Advanced
Becoming a Sales Agent for Banks, Corporations & Start-Ups
Prepare students to secure representation agreements with banks, fintechs, startups, and corporate brands—navigating both regulated and unregulated product lines.
Curriculum
- 7 Sections
- 20 Lessons
- 4 Quizzes
- 0m Duration
Industry Overview & Agent Roles
3 Lessons1 Quiz
- Financial vs. corporate product lines (loans, insurance, SaaS)
- Licensed (e.g., securities, insurance) vs. unlicensed opportunities (affiliates, master agents)
- Revenue models commission, override, retainer
- Knowledge Check
Regulatory & Compliance Essentials
3 Lessons
- Licensing requirements (FINRA Series, state insurance)
- KYCAML basics, data privacy (GDPR, CCPA)
- Ethical selling and fiduciary duty
Prospecting Financial & Corporate Clients
3 Lessons1 Quiz
- Researching Banks, Credit Unions, Fintech Incubators
- Trade Associations, Conferences, LinkedIn Outreach
- Building an Ideal Client Profile
- Knowledge Check
Crafting Your Value Proposition
2 Lessons
- Assemble your pitch deck credentials, case studies, pipeline projections
- Positioning as an expertconsultant vs. order-taker
Securing Representation Agreements
3 Lessons1 Quiz
- Negotiating commission tiers, territories, exclusivity
- Key contract clauses termination, non-compete, performance metrics
- Legal review checklist
- Knowledge Check
Go-to-Market Execution
3 Lessons
- Joint marketing plans with principals
- Co-branding, co-sponsorship, lead-sharing structures
- Tracking sales in CRM and reporting to stakeholders
Scaling Your Agent Business
3 Lessons1 Quiz
- Recruiting sub-agents or building small teams
- Leveraging technology partner portals, deal registries
- Ongoing Compliance, Recertification, and Relationship Management
- Knowledge Check
Related Courses
Beginner
Sales 101: Essential Skills for New Sales Professionals
- Approaching Sales with Confidence
- Effective communication techniques
- Handling objections
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Advanced
Becoming a Sales Agent for Manufacturers & Distributors
- Understanding Independent Sales Representation
- Finding Products & Opportunities
- Pitching to Manufacturers
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Intermediate
Mastering Digital Platform Sales (Amazon, eBay, Etsy, Shopify)
- Introduction to Digital Platform Sales
- Product & Niche Selection
- Marketplace Algorithms & Trust Building
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