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Financial Services Sales Test

The Financial Services Sales Test is uniquely designed to evaluate the essential blend of behavioral traits and cognitive skills required for excellence in financial services sales roles. By focusing on key attributes such as positivity, motivation, ambiversion, and social skills, alongside verbal ability, this assessment pinpoints professionals who can navigate the complexities of financial sales, effectively communicate complex information, and build lasting relationships with clients. It’s an ideal tool for identifying candidates who are equipped to drive sales success, enhance customer satisfaction, and contribute positively to the financial services sector.

Our Clients:
Test Time
39 min
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Entry Level
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Job Family
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No of Questions
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Test Summary

Success in financial services sales demands more than just an understanding of financial products; it requires a unique set of skills to effectively connect with clients and articulate value in a way that resonates. The Financial Services Sales Test provides a comprehensive evaluation, ensuring candidates possess the right balance of interpersonal warmth and cognitive sharpness. Assessing for positivity and motivation ensures candidates can face the challenges of sales with resilience, while ambiversion and social skills highlight the ability to thrive in both independent and collaborative settings. Coupled with an assessment of verbal ability, this test ensures your financial sales team is well-equipped to foster strong client relationships, articulate complex financial solutions clearly, and drive your organization's growth.


Relevant for

  • Financial Advisors
  • Investment Sales Consultants
  • Wealth Management Advisors
  • Insurance Sales Professionals
  • Bank Sales Representatives
  • Mortgage Brokers
  • Retirement Planning Specialists
  • Financial Planners
  • Securities, Commodities, and Financial Services Sales Agents
  • Client Relationship Managers in Finance

Elevating Success Through Diverse Competencies


Gauges the ability to maintain an optimistic outlook, crucial for navigating sales challenges.


Assesses the drive to achieve sales targets and personal growth within the financial sector.


Measures the balance between extroversion and introversion, ideal for managing client interactions and focusing on sales strategies.

Social Skills:

Evaluates the ability to build rapport, communicate effectively, and understand client needs.

Verbal Ability:

Tests the capacity to clearly articulate complex financial concepts and solutions to clients.

Enhanced Sales Performance:
Identify candidates with the personality traits and verbal skills to excel in financial services sales.

Improved Client Relationships:
Pinpoint professionals capable of building and maintaining strong relationships, ensuring client satisfaction and loyalty.

Strategic Talent Placement:
Ensure your sales team comprises individuals with a balanced approach to client interaction and the motivation to drive sales growth.

Increased Business Development:
Recruit sales professionals who can effectively communicate value and convert leads into lasting clients.

Cultural Fit:
Assess candidates for alignment with your company’s values and commitment to ethical sales practices in the financial services industry.

Key Features

Pmaps assessment

Globally Validated

Pmaps assessment

Language Agnostic

Pmaps assessment

Advanced Analytics

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Reliable & Validated

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Seamless Integration

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Real-time Reporting

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Why Choose PMaps?

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.

One-Click Deployment

One-Click Deployment

Quickly select and deploy tests from our extensive library in just one click.

Effortless Sharing

Effortless Sharing

Conveniently share test links with candidates directly from the platform.

Device-Friendly Assessment

Device-Friendly Assessment

Boost completion rates with a candidate experience that’s seamless across all devices.

insightful report

Insightful Reporting

Gain clear insights from detailed reports to make informed candidate evaluations

Client Testimonials

Max Life Insurance: Mr. Shailesh Singh, Head - Talent Acquisition, Organization & Staffing
TA - Staffing

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.

Tech Mahindra - Group Head Talent Acquisition
Group Head TA

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.

Teleperformance - Sr. Vice President Recruitment

The PMaps team has been extremely forthcoming and receptive to the requirements we have shared. The solution that has been designed and customized to suit our requirements has been very well received.

Flexible customization options to suit your needs

Details About Assessments

Tailoring Success in Financial Services Sales

In the nuanced world of financial services, sales professionals are required not just to sell, but to educate, advise, and build trust with their clients. The Financial Services Sales Test is designed to zero in on the critical traits and abilities that underpin success in these roles, ensuring that candidates are well-equipped to meet the diverse needs of clients while contributing positively to their organization's reputation and growth.

