Advisor Leads - PHI | Take the Quiz

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Advisor Leads - PHI Quiz

Test your knowledge on the advisor leads process with this engaging quiz aimed at enhancing your skills and understanding. Perfect for professionals looking to polish their approach and ensure client satisfaction.

8 informative questions
Multiple-choice and checkbox formats
Instant feedback on your answers

8 Questions2 MinutesCreated by EngagingAdvisor101

A CCR can offer a specific time of the day to the client for a callback and put it on the preferred callback time field?

True

False

What do we need to do if the caller requires an advisor with a different language from English or French?

Say to the caller that it's not possible.

Let the client know that once the advisor called them they can let the advisor know that they want an advisor that speaks a different language.

Indicate Y on the "Identify if Leads team Special Handling field" and include the required language in the details

If the client provided additional contact number, what do we need to do?

Add it in the phone number field

Advise the caller that we can only accept one phone number

Include it in the additional information field

Make sure to add salutations (Hello, Please, Thank you) when creating the request.

True

False

Which is correct when providing details of the client? A. First Name: Frances B. First Name : Frances

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Advisor Leads - PHI

Advisor Leads - PHI Quiz

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