Quest CE recently completed enhancements to their bank referral training program Refer Right. Refer Right is a welcomed upgrade to Quest’s already robust suite of training programs. The improved e-learning program provides valuable information on investment products, a deeper understanding of financial concepts and improves the skills necessary to make proper referrals.
About Refer Right
Refer Right is an e-learning tool for employees of financial institutions, providing:
• An introductory level of product knowledge on investment products such as fixed annuities, variable annuities, mutual funds, stocks and bonds;
• An understanding of financial concepts such as diversification, compounding, inflation and dollar-cost averaging;
• The skills to make proper referrals, including the ability to identify prospects and the techniques of making the right referral introduction.
This online branch referral training program brings consistency and accountability to your employees skills development, and ensures they are prepared to provide the best possible service to your clients.
Refer Right can help your financial institution harness the power of technology today to help you grow and retain client assets tomorrow.
Your employees will be able to apply the learning they access through Refer Right each day on the job as they speak with the clients of your financial institution about their accounts and transactions.
By helping them understand more about what financial professionals do and giving them the opportunity to learn about the products and services they offer, your employees will be able to listen for cues from the client, identify quality referral prospects and have the confidence and proficiency to make referrals.
There is a greater need than ever before for the advice of a financial professional. Make sure clients are aware of the full array of financial services they can access through your financial institution.
Now through Refer Right, you can put the right tools in the hands of your employees who meet and converse with your clients every day. Refer Right will help them begin to recognize the needs of your clients and give them confidence in their abilities to make referrals to the financial professional in your institution.
For more information about Quest CE or our Bank Referral Training Program and how you can better prepare your employees with the skills necessary in the modern banking industry for $50 a rep contact our Sales Team at 877-593-3366 or sales[.]questce.com.
Quest CE (questce.com) serves more than 160 leading insurance carriers, broker/dealers, banks, and other financial institutions. We are a privately held firm which allows us to quickly meet the ever-changing needs of our clients. Our commitment is to provide advanced custom solutions at cost effective rates while providing a level of service that greatly surpasses that of our competitors. Quest provides a single source solution for organizations training and compliance needs, saving you both time and money.