Skip to content

Relationship Selling for Banking and Insurance

Selling financial products across Africa depends on trust, because customers commit money over long periods and often distrust hard selling. This programme equips banking, insurance and financial services staff to build long term client relationships, uncover real financial needs, recommend suitable products responsibly and grow client value through cross selling done with integrity.

What you will be able to do

  • Build client trust as the foundation of financial services selling.
  • Conduct needs based conversations that uncover real financial goals.
  • Match products responsibly to client circumstances and needs.
  • Explain financial products in plain, honest language.
  • Grow client value through appropriate cross selling and referrals.
  • Handle objections and manage clients through long decision cycles.

Course outline

  1. 01Trust as the foundation of financial selling
  2. 02Needs based financial conversations
  3. 03Understanding client goals and life stages
  4. 04Matching products responsibly to needs
  5. 05Explaining products in plain language
  6. 06Cross selling and referrals with integrity
  7. 07Handling objections and long decision cycles
  8. 08Building lasting client relationships

Who should attend

Relationship managers, bancassurance and insurance sales staff, financial advisers and branch consultants who sell banking, insurance and investment products.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 19 Aug 2026Mauritius3US$1,500
24 to 26 Aug 2026Dubai3US$1,500
31 Aug to 2 Sep 2026Lagos3US$1,500
7 to 9 Sep 2026Harare3US$1,500
14 to 16 Sep 2026Kampala3US$1,500
21 to 23 Sep 2026Dar es Salaam3US$1,500
28 to 30 Sep 2026Pretoria3R13,000
5 to 7 Oct 2026Cape Town3R13,000
19 to 21 Oct 2026Online3US$900
26 to 28 Oct 2026Mozambique3US$1,500
2 to 4 Nov 2026Cairo3US$1,500
9 to 11 Nov 2026Accra3US$1,500
16 to 18 Nov 2026Lusaka3US$1,500
23 to 25 Nov 2026Kigali3US$1,500
30 Nov to 2 Dec 2026Nairobi3US$1,500
7 to 9 Dec 2026Durban3R13,000
14 to 16 Dec 2026Johannesburg3R13,000

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

Related courses in Sales, Marketing and Customer Service

Sales, Marketing and Customer Service

Consultative Selling and Key Account Growth

Move your sales team beyond product pitching into structured, needs led conversations that uncover real business problems. This programme...

Next session
31 Aug to 4 Sep 2026
Venue
Nairobi
5 day programme
FromUS$900
Sales, Marketing and Customer Service

Customer Experience and Service Recovery Excellence

Customers judge an organisation most harshly at the moment something goes wrong. Teams learn to design service journeys that hold up under...

Next session
31 Aug to 4 Sep 2026
Venue
Accra
5 day programme
FromUS$900
Sales, Marketing and Customer ServiceNew

Digital Marketing and WhatsApp Led Customer Engagement

Most South African customers meet a brand on a phone, on a data budget, and increasingly inside a messaging app. Marketing teams work on...

Next session
31 Aug to 2 Sep 2026
Venue
Online
3 day programme
FromUS$900
See all Sales, Marketing and Customer Service courses