Investment Consultant Interview Questions | Glassdoor

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Investment Consultant Interview Questions

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how would you benefit this branch?

1 Answer

make it a lot of money

describe your current book of business

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Prepare to answer specific questions about your sales process

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why do you want to do this job?

1 Answer

Tell me about a bad manager you had in the past?

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What is needs based sales?

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Sell me this pen

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I suppose the question that threw me off the most was the few that came from the 256 questions I answered early in the interview. They asked me why I didn't like saying I was in sales...

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During the explanation of the IC role relative to daily customer service out calls the BOM was describing the process of new asset discovery for a hypothetical account with a single position worth $50,000. I asked him specifically, how would that call sound. He said, that is what I want you to tell me, how you would do it.

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What was the most difficult subject you had to remember.

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