2-day Sales Intensive


Online Event

2-day Online Intensive Workshop

SKU: 2day-ccp Category:


Credit Union Sales Intensive


Credit unions are retail sales organizations. As such, they must compete for their member’s business. The best way to compete is to have a sales-enabled approach to member services.
This is defined as a way of connecting with members, engaging them in meaningful conversations to align solutions to their financial needs, wants, and dreams, and then capture the opportunity.
Credit unions must have employees who know how to sell in a way that adds value to the member. This Credit Union Sales Intensive program will empower front line employees.

The experience


This Credit Union Sales Intensive is offered online.


The workshops provide an environment for increased learning retention and will be divided into three full days of sales training content. Credit Unions can choose to send employees to two days or all three days depending on their role.

Day One: Sales Foundation


On day one we will learn the foundational principles of selling to credit union members and the credit union philosophy. We will build clarity on the essential elements of a successful and consistent sales approach. This includes the sales mindset, processes, and skills necessary for selling in a natural and member-centric way.

Learning objectives:


  • Identify member needs and how to have a conversation;
  • Uncover needs and motivations by asking questions;
  • Align products and service to meet member needs; and
  • Gain proper and effective commitments.

Day Two: Advanced Sales Skills


On day two, attendees will learn what it takes to sell the full product line and craft primary financial relationships with their members. Attendees will also discover how to use foundational sales principles and how to apply them to advanced sales opportunities.

Learning objectives:


Manage sales objections;
Effectively interviewing members;
Selling ancillary products and services such as guaranteed asset protection (GAP), extended warranty, and payment protection; and
Loan recapture.  

Schedule – Central Time 


10:00 a.m. – 12:00 p.m. Session with a 10-minute break 
12:00 p.m. – 1:00 p.m. Lunch break 
1:00 p.m. – 3:00 p.m. Session with a 10-minute break


2-day Intensive Workshop

Regular Price: $699.00 | Early Bird Price: $599*

Current Client Price: $400