sales managers in financial services work to continually improve their sales management skills. QFS Group’s manager development assessment helps supervisors have a meaningful discussion with managers on their strengths and weaknesses. The report provides an action plan format for the manager to complete.
Our test benefits companies and managers in the following ways:

  • Customized for the financial services industry. This is not a generic development report but one based on a validated analysis of managers in the financial industry.
  • Helps the supervisor manage better. The report provides a detailed analysis on how the manager’s competencies compare against the top managers in financial services.
  • Provides a framework for success. The assessment includes development suggestions customized for the individual manager that encompass goal-setting and a development action plan.

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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

"On a day-to-day basis, the assessment definitely helps us make better hiring decisions. It helps us identify the candidates who will excel in our business. Now, it's an accepted hiring procedure." — Anne Marie Copeland, Regional Manager, Flagstar

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