GGA-Financial Services Manager Playbook - Section 2

Self Study

  • 19

    Sections

Overview

Financial Services Manager Playbook - Section 2
In this Playbook, you will discover realistic up-to-date processes and procedures
designed to create an upbeat and more comfortable Customer Financial Services
experience.

The techniques included in this playbook are as follows:

Section 1:
Conversion Techniques: This section focuses on essential FS principles and
practices required to succeed in today’s “social media” environment. Special emphasis
is placed on monitoring and maximizing the opportunities with each type of deal
whether done on the internet, over the phone, or on-site.

Section 2:
FS Process and Menu/Option Disclosure Techniques: This section focuses on key
areas that make for a streamlined FS menu/option disclosure presentation. An
approach that delivers a more efficient presentation intended to improve customer
adherence thereby increasing customer satisfaction, product sales, and profits.

Section 3:
Getting the Business Techniques: This section focuses on the “how” to get
customers engaged after the menu/option disclosure presentation. With an emphasis on
a non-confrontational process that gets more customers saying, “yes I’ll take it”.

Section 4:
After-Sale Techniques: This section focuses on customer follow-up when a sale is
not made at the time of delivery. It also provides ways to generate increased product sales
and additional income through un-tap resources such as your service department.