Webinar - Sales prospecting skills - building a quality pipeline

Tuesday, 05 April 2022
1:00 pm – 2:00 pm (UK time)
    • Nick Thomas

This session looks at how we build a pipeline of quality target prospects using an effective referral process, and a best practice prospect contact strategy in the modern virtual and hybrid world

LEARNING OUTCOMES

By the end of the session, participants will be able to:

  • Understand the importance of creating and understanding an accurate Ideal Client Profile both for sales outcomes, client retention and profitability.
  • Understand how to build a pipeline of high quality, realistic opportunities
  • Explore how we need to adjust in the virtual and developing hybrid worlds of sales.

SPEAKER BIO:

Nick offers a unique combination of skills in the UK insurance training sector – an industry sales specialist and a professional coach and trainer.
Nick is an Economics graduate with over 25 years corporate insurance broking experience
He was a highly successful sales producer in the UK broking market before progressing into regional and then national sales leadership roles. As National Development Director at HSBC, Nick was one of only 40 people from a global workforce of 265,000 selected as part of the STARS programme to recognise exceptional performance. He is a highly trained consultative sales specialist, and his experience includes a secondment with a major management consultant to design a best practice sales process.
In the mid-2000s, Nick developed a chronic health condition; his journey to recovery fostered a new range of interests, and a passion for health, and performance. He studied widely, qualifying as a Master Practitioner in Neuro-Linguistic Programming (NLP), obtaining a Diploma in Life Coaching, before going on to study Corporate/Business Coaching with The Coaching Academy. Nick is also a qualified Holistic Lifestyle Coach and Advanced Exercise Coach.
In the last two years Nick has worked in a self-employed capacity in training, coaching, and consulting. He works with a specialist adviser in Insurance sector M&A (Mergers & Acquisitions), and through Nick Thomas & Associates.

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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.