Retirement specialist Interview Questions
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Retirement Specialist interview questions shared by candidates
Where do you see yourself in three to five years?
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Have you heard back from them?
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I think they’re hiring more than 1 person for this title. Should I keep my hopes up? Less
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Thank you!


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.


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.
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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

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


What is it about Paychex that made you want to work for this organization.
1 Answers↳
With the solid history and continual growth from a local company that has grown nationally, I looked forward to join the Paychex team. Constantly hearing from other peers I've known in the past always speaking very highly of the level of professionalism and Job growth, made my very interested in joining. Less

What do you need from me and a company to feel this is a place you want to work?
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I need you to trust that you hired me to do the job. That means zero micromanaging and looking over my shoulder. It’s one thing to work together towards my development with the company, it’s another if I need to check in every hour and get on multiple zoom calls, pulling me away from supporting the team. I also need effective/ timely communication as well as a feeling of being valued and wanted in this position. I want to be appreciated. Less
