Investment Counselor Interview Questions
108
Investment Counselor interview questions shared by candidates
Investment Counselor was asked...5 June 2016
Investment Counselor was asked...13 October 2016
Investment Counselor was asked...11 August 2014
Investment Counselor was asked...28 October 2021
Investment Counselor was asked...29 December 2015
Where do you see yourself in 5 years?
Investment Counselor was asked...18 August 2015
The most critical part was how I handled a role play customer situation with the manager acting as a customer. I was presented with a customer who had been on hold for too long and had a question about their account and some of our services.
1 Answers↳
I apologized for the long wait time but didn't make any excuses. The role is a sales role but you are also going to have customer service aspects to the job. After handling the complaint I discussed the clients financial situation which was part of the reason he was calling. I then asked additional questions in an effort to uncover assets. They loved the fact that handled the customer service issue, but still was looking for an opportunity. Less
Investment Counselor was asked...30 September 2022
Do you see yourself having success in this role?
1 Answers↳
I responded with a question and ask what success in the role looks like
Investment Counselor was asked...20 October 2015
Investment Counselor was asked...2 January 2018
What would your wife say are the two best things about you?
1 Answers↳
I said that I take care of all of our finances and that I am a great dad.
Investment Counselor was asked...15 July 2022