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Mastering Sales: 10 proven ways to boost sales skills as an adviser


In the world of advising and sales, success hinges on your ability to sell effectively. Whether you're a seasoned pro or just starting out, there are always new strategies and techniques to explore. In this blog, we'll delve into ten well-documented sales tips that can help you increase your sales and elevate your career. We'll also provide examples to illustrate each point.


1. Understand Your Products Inside Out

To be a successful adviser, you must have an in-depth knowledge of the products you offer. This means understanding the nuances of various mortgage types, interest rates, and repayment options and protection products, value added benefits, underwriting limits and health criteria.. When clients see that you are a true expert, they'll trust your advice.


Example: Imagine a client asks about fixed-rate mortgages. You confidently explain how they offer stability in monthly payments, regardless of market fluctuations. This expertise builds trust and increases the likelihood of closing the sale.


2. Build Strong Relationships

Building strong client relationships is paramount. Take the time to understand your clients' financial goals and personal circumstances. This will enable you to tailor your recommendations to their unique needs.


Example: During your initial meeting, you discover that your client is planning to start a family soon. You suggest a mortgage with flexible payment options to accommodate their changing financial situation. Alternatively, a protection policy that has children's critical illness cover. This personal touch shows you're invested in their long-term success.


3. Effective Communication

Effective communication is the cornerstone of sales success. Listen actively to your clients' concerns and questions, and respond clearly and concisely. Always be available to address their needs.


Example: If a client is concerned about hidden fees, provide a transparent breakdown of all costs associated with the mortgage. This demonstrates your commitment to open and honest communication.


4. Master the Art of Storytelling

People remember stories more than facts and figures. Use anecdotes and success stories to illustrate how your mortgage products have positively impacted previous clients.


Example: Share a story about a young couple who purchased their dream home thanks to your expert guidance and a tailored mortgage solution. This humanises your services and makes them relatable.


5. Overcome Objections Effectively

Clients may raise objections or concerns during the sales process. Instead of dismissing them, address objections head-on and demonstrate how your solution solves their problems.


Example: If a client is worried about the long-term commitment of a protection policy, explain how the waiver of premium benefit allows flexibility to adapt to changing circumstances should they be signed off work. This also minimises clawback risks.


6. Upsell and Cross-Sell

Once you've gained a client's trust, explore opportunities to upsell or cross-sell related financial products such as insurance or investment options.


Example: If a client is taking out a mortgage for an investment property, discuss the benefits of landlord insurance or other financial products that could protect their investment.


7. Leverage Technology

In today's digital age, harness the power of technology to streamline your sales process. Use customer relationship management (CRM) software to keep track of leads, automate follow-ups, and personalise communication.


Example: Implement automated email campaigns that send relevant information to leads based on their preferences and previous interactions with your website.


8. Continuous Learning

Sales techniques evolve, so it's essential to stay updated on industry trends and best practices. Attend seminars, webinars, and workshops, and invest in sales training programs.


Example: You attend a sales workshop and learn a new negotiation technique. Applying this technique in a negotiation with a hesitant client leads to a successful deal.


9. Prioritise Customer Service

Exceptional customer service sets you apart from the competition. Respond promptly to inquiries, provide clear and detailed information, and follow up after closing a deal to ensure client satisfaction.


Example: A client refers a friend to you because of the outstanding service they received during their application process. Word-of-mouth referrals are a testament to your commitment to customer service.


10. Measure and Analyse Results

Finally, track your sales performance regularly. Analyse which strategies are working and which need adjustment. Use data to make informed decisions and refine your sales approach.


Example: By analysing your conversion rates, you discover that clients respond better to personalised email follow-ups than generic messages. You adjust your communication strategy accordingly, leading to higher conversion rates.



Mastering the art of sales is essential for success. By understanding your products, building strong relationships, communicating effectively, and employing these ten well-documented sales tips, you can increase your sales and take your career to new heights. Remember, success in sales is a journey of continuous improvement, so keep honing your skills and adapting to the ever-changing landscape of the mortgage industry.

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