Categories for Financial Services

Enter as many categories as you wish…
Submissions should be approximately 2,000 words per category. We require entries to be submitted via e-mail or on memory stick.

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CHAMPION SALES RECRUITMENT PARTNER
(This category is open to both internal and external recruiters)
  • Explain the business challenges that required you, or your client, to identify a recruitment partner
  • Was an external or internal resource selected – explain the rationale
  • Outline the target’s set and KPI’s
  • Give an overview of the challenges experienced in sourcing the right talent for your business or your client’s business
  • What were the key successes of the recruitment strategy ?
  • If an internal recruitment partner was used – was an induction strategy implemented ? How was this influenced by the recruitment partner ?
  • Why do you believe your recruitment strategy deserves recognition
  • How do you plan on growing the recruitment strategy in 2019 ?
  • Where appropriate, please include testimonials from your client / Manager

CHAMPION SALES ADVISOR/CONSULTANT-FINANCIAL SERVICES
This Award is to recognise the level of skill required to successfully engage in consultative selling of Financial Services based on client individual needs.
Please address the following criteria in your submission;

  • Education and Knowledge of the Advisor
  • KPI’s as set by organisation and how these were exceeded
  • Marketing approach- skills in prospecting, networking & self marketing
  • Business Planning.
  • Organisation and Drive to succeed
  • Robustness of advice processes/fact find/solution generation
  • Compliance Framework.
  • Client feedback processes
  • Customer testimonials – where appropriate
  • Team Leader testimonial. 
  • Commitment to training and improving business knowledge.
  • Contribution to others in the team. 

Examples of Champion Sales Consultant behaviour / success.
Evidence of going that ‘extra mile’.

The period of sales achievement being assessed is Jan 01 – December 31st, 2018 

CHAMPION SALES TEAM
This category is open to all sales teams – across tele, field and digital sales.
Client and management testimonials required.
The judges are looking for:

  • Excellent team leadership and direction
  • Clear and measurable team objectives 
  • Sales performance including financials against budget
  • Efficiency of response, including enquiry handling, process and logging
  • Innovative use of communication tools to enhance sales performance and customer experience – Twitter, Facebook, LinkedIn
  • Staff training and team motivation 
  • Evidence of customer satisfaction & feedback

The period of sales achievement being assessed is Jan 01 – December 31st, 2018 

CHAMPION SALES SUPPORT TEAM
This category is open to all sales teams – across tele, field and digital sales. Client and management testimonials required.
The judges are looking for:

  • Excellent team leadership and direction
  • Clear synergy with the Sales Team/s. Evidence of sales support – including (where applicable) competitive research, preparation of sales collateral & presentations, product / service research, appointment setting
  • Innovative use of research & communication tools to enhance sales support – Twitter, Facebook, LinkedIn
  • Evidence of excellent team performance – including financials against budget
  • Efficiency of response, including enquiry handling, process and logging
  • Staff training and team motivation 
  • Evidence of feedback from Sales professional / teams being supported.

The period of sales achievement being assessed is Jan 01 – December 31st, 2018 

CHAMPION SALES TRAINING PROGRAMME
The judges are looking for an innovative sales training programme that delivered impressive results. The Award will be presented to the organisation that can demonstrate a comprehensive and effective training programme that takes into account the current and future needs of the sales team.
Please address the following criteria in your submission;

  • How you determined the aims and objectives of your sales training initiative
  • How you assessed the sales training needs of the team
  • How the training led to a measurable improvement in sales performance
  • How you utilised technology to maximise the effectiveness of the training
  • Demonstrate the training programme’s Return on Investment
  • Describe any innovative new learning methods deployed
  • Clear measurement processes including customer feedback

The period of sales achievement being assessed is Jan 01 – December 31st, 2018 

BEST IMPLEMENTATION OF SALES TECHNOLOGY
The judges are looking to recognise the implementation of a quality sales support solution that demonstrates clear business benefit and return on investment. This category is open to any company who has implemented a technical project to aid or assist in the sales process.
Judges will be looking for: 

  • Business rationale for investment in technology 
  • Comprehensive Project plan – objectives, budget, training required
  • Details of any obstacles encountered during implementation and how they were overcome;
  • Evidence of improved sales performance linked to investment
  • Demonstrated ROI
  • Future plans for further investment

The period of sales achievement being assessed is Jan 01 – December 31st, 2018

CHAMPION SALES CAMPAIGN
This award is to recognise the success of a well-executed Sales Campaign in 2018. All sales organisations can enter (Tele, field, digital). Customer and / or client testimonials required.
Please address the following criteria in your submission;

  • Nature of campaign – to include timeline for project and details of whether campaign was delivered using in-house resources or in partnership with outsource organisation
  • Business motivation for the Sales campaign
  • KPI’s agreed at the outset of Sales campaign
  • Challenges to achieving the targets and strategies to overcome obstacles
  • Demonstrated campaign management skills
  • Use of Social Media to enhance success (where applicable)
  • Investment in Technology and / or training to enhance success
  • How campaign exceeded expectations
  • Lessons learned – how success if campaign will inform the business going forward

The period of sales achievement being assessed is Jan 01 – December 31st, 2018 

CHAMPION OUTSOURCE SALES PARTNER
This Award is to recognise a successful Outsource Sales partner whose support of their client was key to driving that client’s sales success. Client testimonials required.

  • Nature of the outsource relationship – on-going partnership or project based ?
  • Scope of the partnership
    • numbers of team members working on account,
    • responsibilities,
    • management
  • Targets agreed with Outsource partner in 2018
  • How targets were delivered – giving examples of obstacles overcome in 2018
  • Investments made by Outsource partner to further their service (People, Technology)
  • Examples of Champion Outsource Sales Partner performance
  • Plans for the partnership with client going forward

The period of sales achievement being assessed is Jan 01 – December 31st, 2018