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Bank Training Fixed Annuity Training

PSLI Training is not a big stuffy thick book distributed to the Bank Tellers, CSRs and Managers to read before they apply the techniques that are embedded somewhere in the book!



Paula Leppert:

Paula has held a variety of positions ranging from a Part Time Drive-In Teller to Vice President and Manager of Annuity Wholesaling inside of banks for 23 plus years. She has been a student of many referral training packages and knows the challenges you have at your bank in delivering the training. She knows what works and what doesn't. Paula's experience will give your bank the edge it needs to be competitive!

PSLI has a series of:

  • 15 minute easy to read, easy to learn, easy to apply techniques in sales training and referral modules.

  • These modules are created so your Bank Associates will respond to them in a positive manner and will APPLY what they have learned IMMEDIATELY.

  • The training gets to the point in a quick, fun, creative and innovative approach without spending "forever in a boring, long meeting".

  • The trainings have catchy titles, so your Associates will want to find out more.

  • Each training module has a sales idea, a sales tool, and an accountability tool.

From Large Regional Banks to Community Banks, Paula has trained in 14 Banking Institutions to date.

PSLI focuses on the Tellers, Customer Service Representatives and Managers of the branches and provides the tools to motivate the Bank Associates to want to help their Customers improve their current financial situation.

PSLI teaches your Associates how to provide Financial Solutions to your bank Customers. The Tellers, CSRs and bank Managers will be able to implement what they have learned immediately and apply it Customer after Customer. In turn your Customer base will improve by INCREASING bank relationships, which will lead to more Revenue Opportunities for your bank.

If you would like to see the Bank Training modules click here.

If you would like to learn more about Fixed Annuity Training click here.

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