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Introduction to Trade Finance Sales

This course provides a general overview of the practices and processes necessary to be an effective and productive trade finance sales person.


Upon completion, you will have a basic understanding of the key steps to identify, select and prioritize customers and sales opportunities within an assigned sales territory and how to prepare for and conduct a successful sales call.

Additionally, you will learn to deal with the particular complexities of selling and delivering trade finance and the importance of aligning internal sales partners and stakeholders to the customer opportunity and managing a deal team.

Most importantly, a case study will go over how a disciplined and structured sales process leads to optimal results. Click here to find out more.

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