Comprehensive Assessment for Financial Sales Excellence

This test combines behavioral insights with an evaluation of cognitive skills to provide a well-rounded view of each candidate's potential for success in financial services sales. It assesses the interplay between personal disposition and professional capabilities, ensuring candidates are both aptly motivated and able to articulate complex financial concepts clearly.

Types of Questions Included:

  • Behavioral Assessments: Focus on evaluating traits like positivity, motivation, and the balance of ambiversion—essential for navigating both the highs and lows of sales roles and effectively interacting with a wide range of clients.
  • Social Skills Evaluation: Measures the candidate's ability to engage, understand, and communicate with clients, building lasting relationships based on trust and mutual understanding.
  • Verbal Ability Assessment: Tests the capacity to convey complex financial products and strategies in a manner that is accessible and compelling to clients, ensuring clarity in communication and effectiveness in persuasion.

Elaborating the Sections of Assessment

  • Client Engagement: Evaluates the ability to connect with clients on a personal level, fostering relationships that extend beyond mere transactions to become trusted partnerships.
  • Resilience in Sales: Assesses how candidates handle rejection and setbacks, maintaining a positive outlook and motivation to pursue leads and achieve sales targets persistently.
  • Adaptability in Client Interaction: Measures the balance of ambiversion in candidates, highlighting their ability to adapt their approach to suit individual client needs and preferences.
  • Complex Solution Communication: Tests verbal skills in explaining intricate financial services and products, ensuring clients are well-informed and confident in their decisions.

Benefits and Application of the Test

For Organizations:

  • Targeted Talent Acquisition: Streamline the recruitment process by identifying candidates whose traits and skills align with the demands of financial services sales roles.
  • Client Satisfaction and Retention: By ensuring sales professionals possess the right mix of interpersonal and communication skills, enhance client loyalty and long-term business relationships.
  • Cultural and Ethical Alignment: Align candidates with your organization’s commitment to ethical practices and client-centric values, ensuring a trustworthy and professional sales force.
  • Professional Development: Utilize insights from the test to inform targeted training and development programs, enhancing the capabilities of your sales team.

For Candidates:

  • Career Insight: Offer candidates valuable feedback on their strengths and areas for improvement, aiding in their professional growth within the financial services industry.
  • Personalized Role Fit: Help candidates understand their suitability for financial services sales roles, ensuring job satisfaction and long-term career success.

Ideal Candidate Profile

  • Motivated Relationship Builders: Individuals who exhibit a natural aptitude for forming genuine connections, coupled with the resilience and motivation to excel in sales.
  • Strategic Communicators: Candidates who possess the verbal acuity to demystify financial concepts for clients, ensuring transparency and trust in every transaction.

Final Thoughts: Mastering Financial Services Sales

The Financial Services Sales Test is more than just an assessment; it's a strategic tool designed to help organizations cultivate a sales team that excels in communication, understands the intricacies of financial products, and prioritizes the needs and goals of clients. By focusing on the critical combination of behavioral traits and verbal ability, this test ensures that financial services sales professionals are equipped to navigate the complex landscape of financial solutions, delivering value to both their clients and their organizations.

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Resources Related To Test

PMaps Frequently Asked Questions

Learn more about PMaps through commonly asked questions:

What is the Financial Services Sales Test?

A targeted assessment designed to evaluate the crucial behavioral traits and cognitive skills necessary for success in sales roles within the financial services industry.

Who can benefit from this test?

Financial institutions and firms looking to hire or develop top-performing sales professionals who can effectively communicate financial solutions and build client trust.

Why is assessing both behavioral traits and verbal ability important for sales roles?

It ensures candidates not only have the interpersonal skills to connect with clients but also the verbal acuity to explain complex financial products clearly and persuasively.

Can the Financial Services Sales Test be customized for different financial products or services?

Yes, the test is adaptable to reflect your specific product lines, sales strategies, and organizational goals, ensuring a perfect fit for your sales team's needs.

Is there an option for a demo or trial?

Certainly, we offer demos and trial versions to provide a comprehensive overview of how the test functions and how it can be integrated into your recruitment or training processes.