This document discusses strategies for improving a sales force at a credit union, including evaluating current performance, providing additional training, incentivizing sales goals, and ensuring management support of the sales team. Hiring new sales representatives, assessing management, and offering recommendations to boost sales are also covered.

1. Randi Sporing Cody Martz Chad Bowen Mike Horsley Megan Sharp Joe Kastelic Chris Werle

2. Overview

3. Video Credit Union Love

4. Background

5. Sales Force

6. Sales Force Cont.

7. Evaluation

8. Hiring

9. Training

10. Training Cont.

11. Management Assessment

12. Incentives

13. Recommendations

14. Questions?