Name 6 things that we should never read or share to customers.
Never read card number back; never give financial advice; never recommend specific brokers; never guarantee ROI; never read articles out loud and ticker symbols
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15
Name 2 major stock markets commonly mentioned in the recommendations
NYSE and NASDAQ
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lifesaver
Give 25 points!
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rocket
Go to first place!
Okay!
rocket
Go to first place!
Okay!
banana
Go to last place!
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5
___ involves the use of social engineering over the phone to gather financial or personal information from the target.
Vishing / voice phishing
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5
True or False. We can login on behalf of the customer if they're having website login issues.
False.
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5
What tool is known as the phone system?
Five9
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10
What is the last option if customer is unable to access the website after walking them through forgot password section and sending forgot password link via email?
Reset the password to the customer's zip code in Advantage.
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15
What are the acceptable responses for customers inquiring about a lawsuit?
I donât know, Iâm not aware of that; Our legal department has advised us not to comment
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10
What is the meaning of EWOF?
Emergency Web Order Form
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5
What is the control group initials for ECC ambassador?
CEXXX
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20
Identify 3 benefits of auto renew?
Locks in the price, customer will never miss an issue and less hassle of calling back to get a subscription
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15
Name 3 uses of Verint
check schedule; view quality scores & previous coaching from sup; request for time off
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baam
Lose 10 points!
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seesaw
Swap points!
Okay!
shark
Other team loses 5 points!
Okay!
baam
Lose 25 points!
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trap
No points!
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star
Double points!
Okay!
fairy
Take points!
5
10
15
20
25
baam
Lose 20 points!
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15
Where do we find the recommendation in the newsletter
Ctrl F + Action to take
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15
What are the 3 information that you need to enter when creating the control group?
Order control group ID, Description and order source
