How to Land a Top-Paying Financial planners Job: Your Complete Guide to Opportunities, Resumes and Cover Letters, Interviews, Salaries, Promotions, What to Expect From Recruiters and More
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Randall Debra. How to Land a Top-Paying Financial planners Job: Your Complete Guide to Opportunities, Resumes and Cover Letters, Interviews, Salaries, Promotions, What to Expect From Recruiters and More
Financial planners. Job Hunting. A Practical Manual. for Job-Hunters and. Career-Changers
Financial planners FACTS:
Summary
What Insurance Sales Agents Do
Work Environment
How to Become an Insurance Sales Agent
Pay
Job Outlook
Similar Occupations
Contacts for More Information
What Insurance Sales Agents Do
Work Environment
How to Become an Insurance Sales Agent
Pay
Job Outlook
Similar Occupations
Contacts for More Information
FINDING AND APPLYING FOR Financial planners JOBS AND EVALUATING OFFERS
Where to Learn About Job Openings
Job Search Methods
Personal contacts
School career planning and placement offices
Employers
Classified ads
Internet resources
Labor unions
State employment service offices
Job matching and referral
Services for special groups
Federal Government
Community agencies
Private employment agencies and career consultants. Private agencies can save you time and they will contact employers who otherwise might be difficult to locate. But these agencies may charge
Internships
APPLYING FOR A FINANCIAL PLANNERS JOB
Resumes and application forms
Gathering information
Choosing a format
Resume and KSA (knowledge, skills & abilities) tips:
Cover letters
FINANCIAL PLANNERS JOB INTERVIEw TIPS
Preparation:
Personal appearance:
The interview:
Information to bring to an interview:
EVALUATING A FINANCIAL PLANNERS JOB OFFER
The organization
Should you work for a relatively new organization or one that is well established?
The job
Where is the job located?
Does the work match your interests and make good use of your skills?
How important is the job to the company or organization?
What will the hours be?
How long do most people who enter this job stay with the company?
The company should have a training plan for you
Salaries and benefits
THE INTERVIEW AND SELECTION PROCESS
Step 1. Technical Competencies Assessment Guide
Step 2
Determine the Customer Service Focused. Competencies of the Job
Definitions: Responsible
Likeable
Believable
Outgoing
Unflappable
CUSTOMER SERVICE FOCUSED BEHAVIORS ASSESSMENT GUIDE
Step 3. Develop Interview Questions to Assess Both. Technical and Customer Service. Focused Competencies
Step 4. Conducting the Interview
Step 5. Background and Reference Checks
Making a Job Offer
Confirming Job Offer Letter
Informing Unsuccessful Candidates
Retention of Interview Materials
SAMPLE CUSTOMER SERVICE FOCUSED INTERVIEw QUESTIONS (Grouped by customer service based behaviors) Responsible
Likeable
Believable
Outgoing
Unflappable
INTERVIEwING Financial planners. A Practical Guide for Selecting. THE INTERVIEw PROCESS. Planning
Confirming/Scheduling Interview
Conducting the Interview
Closing
Follow Up
TIPS ON INTERVIEwING
Interview Questions To Get You Started
Supervisor and Manager Competencies
Interviewing People With Disabilities
Accommodating Persons With Disabilities For An. Interview
Interview Do's and Don'ts
CHECKING REFERENCES
Which References Should I Check?
Tips for Checking References
The Reference Check Questions To Ask
Prohibited Questions and Practices
RECORDING A PROFILE OF IMPRESSIONS
Supervisory and Managerial Competencies:
Building Coalitions/Communication:
RECRUITING FINANCIAL PLANNERS - IT TAKES MORE THAN A JOB. ANNOUNCEMENT
Before Submitting the Vacancy
When the Vacancy Announcement is Open
Once the Certificate of Eligibles is Received
After The Selection is Made
ASSESSING YOUR RECRUITMENT AND SELECTION PRACTICES. Policies and Procedures
Recruitment Strategies
Glossary
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