Interview Q&As
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Leadership
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1.
1.
Tell me about how you have established business relationships in the past?
USER ANSWERS
Example #1
Conferences, Lectures, Courses and Business dinner luncheons.
Example #2
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.
2.
2.
How would you describe your work ethic?
USER ANSWERS
Example #1
I often prefer to put the client's needs first by drafting client needs analysis.
3.
3.
Are you comfortable working in a sales environment?
USER ANSWERS
Example #1
Yes, If you have a products you truly believe in promoting sales will come natural.
4.
4.
Why financial sales?
USER ANSWERS
Example #1
I feel it is a very flexible, challenging and rewarding job for my current standing.
5.
5.
Will you be comfortable in a position that is 100% commission based?
Unfortunately, we do not have professional answers yet for our Financial Advisor questions. If you would like to see us add professional answers for this question set, please
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6.
6.
Can you make me a list of potential ten people you know, and how much they will invest?
Unfortunately, we do not have professional answers yet for our Financial Advisor questions. If you would like to see us add professional answers for this question set, please
write to us here.
7.
7.
What do you believe a financial planner does?
USER ANSWERS
Example #1
I believe in giving the client information and the best plan that suits their budget and life style.
Example #2
Assist clients to reach their financial goal.
8.
8.
What will you do to be successful at this job?
Unfortunately, we do not have professional answers yet for our Financial Advisor questions. If you would like to see us add professional answers for this question set, please
write to us here.
9.
9.
What were some ways you overcame difficulties?
USER ANSWERS
Example #1
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.
10.
10.
Where do you expect to get your clients?
USER ANSWERS
Example #1
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.
11.
11.
Tell me about a time when you worked really hard to accomplish something?
USER ANSWERS
Example #1
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.
12.
12.
When did you initially begin following the market in your life?
USER ANSWERS
Example #1
The time I started working as a financial advisor.
13.
13.
What qualifications and licenses do you hold?
Unfortunately, we do not have professional answers yet for our Financial Advisor questions. If you would like to see us add professional answers for this question set, please
write to us here.
14.
14.
Tell me why you would make a good salesperson?
USER ANSWERS
Example #1
I understand the industry better and have an idea of which ropes to pull how and when.
15.
15.
How will you market yourself in this position?
USER ANSWERS
Example #1
Face to face intorduction and community radio.
16.
16.
What do you know about the stock market?
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write to us here.
17.
17.
How do you deal with stressful situations?
Unfortunately, we do not have professional answers yet for our Financial Advisor questions. If you would like to see us add professional answers for this question set, please
write to us here.
18.
18.
Tell me, as if I am a potential client, why I should invest my money with you?
USER ANSWERS
Example #1
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.
19.
19.
What do you think will be the hardest part of this job?
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write to us here.
20.
20.
Being in financial sales, takes a year or two to make money, why do you want to do this?
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write to us here.
21.
21.
Tell me about one current even related to the stock market?
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write to us here.
22.
22.
What is your main reason for wanting to become a financial advisor?
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write to us here.
23.
23.
How can you relate your employment background to a position in sales?
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write to us here.
24.
24.
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?
Unfortunately, we do not have professional answers yet for our Financial Advisor questions. If you would like to see us add professional answers for this question set, please
write to us here.
25.
25.
Tell me about a non-work related accomplishment you achieved with a team?
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write to us here.
26.
26.
What have you done at your past employment to excel?
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write to us here.
27.
27.
Name me one thing you could improve upon?
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write to us here.
28.
28.
What are your strengths?
USER ANSWERS
Example #1
Critical thinking.
29.
29.
What marketing skills do you possess?
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write to us here.
30.
30.
Have you ever had a job in sales? How did it go?
Unfortunately, we do not have professional answers yet for our Financial Advisor questions. If you would like to see us add professional answers for this question set, please
write to us here.
31.
31.
Are you committed to putting in work, without receiving much pay for the first few years?
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write to us here.
32.
32.
Tell me about America's current monetary policy and how that affects the market.
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write to us here.
More Interview Q&As
Explore expert tips and resources to be more confident in your next interview.
Behavioral
Common
Phone
Tough
Leadership
All Interview Topics
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