Success Tips for Virtual Internal Sales Teams





CE Type

1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®



45 minutes


The fact that their internal wholesalers are now working remotely is a challenge for distribution and sales teams that requires both cultural and technological changes. How are firms helping their internals adapt to their new home workspaces and stay connected? Hear firsthand from two Heads of Internal Sales – one who converted his internal team to work remotely before the current Coronavirus crisis and another who has just gone through the process with her team. They will share lessons learned and success tips for managers and internal wholesalers including setting expectations, communications using buddy teams and huddles, leveraging technology and data, time blocking plans, tracking metrics, and staying motivated.


Maureen Wilke, President, Wilke and Associates, Inc. and The Connected Advisor.


Ronice Barlow, SVP, Head of US Strategic Planning & Business Development, Head of Internal Sales, Franklin Templeton.

Ari Forman, Head of Internal Sales & Sales Strategy, Ascensus.

Price: $0.00