Lee & Mason Financial Services, Inc.

Training Provides Profits

At Lee and Mason, our goal is to provide your financial institution with an on-going curriculum of training in order to achieve your full income potential and improve your member or customer relationships. We will strive to support your management team and branch staff with the knowledge and sales skills needed to grow your business products with our company.

Flexible Solutions Impact Growth

We have the ability to provide face-to-face modules or web-based training for all of your staff. We will work together to design a Training Success Plan to support the programs that you have with us.

Monthly Training and Marketing Support Services

We have monthly web sessions for GAP, credit and mortgage insurance. Our E-Newsletters will provide you with up-to-date product information, statistical data and sales support ideas.

Customized Design and Implementation Plans

GAP TRAINING PROGRAMS

CREDIT INSURANCE TRAINING

MORTGAGE INSURANCE TRAINING PROGRAMS

DEBT PROTECTION TRAINING PROGRAMS

ADMINISTRATIVE TRAINING

SALES BUILDERS TRAINING PROGRAMS

Mini-Modules designed for all products to promote sales growth and enhanced customer service

Contact our Training Director,
Jami Ehring, at (518) 894-2624 or jehring@leeandmason.com or contact your Marketing Representative to learn more about our Training Services.