Bank Teller Cheatsheet - Questions for Annuity Sales
Published: July 22, 2021
Tracking Code: 30003
Business Line: Retirement Solutions
Category: Conversation Starters

Don't miss a potential sale! As a bank teller, it can be hard to know what to say to clients to get a referral for retail bankers. This series of topics helps you find key indicators in potential clients, with an easy reference sheet on questions to start the planning process.

Free Download