Selling Financial Services: Sales Presentation Assignment You are a sales professional working for a financial services company. You have prepared your Pre-Call Report for your boss and have been given the go ahead to meet with your prospect. Assume you are meeting your prospect either at his / her office.YOUR TASKPartner with another student in class (should have been done already), with whom you will perform your sales presentation. As you develop and finalize your presentations, you are encouraged to practice together to ensure you meet the Evaluation Criteria provided to you.FORMAT AND LENGTHBecause the presentations will be scheduled back to back, you are expected to show up 5 minutes prior to your presentation time. You will each have a total of 25 minutes allotted for your presentation which will include set up time. Your sales meeting will be a maximum of 20 minutes in length, if you go over, you will be asked to stop by your instructor regardless of where you are in your presentation. So again, practice your sales presentation with your partner!!You are required to include a minimum of 4 and a maximum of 6 slides in your presentation at the sales meeting.You should use a PowerPoint format and submit a paper copy to the instructor before the start of the presentation. You are ALL required to upload a copy of your presentation on SLATE by March 27. You may also supplement your presentation with other props and handouts such as brochures as you see fit.What your instructor will be looking for:? Opening ? Introduction, Opening Statement, Confidence, Smile, Combination of 1-2 Approaches? Needs Analysis ? Active Listening and SPIN Approach must be evident in your presentation.? Presentation Content ? Presented to meet customer needs, provide description of company and product, price/cost, features, and benefits of product and company. Develop your presentation content with social, style of your buyer in mind.? Handling Objections ? Address at least 3 plausible objections ? effectively with proper content and style to your response. Looking for flow between objection and response.? Obtaining Commitment - Remember, securing a sale often requires multiple visits! Therefore, a hint is to not write ?make a sale? as your primary objective! You may think of another plausible objective instead.Use effective method(s) to obtain commitment that meets your sales objective for the meeting.? Conclusion and Next Steps ? Effective wrap-up and summation of follow-up plans and implementation of commitment by seller and buyer.GRADINGAs stated in your course outline, the Sales Presentation is worth 30% of your final gradeYou will treat the sales presentation professionally, so assume your ?role and title? from the minute you walk into the room. Marks will be given for professionalism including flow, timing and business-like vocabulary, grammar, enthusiasm, etc.Please note the SalesPresentation Evaluation Form(available on the Slate) which your instructor will be using to grade you and your partner

Selling Financial Services: Sales Presentation Assignment You are a sales professional working for a financial services company. You have prepared your Pre-Call Report for your boss and have been given the go ahead to meet with your prospect. Assume you are meeting your prospect either at his / her office. YOUR TASK Partner with another student in class (should have been done already), with whom you will perform your sales presentation. As you develop and finalize your presentations, you are encouraged to practice together to ensure you meet the Evaluation Criteria provided to you. FORMAT AND LENGTH Because the presentations will be scheduled back to back, you are expected to show up 5 minutes prior to your presentation time. You will each have a total of 25 minutes allotted for your presentation which will include set up time. Your sales meeting will be a maximum of 20 minutes in length, if you go over, you will be asked to stop by your instructor regardless of where you are in your presentation. So again, practice your sales presentation with your partner!! You are required to include a minimum of 4 and a maximum of 6 slides in your presentation at the sales meeting. You should use a PowerPoint format and submit a paper copy to the instructor before the start of the presentation. You are ALL required to upload a copy of your presentation on SLATE by March 27. You may also supplement your presentation with other props and handouts such as brochures as you see fit. What your instructor will be looking for: Opening - Introduction, Opening Statement, Confidence, Smile, Combination of 1-2 Approaches Needs Analysis - Active Listening and SPIN Approach must be evident in your presentation. Presentation Content - Presented to meet customer needs, provide description of company and product, price/cost, features and benefits of product and company. Develop your presentation content with social style of your buyer in mind. Handling Objections - Address at least 3 plausible objections - effectively with proper content and style to your response. Looking for flow between objection and response. Obtaining Commitment - Remember, securing a sale often requires multiple visits! Therefore, a hint is to not write \"make a sale\" as your primary objective! You may think of another plausible objective instead. Use effective method(s) to obtain commitment that meets your sales objective for the meeting. Conclusion and Next Steps - Effective wrap up and summation of follow up plans and implementation of commitment by seller and buyer. GRADING As stated in your course outline, the Sales Presentation is worth 30% of your final grade You will treat the sales presentation professionally, so assume your 'role and title from the minute you walk into the room. Marks will be given for professionalism including flow, timing and business-like vocabulary, grammar, enthusiasm, etc. Please note the Sales Presentation Evaluation Form (available on the Slate) which your instructor will be using to grade you and your partner