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Consultative Conversations™

A sales training program tailored for credit unions to help change your sales culture and improve member relationships that drive increased revenues and productivity. 

Download Program Overview

The Credit Union landscape has changed significantly over the past decade.  

As a result, how you engage with your members is different, and you must adapt to meet the changing member experience.

We work with Credit Unions to help them:

  • Optimize every member interaction
  • Create a member-centric sales culture, even if the team views selling negatively
  • Improve cross-selling
  • Implement consistent coaching by managers

Here at the Sales Readiness Group, we work with credit unions to offer the best sales training and coaching for your team.  

Our programs have been optimized for the unique challenges of credit unions and will provide your team with improved confidence, relationship-building skills, and consultative selling skills.  

Hear Our Clients Talk About Their Experience Working with SRG.

"We were about 30% to goals in loans. In the past two months, we hit 80% of goals for loan growth." -People First Credit Union

Jacob Ward Testimonial
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Three of our Credit Union clients shared unsolicited praise for SRG during an expert panel event. Watch now to learn why.

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All Our Sales Training Programs Are Customized

Each organization is unique, with its own culture, processes, and set of abilities and challenges. Our training programs include pre-training consultation and are personalized for your organization with customized case studies, examples, and exercises to better address your unique sales challenges and make the training more relevant to program participants. Our financial services and advisor sales training courses can be delivered as a customized sales training solution for any experience level.


Develop Sustainable Selling Skills

The foundation of our training programs is designed to create sustainable changes in sales behaviors. Our training programs are not single events, but rather part of an overall sales training system that includes assessment, customization, engaging training, and ongoing reinforcement. At Sales Readiness Group, we deliver training programs that produce real behavior change and improve sales results.


Licensing for In-House Training

If you have a large sales organization, an internal training department, or are rapidly growing, our Credit Union Sales Training programs can be licensed and delivered using your own facilitators. Under our flexible, cost-effective license terms, you can customize, repurpose, and deliver the curriculum whenever and as often as you like. Sales Readiness Group also supports your internal trainers with a Train-the-Trainer certification program on how to deliver this program, including how to facilitate our programs virtually.


Leading credit unions trust us to train their teams because they know...

Sales Readiness Group (SRG) is an industry-leading sales training company. We help improve the performance of sales teams by providing customized, skills-based sales training courses that produce sustainable behavior change. That’s why Selling Power Magazine has ranked us in their Top Sales Training Companies list for the past 15 years.

SRG Selling Power - Top Sales Training Companies 2024

Schedule a Consultation

We’ll show you how to turn your team into top performers.

Schedule a friendly, zero-pressure consultation. We promise you’ll grab some actionable insights for improving consultative selling skills across your organization.

We'll contact you within 24 hours (or on the following business day).


Fill the form or call 800-490-0715 to schedule a consultation: