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401k specialist Interview Questions

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401k Specialist interview questions shared by candidates

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Paychex
401k SALES was asked...15 June 2017

Role play a sales scenario based on your expertise

1 Answers

Completed successfully

Paychex

What methods do I use to de-escalate an angry caller?

1 Answers

Express empathy, accept their frustration and use my resources to address their issue and come to a resolution that is satisfying to them. If I can't offer a one call solution, I follow up with them until the matter is resolved or direct them to someone who can assist them further. Less

Primerica

Do you have any questions for me?

1 Answers

This is the ONLY quesiton he asked, over and over and over....It wasn't an interview, it was a recruitment presentation. Less

Fidelity Investments

why did I want to work there

1 Answers

good company, good rep, good intro into retirement planning world

Paychex

Nothing out of the ordinary. What do you see as your main challenge in this position?

1 Answers

Don't be typical and say things about how you work too hard or whatever. Be honest and turn your challenges into opportunities. Less

Paychex

I was given a scenario of a sales situation. I had to assess their position, viewpoints, needs and close.

1 Answers

I treated it as I would have in my previous position and closed.

Paychex

Name a time when a partner in a group project did not pull their own weight, and how did you manage and resolve the issue?

Paychex

Describe your sales skills?

Merrill Lynch

Fairly simple, but they ask if you understand options. They will refer to a company option plan.

Fidelity Investments

How would you describe yourself collaborating with team members?

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