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Financial Services PERFORMANCE IMPROVEMENT

Performance Development Group (PDG) offers effective Financial Services training and coaching designed specifically for automotive retail Sales Consultants, Financial Services and Sales Managers.

It’s customized to your specific needs rather than being pre-packaged, off-the-shelf. There is no additional charge for this.

 

   
 

The distinguishing characteristics of PDG Financial Services Performance Improvement: simplified models, actionable skills with lots of practice, job aids, experiential learning and coaching after training (email, telephone or in-person). It’s not what people know but what they can do that counts – we make sure they can do it!

Length: Each unit below is 3 hours. Two can be combined to create full training days. Or they can be run two times in one day to accommodate your work situation. “*” indicates session may take longer with newer or less skilled Sales Consultants/Managers.

NOTE: F100 workshops are added as needed to meet current business challenges:

 
     
 
FEATURED
 
         
 
F100a Financial Services in a Tough Market
Working with the sales team to manage customer expectations in Finance
  Tips, “best practices” and innovative solutions
Improving vendor relationships
Taking effective action to implement needed changes
  “To Do” list from the workshop (w/ optional follow-up phone coaching)
   

 

     
         
 
FINANCIAL SERVICEs PERFORMANCE IMPROVEMENT
 
         
 
F101 Effective Leasing*
Terminology
Benefits
How the numbers work
Presenting the Lease, with skills practice
   

 


F102 Leasing II*
Leasing as a payment alternative
Leasing programs and how they work
Handling concerns and objections, with skills  practice
   

 



 
F103 Effective Financial Services Meetings for the Sales Department
How to create and deliver effective meetings for
Role of the Finance Services Department
Value of the products
Value to dealer assisted Financing and Leasing
Managing customer wait time
   

 


F104 Finance Manager Introductory Course
This is a three-day course designed for new Financial Services Managers
Role of the Financial Services Manager
Defining a Finance process
Understanding and presenting the products
Handling concerns/objections