Retirement specialist Interview Questions

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Retirement Specialist interview questions shared by candidates

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Lacera
Retirement Benefit Specialist was asked...6 August 2019

Where do you see yourself in three to five years?

5 Answers

Have you heard back from them?

I think they’re hiring more than 1 person for this title. Should I keep my hopes up? Less

Thank you!

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GLP Financial Group

Do you currently hold a life insurance license?

1 Answers

No

Alerus

tell us and briefly describe your job history

1 Answers

I went back 20-25 years and walked through my employers, my jobs, responsibilities, and goals accomplished in each. Less

Canada Life

Manager met with me and I did two math tests. She also asked if I spoke French, and she went on to tell me that she is "fully bilingual" but she could hardly keep up the conversation with me in French.

1 Answers

I did not have any problems with the two math tests and had ample time to double check my answers before time was up. The interview questions were easy, given my experience in the industry. Less

Newport

Tell me about a time when you had to deal with an irate client, what happended, what did you do and what were the results.

1 Answers

Provided example when dealing with a retiree. Her funds were delayed and incorrect. Apologized to retiree, escalated the issue, corrected funds and had them sent overnight. Less

State of Oregon

What specific experience do you have working with a difficult client/situation.

1 Answers

I described a delinquent tenant agreement I entered with my company's software.

Equitable

Why did this job interest you?

1 Answers

I want to help people better plan for their retirement and I know this job has the potential to make tons of money. Less

Empower

all 3 stars questions.

1 Answers

What was x situation, how did you handle it and what was the outcome.

Empower

What do you think are the 3 most important traits/aspects of sales?

1 Answers

Trust, responsiveness, and service. In no particular order

Empower

Past experiences

1 Answers

Open and honestly

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