Edward Jones Mock Interview
Practice 35 Edward Jones interview questions covering client relationships, branch operations, and financial advisory principles.
Question 8 of 35
This role with Edward Jones is very independent. How do you prospect for new customers?
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Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
Because most Edward Jones employees are required to generate a certain portion of new clients, this question will likely come up in some form. The interviewer would like you to take them through your prospecting process. Because this question is open-ended, it can be easy to go on and on about every small step that you take. The primary purpose is to show the interviewer that you are able to build a strategy and execute it to build your business and meet goals. Keep your answer on track while bringing your process to life!
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I have a few very effective techniques when it comes to prospecting for new customers. First, I make sure that all of my prospects are in my CRM so that I never skip a beat. I ask for referrals from all of my clients and make warm calls from that list. More passively, I write a lot of wealth management content and publish it on LinkedIn, positioning me as a thought leader and getting my name out there. I gain a lot of leads from this approach. Another highly effective prospecting technique has been attending networking events and joining my city's commerce board."
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"As I build my business as a new financial advisor, it's important that I get my name out there through networking and getting to know people in my community. I volunteer a lot and attend many commerce meetings, which gives me exposure to new people and potential clients. I do a lot of social media marketing in the form of educational posts, which starts conversations online with prospective customers that I may not otherwise meet in person. I also spend time warm calling from my LinkedIn connections."
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