Take a couple of minutes to sell this notepad to me.

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Experienced Example
Answer Example

This question is a fun opportunity to show your advising skills in a nontraditional way. To succeed in the financial advising field, you must be able to sell your company's products and services to your clients. For this task, your interviewer will slide a notepad across the table and ask you to sell it to them. First and foremost, your interviewer expects you to project confidence in your pitch. As you sell them the notepad, be confident and creative and ask questions. Primarily, you want your sales pitch to represent how you would sell Bank of America's products and services to their clients.

Take time to understand your audience, asking them questions while identifying their wants and needs. How is this notepad uniquely useful to them? You don't want to offer them a product ill-suited to their unique needs and pain points. As they state on their website, "Relating locally and working globally. From small towns to sprawling urban centers and everywhere in between, our customers and their lives are as varied as their locations. They're in every stage of life, pursuing every type of financial growth, and we help them build the financial future they want. We relate to them as neighbors who know their communities, with the ability to draw on our full capabilities to offer precisely the right solutions."

"In your line of work, you are definitely in high need of notepads to help you succeed, and I'm here to show you a new product we have put out to market that can exceed your needs. You'll notice that it features wide margins that accentuate the note-taking procedures for all who use it. You'll also notice that each sheet is carefully perforated to make separation from the binding an easy task compared to other notepads. The last feature of our new notepad is that it comes in many different paper colors that suit your needs. Take this sample to your office for a week and put it to use. If you and your staff would use it, I can set you up with your first shipment in no time!"

"We at Notepads, Inc. are excited to announce a new line of notepads for our exclusive customers. I can tell that functionality, cost, and supply are all issues of concern; I'm happy to tell you that this fantastic notepad meets your needs with the brightest white, narrow-ruled paper, and readily available features. I'd like to talk to you further about pricing and delivery options when you are ready."