USAA Mock Interview
Practice 35 USAA interview questions covering military values, member service, and financial expertise.
Question 10 of 35
In your most recent position, what was the size of your client portfolio? Was that manageable for you?
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Jessica is an experienced HR Business Partner with over 6 Years of experience in recruiting and interviewing for various industries including Oil & Gas, Aviation, Start-Up, Healthcare, and more.
If you are interviewing for an account manager or sales related role with USAA, start by inquiring about the size of portfolio you might have to manage. USAA offers different products including banking, retirement and insurance and the portfolio you are expected to manage may depend on your specialties and areas of focus. Disclose to the interviewer the size of your current, or most recent, insurance, banking or retirement portfolio. Assure them that you are able to handle the volume required of you, should you be offered the position.
Jessica is an experienced HR Business Partner with over 6 Years of experience in recruiting and interviewing for various industries including Oil & Gas, Aviation, Start-Up, Healthcare, and more.
"With my current company, I have a portfolio of 55M invested in retirement funds which I grew from 15M in funds when I first started. I am comfortable with this volume but can certainly handle more if required. I would love to understand more around the expected portfolio size I would be required to manage at USAA. I understand that the area I would manage at USAA depends on my area of expertise."
Jessica is an experienced HR Business Partner with over 6 Years of experience in recruiting and interviewing for various industries including Oil & Gas, Aviation, Start-Up, Healthcare, and more.
"My most recent portfolio was smaller than I would have liked which is why I am seeking a new opportunity. My preference would be to have an active portfolio in the 25-30 million range in insurance product sales. I would love to understand more about the expected portfolio size of a sales associate here at USAA."
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