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Creating Member LoyaltyTM System of Training

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Sales Leadership Strategies

Sales Leadership Strategies is a comprehensive four-day training program specifically designed to help credit union managers and supervisors transition from an operations focus to a sales management focus. It develops skills in three critical sales management components: sales planning, performance management and coaching in order to:

  • Increase sales and profitability
  • Strengthen member relationships
  • Increase efficiency
  • Maximize performance

This Program is Designed for

  • Branch managers & supervisors
  • Member service/lending supervisors
  • Regional/executive sales managers

Learning Objectives

  • Stregnthen employee-manager relationships through communication
  • Motivate employees to exceed member expectations
  • Focus energy only on the activities that will produce the most results
  • Gain enthusiastic staff support and involvement in reaching sales goals
  • Coach employees to strengthen invdividual sales performance
  • Lead motivational, productive, and sales-focused meetings

Program Content

Sales Management Skills

  • Maintain and Enhance Self-Esteem
  • Focus on Specific Behavior and Outcomes
  • Use Reinforcement Techniques
  • Use Listening Skills
  • Set Goals and Follow-Up Dates

Sales Management Processes

  • Setting Goals and Developing Action Plans
  • Coaching Sales Performance
  • Conducting an Effective Sales Meeting
  • Handling a Performance Problem
  • Assessing Sales Performance

Sales Management Planning

  • Resource Marketplace Assessment
  • Sales Planning Process
  • Guideposts for Sales Planning
  • Analyzing the Competition
  • Sales Plan Development

Training Time

  • 7 modules
  • 10 - 26.5 hours (excluding sales planning pre-work)
  • More than 130 example and exercises


100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.

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