typical, background, what makes you successful, tell us abut time you overcame a difficult situation. What is your process. Very big on time management and blocking your day for certain activities. I would concentrate on that portion and that you are very disciplined in your approach and that is how you run your practice. I believe today they also put candidates they a role play in front of a panel.
How do you feel about providing lifetime income to individuals (aka... are you comfortable slinging annuities everyday regardless of client suitability?)
Give me a situation where you have difficulty working with an irate client.... What do you think is the most burdening part of a job...or your past experience
They ask a lot of questions around sales process, how do you manage your day or structure your day, how do do quantify how many opportunities you need to meet your goals. They also do role plays.
Something recent you feel accomplished.
Tell us about yourself
How would react to a client that is complaining their portfolio is down 10% this year while they are giving you 1% of a management fee?
Tell me about your resume
Do you feel comfortable asking friends/family about their finances?
what's excites you about the job
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