A financial services firm needed expert support to develop their sales organization, particularly in the areas of lead management, sales process optimization, and agent contracts. The challenge involved finding a consultant with hands-on experience in financial sales and the flexibility to adjust intensity based on project needs, starting with a focus on the NRW region.

expertpowerhouse provided a consultant with direct experience in a sales role within the financial services industry. The consultant worked on refining sales strategies, adjusting incentive structures, and enhancing the lead generation process. The consultant also contributed to contract development and provided insights on best practices in sales management for the financial sector.

This project enabled the financial services firm to strengthen their sales organization, implement effective lead and sales strategies, and establish a solid foundation for agent contract management. These improvements positioned the organization to achieve sustained growth and operational efficiency.