Thirty years selling in banking and insurance. Now I teach it.

Sales training, executive coaching and business English — for the people who sell, and the people who lead them. Grounded in banking, insurance and wealth management. Delivered in France, across Europe and wherever these professions are practised.

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30 Years in Banking & Insurance BNP Paribas New York American Express Los Angeles Scor Global Investment Paris TESOL Cambridge

Programmes

Built from thirty years carrying a number

Most sales trainers have never had a revenue number to hit inside a bank or an insurer. I did, for thirty years — and that's what shaped the three formats below.

Sales training

Sales training

Discovery, objection handling and closing for any complex or considered sale — with financial-services depth.

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Executive and career coaching

Executive & career coaching

One-to-one coaching on leadership communication and career decisions.

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Business English and speaking

Business English & speaking

Selling, negotiating and presenting in English, by a TESOL Cambridge certified trainer.

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Advisory

Beyond the training room

The same clients ask questions that go beyond training: how to give selling time back to their teams, how a badly structured commercial organisation ends up capping its own results. These engagements are scoped and run personally.

Operational efficiency

Productive selling time, process redesign, targeted automation.

Commercial organisation

Sales-force structure, territories and portfolio allocation.

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Proprietary methodology

The CAPITAL Method

Seven steps — Framing, Authority, Problem, Impact, Treatment, Agreement, Loyalty — structuring what happens between the moment a client sits down and the moment they sign. A sequence built from thirty years of real selling, not from a manual.

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Where we work

Wherever these professions are practised

Sales technique in banking and insurance is inseparable from the regulatory frame it operates in. Programmes are therefore built for markets whose frame is genuinely understood, and delivered in French, English or Arabic.

France

Core market. In person across France and remotely. DDA, MiFID II, CIF and CGP frameworks.

Francophone Europe

Belgium, Luxembourg, French-speaking Switzerland, Monaco. The European distribution frame is shared.

Maghreb & francophone Africa

Morocco, Tunisia, Algeria, West Africa. French-influenced banking systems, delivered in French or Arabic.

International networks

Subsidiaries and international desks of French and European groups, the Gulf included. Delivered in English or Arabic.

Who it is for

Built for commercial teams and the people who lead them

B2B sales organisations

Any team selling a complex or considered product or service, and needing to train it — whatever the sector.

Banks, insurers and wealth management

Retail and private banking, corporate banking, insurance carriers and brokers, CGP networks and asset managers — the sector this method was built in.

Managers and executives

Leaders in transition seeking one-to-one coaching on communication and career decisions, sponsored by an employer or engaged directly.

Non-native English speakers

Executives and client-facing professionals who sell, negotiate or speak in English and want to keep their authority when they do.