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

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