Desert Financial Credit Union Registered Sales Associate Interview Questions | Glassdoor

Desert Financial Credit Union Registered Sales Associate Interview Questions

Interviews at Desert Financial Credit Union

1 Interview Review

Experience

Experience
100%
0%
0%

Getting an Interview

Getting an Interview
100%

Difficulty

2.0
Average

Difficulty

Hard
Average
Easy

 

Registered Sales Associate Interview

Anonymous Employee
Accepted Offer
Positive Experience
Easy Interview

Application

I applied through an employee referral. The process took 3 weeks. I interviewed at Desert Financial Credit Union in February 2013.

Interview

Essential Responsibilities: This position has a dual reporting responsibility, to the LPL Financial Advisor and Office of Supervisory Jurisdiction (OSJ) on a daily basis as well as the DSFS Operations Leadership team. The primary duties for the position include mining the LPL Financial Advisors existing clients to improve and maximize client retention and satisfaction. Assist by segmenting the current book of business according to established and agreed upon criteria. Identify appropriate resources and channels for personal service based on segments. Develop, implement, execute and maintain a communication/business plan which includes ongoing and regular outreach to client base.

Interview Questions

  • Essential Responsibilities: This position has a dual reporting responsibility, to the LPL Financial Advisor and Office of Supervisory Jurisdiction (OSJ) on a daily basis as well as the DSFS Operations Leadership team. The primary duties for the position include mining the LPL Financial Advisors existing clients to improve and maximize client retention and satisfaction. Assist by segmenting the current book of business according to established and agreed upon criteria. Identify appropriate resources and channels for personal service based on segments. Develop, implement, execute and maintain a communication/business plan which includes ongoing and regular outreach to client base.   Answer Question
Don't Miss Out On a Job You Love
Upload a resume to easily apply to jobs from anywhere. It's simple to set up.