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Refine your equity advisory team�s performance with our comprehensive sales assessment, evaluating everything from business acumen to solutioning skills.
The Equity Advisor Sales Assessment is an advanced tool crafted to measure the key skills required for exceptional performance in equity advisory roles. This test assesses a broad spectrum of behavioral traits such as Accountability, Business Acumen, Strategic Thinking, Work Ethics, and more, alongside cognitive skills including Attention to Detail, General Intelligence, and Language and Solutioning capabilities. It also incorporates PMaps eVA Comprehension to evaluate understanding of equity valuation and analysis. Ideal for financial institutions, investment firms, and wealth management companies, this assessment aids in identifying advisors who not only possess a deep understanding of equity markets but also demonstrate excellence in client interaction, strategic sales planning, and ethical decision-making.
Covers a range from business acumen and strategic thinking to organizational awareness and work ethics, crucial for navigating the complexities of financial advising.
Includes meticulous attention to detail, general intelligence, advanced language and solutioning skills, and proficiency in PMaps eVA for comprehensive equity analysis.
Enhanced Advisory Performance:
Identify advisors with the expertise to offer insightful, strategic equity advice, driving client satisfaction and investment success.
Strategic Talent Development:
Pinpoint areas for development, allowing for targeted training that enhances advisors' sales effectiveness and financial analysis skills.
Optimized Sales Strategy Execution:
Equip your team with the behavioral and cognitive tools needed to excel in the competitive equity advisory landscape.
Data-Driven Recruitment and Retention:
Leverage objective assessment results to inform hiring decisions, ensuring alignment with organizational goals and client needs.
Increased Client Trust and Loyalty:
Foster a team that is not only knowledgeable but also highly ethical and client-focused, building long-term relationships.
Globally Validated
Language Agnostic
Advanced Analytics
Reliable & Validated
Seamless Integration
Real-time Reporting
Proctoring
Choosing PMaps means opting for a comprehensive and transformative assessment solution designed to address your most critical talent management needs. Our platform sets itself apart by delivering precision in talent acquisition and development through a suite of robust psychometric assessments. By leveraging our advanced analytics and expertise, organizations can seamlessly navigate the complexities of hiring, succession planning, and employee development.
Quickly select and deploy tests from our extensive library in just one click.
Conveniently share test links with candidates directly from the platform.
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Boost completion rates with a candidate experience that’s seamless across all devices.
Gain clear insights from detailed reports to make informed candidate evaluations
We use PMaps for two assessments, Sales Aptitude Assessment and Values Assessment for our salespersons. It helped us improve the quality of our hires. We have seen lower attrition.
PMaps enables us to screen and assess candidates before they join us, especially when hiring thousands of individuals. It helps us understand their aptitude, communication skills, and personality.
Flexible customization options to suit your needs
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Choose from beginner, intermediate, or advanced questions within our extensive skill libraries to challenge candidates at appropriate levels.
Integrate multiple skill sets into one efficient test to evaluate candidates' competencies across the board comprehensively.
Easily insert your specialized questions, be they coding problems, multiple-choice questions, or case studies, to tailor the test to your company’s profile.
Collaborate with our experts to develop bespoke assessments that effectively pinpoint the best candidates for your team.
Select from established industry benchmarks or work with us to create customized criteria that meet your unique organizational needs.
Utilize our advanced proctoring feature to maintain test integrity, ensuring a fair and secure assessment environment.
In the rapidly evolving financial landscape, the role of an equity advisor extends beyond traditional sales; it encompasses a comprehensive understanding of market dynamics, a strategic approach to client consultation, and an adherence to the highest ethical standards. The Equity Advisor Sales Assessment is designed to holistically evaluate the competencies that contribute to effective equity advisory and sales strategies, ensuring advisors are equipped to navigate market complexities and drive investment success.
This assessment meticulously measures a blend of behavioral and cognitive skills essential for the modern equity advisor:
By incorporating scenarios reflective of real-world financial advisory situations, analytical challenges, and role-play exercises, the Equity Advisor Sales Assessment provides a detailed insight into an advisor�s readiness to contribute effectively to client and organizational goals.
Utilizing the Equity Advisor Sales Assessment empowers organizations to:
The Equity Advisor Sales Assessment is an essential tool for financial institutions aiming to cultivate a team of high-performing equity advisors. By providing a comprehensive evaluation of the skills crucial for success in equity sales and advisory roles, this assessment helps organizations develop their advisors� capabilities, ensuring they are prepared to meet the demands of today's dynamic financial markets. Embrace this detailed assessment to unlock the full potential of your equity advisory team, fostering a culture of excellence, integrity, and client-centric service.
Learn more about PMaps through commonly asked questions:
A specialized evaluation designed to identify and develop the crucial sales, analysis, and ethical competencies needed for success in equity advisory roles.
This assessment is ideal for professionals in equity advisory, wealth management, and financial planning roles who aim to enhance their sales and advisory capabilities.
It offers insights into advisors� strengths and areas for improvement, supporting strategic talent development and enabling firms to deliver superior advisory services.
Yes, the assessment can be tailored to focus on the skills most relevant to particular financial sectors, market conditions, or organizational priorities, ensuring a precise fit for your team�s needs.
Firms interested in leveraging the Equity Advisor Sales Assessment for talent optimization can access a demo or trial to explore its applicability to their advisory and sales strategies.
