15 Financial Advisor User Answer Examples
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1.
Have you ever had a job in sales? How did it go?
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2.
Tell me about a non-work related accomplishment you achieved with a team?
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3.
How can you relate your employment background to a position in sales?
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4.
Being in financial sales, takes a year or two to make money, why do you want to do this?
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5.
Tell me about how you have established business relationships in the past?
- Conferences, Lectures, Courses and Business dinner luncheons.
- I often keep in contact with my clients once in 6 months to check if there is any amendments they might want to do or if they are still happy with their current plans.
User-Submitted Answers
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6.
How will you market yourself in this position?
- Face to face intorduction and community radio.
User-Submitted Answers
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7.
What qualifications and licenses do you hold?
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8.
What were some ways you overcame difficulties?
- There was a time that the mines went for strikes for like 3 months or so, it was difficult for most of the advisors as policies were lapsing due to non payments.
User-Submitted Answers
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9.
Can you make me a list of potential ten people you know, and how much they will invest?
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10.
Why financial sales?
- I feel it is a very flexible, challenging and rewarding job for my current standing.
User-Submitted Answers
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11.
How would you describe your work ethic?
- I often prefer to put the client's needs first by drafting client needs analysis.
User-Submitted Answers
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12.
Are you comfortable working in a sales environment?
- Yes, If you have a products you truly believe in promoting sales will come natural.
User-Submitted Answers
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13.
Will you be comfortable in a position that is 100% commission based?
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14.
What do you believe a financial planner does?
- I believe in giving the client information and the best plan that suits their budget and life style.
- Assist clients to reach their financial goal.
User-Submitted Answers
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15.
What will you do to be successful at this job?
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16.
Where do you expect to get your clients?
- I am intending to make relationships with human resources/recruitment managers so they can always make me aware of new recruits whom I can come do a presentation for.
User-Submitted Answers
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17.
Tell me about a time when you worked really hard to accomplish something?
- It was the time that I was still working for the bank. my colleagues were on leave and was the only consultant remaining to reach the branch target alone of which I did and exceeded.
User-Submitted Answers
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18.
When did you initially begin following the market in your life?
- The time I started working as a financial advisor.
User-Submitted Answers
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19.
Tell me why you would make a good salesperson?
- I understand the industry better and have an idea of which ropes to pull how and when.
User-Submitted Answers
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20.
What do you know about the stock market?
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21.
How do you deal with stressful situations?
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22.
Tell me, as if I am a potential client, why I should invest my money with you?
- I have been working on a sales environment and ahve expertise of providing my clients with solutions they need with regards to their financial affairs.
User-Submitted Answers
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23.
What do you think will be the hardest part of this job?
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24.
Tell me about one current even related to the stock market?
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25.
What is your main reason for wanting to become a financial advisor?
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26.
Tell me about a time when you were given a project at the last minute and only a short amount of time to finish it? How did it go?
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27.
What have you done at your past employment to excel?
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28.
Name me one thing you could improve upon?
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29.
What are your strengths?
- Critical thinking.
User-Submitted Answers
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30.
What marketing skills do you possess?
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31.
Are you committed to putting in work, without receiving much pay for the first few years?
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32.
Tell me about America's current monetary policy and how that affects the market.