FSR!

A colorful and engaging illustration representing financial services and customer interactions, featuring elements like bank symbols, financial charts, and friendly conversation scenes.

FSR Referral Quiz

Discover how well you understand FSR referrals with our engaging quiz! Test your knowledge on key topics that can enhance your skills in customer service and financial advising.

This quiz covers various aspects such as:

Preferred age ranges for referrals
Important clues and cues in customer interactions
Beneficiary options for financial products

10 Questions2 MinutesCreated by HelpingHand23

What age range is preferred for FSR referrals?

50 years - 80 years

35 years - 60 years

18 years - 75 years

What are some good CLUES to look for?

Savings Accounts, CD's

Inactive Accounts, Grandfathered accounts

High Balances, Large Deposits

What are some good CUES to look for?

Asking about rates/FDIC/beneficiaries

Sharing Major Life Events

Asking about credit cards

Complaining about a pay cut

What are the balances for my current products?

Min. 2k - Max. 250k

Min. 30k - Max. 150k

Min. 10k - Max. 500k

What are the beneficiary options on annuities?

Spouse or Children

Person, Charity, Estate

Only family members

What are good ways to refer customers to your FSR?

Tell them the FSR will call them eventually

Offer an account review & biz card

Tell them there's something wrong with their account so they come inside

Warm transfer your customer to the desk

Send your FSR customer info & phone #

What can you do if you're unsure of how to refer customers?

Look in Retail One for FSR Referrals

Schedule a One-on-One with your FSR

Ask a coworker

FSR Referral Quiz

More Quizzes