Complimentary sales training

Develop your team's skills with our CPD accredited training programme.

Register your interest

Enhance the performance of your sales team

Securing high quality, affordable training whilst satisfying regulatory principles, particularly around treating customers fairly, is easier said than done. 

This interactive modular programme is based on behavioural psychology to help improve the commercial performance of sales employees, providing them with the confidence and skills to help meet the needs of both new and existing clients.

Training delivered to you and your team

Led by one of our experienced sales trainers, our interactive programme is tailored to the particular needs of you and your sales teams.


Aimed at individuals in client facing roles. Suitable for all levels of experience.


Short modular training, lasting no more than 90 minutes. Including online training ideal for no more than six employees or face-to-face training for between three to 12 employees.



We offer online or face-to-face training to brokers based in the UK and Ireland.

CPD Accreditation

CPD accreditation

Completing all the modules in our complimentary service, including the Financial Awareness module, will contribute to 9.3 hours of CPD accreditation.

Complimentary sales training programme

A training program designed to improve key sales skills used in the sales process.

Broker development programme

Based on broker feedback, this six-stage interactive programme has been designed to improve the effectiveness of sales teams as they move through the selling cycle.

The modules include:

  • Preparing for your meeting/call
  • Building client relationships deep rapport
  • Essential communication skills
  • Establishing your clients needs
  • Handling concerns and doubts
  • Effective closure and sales best practice summary

Broker development programme = 7.3 hours of CPD accreditation.

Financial Awareness module

We offer an additional module to individuals who, as part of their role, is responsible for financial accounting.

The modules include:

  • Close Brothers overview
  • Life of a Finance Director
  • P&L accounts
  • Cashflow statements
  • Balance sheet
  • Skills in action 
  • Payment options

Financial Awareness module = 2 hours of CPD accreditation.

“Very well delivered by both, perfect balance of detail / interaction and enjoyment highly recommend.”

Kane Lutterloch,

Assistant VP, Marsh Corporate



Register your interest

To arrange training for your team, please contact our sales training representatives. Alternatively, you can speak to your Sales Manager who will support you with your enquiry.


Contact our sales training team


What others have said:

We found the training refreshing and inspiring. It was carried out in our own offices over the space of a couple of hours. We learned additional facts about the premium finance market and the training generally refreshed our “soft skill” sets. The tone of the session was light hearted and everyone felt they had gained something from the experience to take back to their role.

Derek Templeton,

Director, d2 Corporate Solutions

Close Brothers Premium Finance have worked closely with us to not only build a long lasting and trusting relationship but to also help us deliver on our business strategy. The sales training they have provided has been invaluable in helping us smash our new business targets across the whole of the Romero Group and helped us progress forwards in our plans to be the number 1 independent insurance broker in the UK.

Michael Craggs,

HR & Business Support Manager, Romero Insurance