Seal the Deal!

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Jan 17, 2007 1:58 pm

I'm currently at the final interview stage (I think) and ready to meet with the Regional Director.



I am dying to get into this industry. I am very professional and wish sincerely to assist my clients. I have a natural feeling for their success, financially and otherwise; however, I need to secure this job. I was curious if anyone could give me some pointers to make sure that this is secured. What "buzz words" or "hot topics" could I bring up that would really create a positive feeling in the Director to hire me?



Thanks in advance!

Jan 17, 2007 2:08 pm

You probably should have done a little more research.  The only "buzz words" or "hot topics" a hiring manager wants to hear in this industry is your plan for getting prospects in the door and closing (for a newbie).  Don't try to get too fancy or impress him.  Just tell him what you are going to do to bring in business.  Have a game plan.

Jan 17, 2007 2:08 pm

Well, if you tell him that you ARE awesome, that should do it.

Jan 17, 2007 2:17 pm

Tell him about your 20 plus years in corporate America, all your high net worth friends, and how you plan to tap your natural market.


or


Tell him that last semester your finance professor taught you how to calculate standard deviation, and although your a little fuzzy, it should come back to you. 

Jan 17, 2007 2:21 pm

Close.  All of these guys want to see someone who is willing to ask for the order.

Directly, but politely, tell him that you really want the job and ask him what else you need to do to seal the deal.

Sometimes this whole extended interview process is nothing more than a 'running of the gauntlet" to see who will persist and ultimately "ask for the order".

Jan 17, 2007 3:04 pm
Broker24:

You probably should have done a little more
research.  The only "buzz words" or "hot topics" a hiring manager
wants to hear in this industry is your plan for getting prospects
in the door and closing (for a newbie).





Right, I will say that reading SPIN selling is a very good idea. But
mostly people want to hear that you have a sense of ownership and that
you understand this is a sales job.

Jan 17, 2007 3:10 pm
awesome:

I'm currently at the final interview stage (I think) and ready to meet with the Regional Director.



I am dying to get into this industry. I am very professional and wish sincerely to assist my clients. I have a natural feeling for their success, financially and otherwise; however, I need to secure this job. I was curious if anyone could give me some pointers to make sure that this is secured. What "buzz words" or "hot topics" could I bring up that would really create a positive feeling in the Director to hire me?



Thanks in advance!



Call me crazy....but have you considered telling the truth?

Jan 17, 2007 3:48 pm

Talk about client service and how you believe the best way to grow your business is to do the best thing for the client.

Jan 17, 2007 4:01 pm

Tell him you have five hungry kids and you have to bring home the assets. Then drop on your knees and say, "I will do anything."

Jan 17, 2007 4:11 pm
BankFC:

Tell him about your 20 plus years in corporate America, all your high net worth friends, and how you plan to tap your natural market.


or


Tell him that last semester your finance professor taught you how to calculate standard deviation, and although your a little fuzzy, it should come back to you. 



Funny story, when interviewing with a firm where I didn't take a job, it was down to me and one other guy.  Manager asks the other guy "How do you calculate std. dev. and what does it mean?"  The guy give a pretty accurate description of how to calculate it and explains what it means.  Then he turns to me and asks the same thing and I say "Who cares, what's standard deviation if you don't have any assets under management."  I got offered the job, the other guy didn't. 

Jan 17, 2007 4:59 pm

Well, the truth is definitely on the top of my list. But the truth list is large and long. Hence, the question is to help narrow down which truths are important to a Director and what would he/she want to hear of the truth. I wouldn't like to ramble on no matter how truthful I was speaking.


Anyways, there are a lot of suggestions, but I definitely think focusing on how to build a successful practice (i.e. getting clients, prospecting and working hard and long hours) is the key to letting them know. I will take a conglomeration of your ideas and sum them up into a nice clear, concise and powerful speech. I try not to talk to much. 



A very successful advisor (ex-SB/Retired) told me that talking too much as a Newbie is really annoying and only declares your lack of experience. But, when I do talk, I make sure it is powerful, clear, concise and to the point--no doubts, no miscommunicating and he/she will know I mean business. Big business.