Charles Schwab Corporation Mock Interview
Master 35 Charles Schwab interview questions covering client service, financial acumen, and regulatory knowledge.
Question 8 of 35
This role with Charles Schwab Corporation is very independent. How do you prospect for new customers?
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Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
Illustrate for the hiring manager your prospecting methods and how you stay organized. Share your approach for setting up your success. Reveal how effective you are at switching from the more independent aspects of your job to the more interpersonal side of it. Speak confidently, maintain open body language, and make friendly eye contact.
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I have a few very effective techniques for prospecting for new customers. First, I ensure that all my prospects are in my CRM so I never skip a beat. I ask for referrals from all of my clients and make warm calls from that list. More passively, I write a lot of wealth management content and publish it on LinkedIn, positioning me as a thought leader and getting my name out there. I gain a lot of leads from this approach. Another highly effective prospecting technique has been attending networking events and joining my city's commerce board."
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"As I build my business as a new financial advisor, it's important that I get my name out there through networking and getting to know people in my community. I volunteer and attend many commerce meetings, which exposes me to new people and potential clients. I do a lot of social media marketing in the form of educational posts, which starts conversations online with prospective customers I may not otherwise meet in person. I also spend time warm calling from my LinkedIn connections."
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