"When hiring financial advisors, large banks and financial institutions are looking for finance-savvy candidates who have the knowledge, experience, and sales skills to grow a substantial clientele base. In an interview, be ready to participate in a sales role-play with a hypothetical customer as well as discuss how you've attracted new clients in the past. While no formal degree is necessary, a background in business, sales, or finance is preferred."
I didn't actually get asked any real interview-type questions because one of the first questions was when I would be able to start if hired. Since I couldn't start for another 6 months, the interview was pretty much over before it really got started because they were looking to hire someone for the position immediately.
Tell me about a specific customer service experience? Have you ever had to meet certain sales goals?
Describe how your background gives you a edge in this job.
Scenario based questions
Where do you see yourself in five years?
In what settings/experiences have you had to act as an entrepreneur?
How can you embody the M&G Values?
Tell me how you would sell your favorite mutual fund to a client in a similar situation to you.
What do your parents do for a living?
How do you respond to multiple tasks? Give an example.
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