Call Center Foundations
This foundational course focuses on the topics of segmenting, branding, pre-call planning, discovery, closing, and listening skills.
Call Center associates are introduced to a firm’s value proposition, how the Call Center team executes on that value, and how to deliver an exceptional service standard.
- Branding Message & Value Proposition
- Client Experience
- Rules of Engagement
- Effective Discovery & Presentation Skills
- Annual Review
- Wealth Management Issues