Northern Trust Mock Interview
Practice 30 Northern Trust interview questions covering wealth management, fiduciary standards, and client service excellence.
Question 8 of 30
This role with Northern Trust is very independent. How do you prospect for new customers?
What You Need to Know
Example Answer
Example Answer 2
Community Answers
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.
It is common for a more introverted and analytical personality to be less social. In customer service and sales, charisma is of value. The interviewer would like you how you straddle both of these spheres. Walk them through your prospecting process. Because this question is open-ended, it can be easy to go on and on about every step you take. The primary purpose is to show the interviewer that you keep yourself organized and have a well-thought-out approach to building your business. Keep your answer on track while bringing your process to life!
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 miss 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 to get my name out there through networking and getting to know people in my community. I volunteer a lot and attend many commerce meetings, which gives me exposure 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."
Interview Coach
Jaymie
A real coach, not AI. I read every answer myself and write back with personalized feedback.
Typically responds within 24 hours.
0 - Character Count
Unlock All 30 Northern Trust Questions
Master questions that reveal your understanding of Northern Trust's reputation for client relationships.
Get StartedJump to Question