Senior Financial Advisor Interview Questions
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Senior Financial Advisor interview questions shared by candidates
Work History
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Narrated the experience
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I was working as Area sales manager in Insurance sector which deals with Life insurance and health insurance. Here i have financial advisors working under me and i trained them and help them to achieve their goal. with their goal i also got my goal. Less
What do you know what financial planning?
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From the Individual Perspective: Its a system and process of evaluating present situations and circumstances; income levels and expenses - both real and perceived, in the light of desired future objectives / goals and developing a realistic/practicable map of achievement. For the Organisation: It is the roadmap / the combination of the various resources of the organisation - human and material on the investment terrain with a strategy that takes cognizance of external factors of risk and return potentials in a bid realise the most desired outcome. Less
How would you address a customer walking into the branch?
1 Answers↳
smile, use first name, ask how you can be of service to them
Situational interview questions, they really grill you at the very end. What is your greatest weakness, and then they really drill down after you tell them like you answered it the wrong way.
1 Answers↳
Told the truth: I get impatient when computers/technology shuts down while I'm helping a client. Less