Cannon Financial Institute

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.  

Key Objectives

  • Branding Message & Value Proposition 
  • Client Experience 
  • Rules of Engagement
  • Effective Discovery & Presentation Skills 
  • Annual Review
  • Wealth Management Issues

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

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