Who Should Complete Trustworthy Selling?
Who Should Complete Trustworthy Selling?
Who Is Trustworthy Selling For?
Trustworthy Selling is designed exclusively for financial services professionals who want to elevate their sales effectiveness and build lasting client relationships. Whether you’re just starting out or a seasoned advisor, this program meets you where you are in your career journey.
Our Target Audience
New Financial
Professionals
If you’re in your first year in the business, Trustworthy Selling provides a strong foundation with practical tools and proven techniques to help you start building trust and confidence from day one.
Experienced Financial Professionals
For those with 1+ years of experience, the program helps refine your approach, deepen client relationships, and boost productivity through advanced strategies grounded in behavioral economics and buyer psychology.
Multiline Financial Representatives
If you’re transitioning from property and casualty to life and financial services, Trustworthy Selling equips you with the skills to pivot successfully and expand your portfolio.
Sales Associates Supporting Multiline Representatives
Sales associates in a multiline organization can often be an underutilized asset when it comes to strengthening customer engagement and developing new customer opportunities.
Contact Center
Representatives
As leaders of contact center representatives who support sales or sell products directly, you know your teams often receive strong product training, but not always the sales effectiveness training needed to fully convert opportunities.
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Why It Matters
Financial professionals face unique challenges—earning trust, reducing client hesitation, and navigating complex decisions. Trustworthy Selling addresses these head-on by teaching you to:
Understand consumer behavior and emotional drivers.
Adapt your selling style to different personalities.
Engage clients through meaningful conversations.
Build confidence and competence for long-term success.
Sales Associates Supporting Multiline Financial Representatives
Provide added value to your top-producing sales leaders and agencies by investing in the development of their sales associates who support them every day. This focused Trustworthy Selling program delivers practical training in communication, relationship-building, and opportunity development — helping associates strengthen client engagement, support business growth initiatives, and contribute more strategically to the sales process and growth. The curriculum combines LIMRA consumer insights with proven sales practices designed specifically for today’s evolving multi-line sales environment.
What is the offering?
-
Pre-work – Personality Styles Profile (PSP) Assessment – 40 minutes
Curriculum:
-
Understanding and Adapting Your Selling Style – 2 hours
-
Collaborative Discovery (SkillSet Version) – 3 hours
-
Deepening the Client Relationship – 3 hours
Coaching Sessions:
-
Collaborative Discovery – 30 minutes
-
Deepening the Client Relationship – 30 minutes
Delivery Options for Curriculum:
Module of Content
Self-Study
Virtual Delivery
Live/In Person Delivery
Understanding and Adapting Your Selling Style
X
X
X
Collaborative Discovery
X
X
Deepening the Client Relationship
X
X
X
Contact Centers Who Support Sales or Sell
Enhance the value and effectiveness of your contact center by providing representatives with practical skills designed to build trust, improve customer engagement, and support stronger sales conversations. This focused Trustworthy Selling offering combines consumer insights with proven communication and discovery techniques to help associates deliver more personalized, customer-focused interactions. With flexible delivery options including self-study, virtual, and live classroom experiences, organizations can easily integrate the training into existing development programs and operational workflows.
What is the offering?
-
Pre-work – Personality Styles Profile (PSP) Assessment – 40 minutes
Curriculum:
-
Understanding Today’s Consumer – 2 hours
-
Understanding and Adapting Your Selling Style – 2 hours
-
Collaborative Discovery (SkillSet Version) – 3 hours
Coaching Sessions:
-
Collaborative Discovery – 30 minutes
Delivery Options for Curriculum:
Module of Content
Self-Study
Virtual Delivery
Live/In Person Delivery
Understanding Today’s Consumer
X
X
X
Understanding and Adapting Your Selling Style
X
X
X
Collaborative Discovery
X
X