Financial solutions advisor Interview Questions

Depends on the clients situation. Typically anyone entering retirement should look and lowering their risk exposure. However, its possible to stagger their portfolio where 80% in bonds or large cap industrials and 20% stocks. Again everyone situation is different

Asked a lot of question about what she liked or disliked where she been in the past And that I don't sell based on what's best for me but what's best for the customer

Thriving and being one of the top 3 in my position with a clear path for advancement to the next level. That is my standard answer if I ever got asked that, I don't think people really ask that question now.

I gave a real story my answer was basically taking ownership of the problem and resolving it .

I try to have meaningful conversations and listen to what they're saying when I ask personal questions, make notes in their profiles so I don't forget

I showed empathy towards the customer's concern and involved my management in findin a solution.

I blathered on about how I like challenges and told them everything they wanted to hear. (Self-starter, goal-oriented) Remember this is a sales position so phrase your responses accordingly.