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Citifinancial

Services Provided:
Leadership, Influence, Negotiation, and Sales

Training Medium:
Classroom, corporate retreat and on-line coaching and follow-through.

Description of work:

Designed and conducted a one-year training program, "Making the Coaching Connection" for Citifinancial. The goals of the program were to increase sales by improving Regional and District Sales Managers' ability to set goals, provide feedback, listen, build relationships, motivate, coach and develop the Citifinancial Branch Employees. A web-based follow-through management system (Friday5s®) was used to increase the impact of the program by keeping Regional Managers focused and collectively working towards key business objectives, while the VP of Sales, District Managers and ISI all utilized (MondayManager®); an adjunct management tool to (Friday5s®) to track and coach the participants on-line.

Client Testimonial:

“{Kevin} impressed me a great deal by really learning our business; I was confident that his advice and training applied to us. Your passion for your work and your commitment to delivering value exceeded my expectations.”

-Jim Poe, Executive Vice President, Sales Division, Citifinancial


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