How long is the consultative financial sales course and in what format?

It is 12 hours, usually in three 4-hour sessions or six 2-hour virtual micro-sessions that fit between appointments and month-end closings. It can be live virtual, on-site at your offices or branches, self-paced on the platform, or a combination. The content is the same; what changes is how people practice.

Does it include a DC-3 certificate?

Yes. Every participant who meets the attendance and assessment criteria receives a DC-3 certificate with the data required by Mexico's STPS, and the platform keeps attendance and grade records by branch, region and role for your internal audits and inspections.

Can it be adapted to our products and compliance limits?

Yes. Before starting we review your loan, investment or policy portfolio, your scripts and your placement and persistency indicators. Role-plays use your products and respect what your compliance team allows to be said. The course is not financial advice and does not replace any certification your regulator requires.

What about questions after the sessions?

Geedle Bot, our artificial-intelligence agent, is trained on the course content and recordings. It answers questions at any hour from the platform, WhatsApp or Teams and takes the participant to the exact minute and second of the recording where the instructor explained the topic, so nobody walks into a meeting with a pending doubt.

Soft skills courses

Consultative financial sales course for companies

A consultative selling course for people who offer financial products and insurance: branch advisors, account executives, loan promoters, agents and brokers. We move from reciting the product to diagnosing the client's need, recommending honestly and closing without pressure, with role-plays on your own products, Geedle Bot between sessions and a DC-3 certificate filed with Mexico's STPS.

What is the consultative financial sales course?

It is a 12-hour program that builds consultative selling of financial and insurance products: understanding the client's situation and goals, asking the right questions, recommending the suitable product, explaining terms and risks clearly and closing without pressure. It runs live virtual, on-site or self-paced, includes a DC-3 certificate, and every module ends with practice on your products.

Course sheet

The essentials at a glance.

Duration

12 hours

Formats

Live virtual · On-site · Self-paced

Certificate

DC-3 · STPS

AI agent

Geedle Bot answers questions 24/7 with the exact minute of the recording

What your team will be able to do

Learning objectives observable on the job.

Diagnose before offering
Ask situation, goal and constraint questions that reveal the client's real need.
Recommend honestly
Match product, profile and need, and explain terms, costs and exclusions without jargon.
Handle objections and close
Answer the most common doubts about price, risk and trust and close without pressure.
Take care of the relationship
Follow up after the sale, generate referrals and spot new needs.

Syllabus

Course syllabus

Six modules; each one leaves a deliverable you can apply in your operation.

From selling products to advising people
What sets consultative selling apart from transactional selling and why it matters more in financial services and insurance.
Sales-style self-assessment
Prospecting and first contact
How to prepare the meeting, build trust in the first minutes and agree on the goal of the conversation.
Opening script
Diagnostic interview
Situation, problem, implication and need questions applied to credit, investment and insurance.
Question guide
Recommendation and clear explanation
How to present the right option, its terms and its risks in plain language and with honesty.
Recommendation sheet
Objections, negotiation and closing
Answers to price, risk and distrust objections, closing signals and closing without pressure.
Objection and answer bank
Follow-up, referrals and action plan
Post-sale follow-up routine, how to ask for referrals and a personal 90-day commitment.
90-day plan

Who is this course for?

Branch advisors and executives, loan promoters, business and wealth banking executives, insurance agents and promoters, brokers and the sales teams of sofomes and fintechs. It works equally well in branches, call centers and the field: the content is adapted with your products, your scripts and the limits set by your compliance team.

What changes in the operation after the course?

Diagnostic interviews before offering, recommendations that match the client's need and profile, fewer cancellations and complaints over poorly explained products, higher policy persistency and a relationship that generates referrals. We measure before and after with a learning assessment and, if you want, with recorded role-plays graded with a rubric.

Want this course at your company?

Request the proposal for the consultative financial sales course: three scope options with a closed price in under 24 business hours.

Quote on WhatsApp Request a proposal

Participant asking Geedle Bot on a laptop at night; the agent replies with minute 42:15 of the course recording

Artificial intelligence

An AI agent supports every participant during and after the course

Geedle Bot is trained on the syllabus, materials and recordings of your course. Participants ask in plain language and get an exact answer, not a generic one.

Knows every detail of the course: dates, syllabus, deliverables and certificate criteria
Solves problems in real time, at any hour, from Moodle, WhatsApp, Teams or Slack
Delivers the exact minute and second of the recording where the instructor explained the topic
Reinforces what was covered with summaries and review questions, and escalates to the instructor when needed
Shows HR which topics raise the most questions so the course can be adjusted

Meet Geedle Bot

Which format suits each course?

All of them issue a DC-3 certificate and leave records on the platform; what changes is how people practice and how the calendar is organized.

	Live virtual	On-site at your company	Self-paced on the platform
Ideal for	Teams across several sites or remote	Hands-on practice, team dynamics and brigades	Rotating shifts and large workforces
Interaction	Live instructor, breakout rooms and real cases	Instructor in the room, role-plays and practice with equipment	Microlessons, challenges and automatic assessments
Typical duration	2-to-4-hour sessions on different days	4-to-8-hour days	2 to 4 weeks at your own pace
Records	Attendance, participation and assessment on the platform	Roster, assessment and photo evidence	Progress, grades and time on the platform
Questions between sessions	Geedle Bot 24/7	Geedle Bot 24/7	Geedle Bot 24/7
Certificate	DC-3 with the STPS	DC-3 with the STPS	DC-3 with the STPS

Related courses

Other soft skills by sector courses and the full category.

FAQ

Frequently asked questions about the consultative financial sales course

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Consultative financial sales course for companies

What is the consultative financial sales course?

Course sheet

Duration

Formats

Certificate

AI agent

What your team will be able to do

Diagnose before offering

Recommend honestly

Handle objections and close

Take care of the relationship

Course syllabus

From selling products to advising people

Prospecting and first contact

Diagnostic interview

Recommendation and clear explanation

Objections, negotiation and closing

Follow-up, referrals and action plan