Personal Capital Sales Associate Interview Questions
& Process

This company's interview process is really inefficient and takes way too long, with about 5 steps and over 4 phone calls plus an in-person interview spread out over weeks. They ask the same questions over and over, which is excessive for a company that isn't even a top-tier firm. They also lie about compensation, claiming sales associates make 45-50k when it's actually closer to 32-38k unless you're a top performer. To be a top performer, you have to work incredibly hard, making 250 calls a day with voicemails for each, which isn't worth the low pay, soul-crushing work, and unqualified managers. The company equity offered to everyone is likely worthless, and advisors here are just holding onto their jobs hoping for an IPO, despite not understanding basic financial concepts. This company has 8 billion in AUM and grew during a bull run, so they aren't a major wealth manager. They also don't offer a 401k match.

The first couple of interviews were phone screens, asking basic stuff like what draws you to Personal Capital, your interest in this industry, and why sales. Then, I had an in-office interview with two sales managers where they wanted to know what I knew about the company and the role, plus some typical behavioral questions. The last step was a mock sales call to check out my skills. I'm still waiting to hear back about a potential offer.

Went through two phone interviews, then an in person one, and finally a mock sales call. Recruiters were telling me I was a top candidate, but it took over three weeks to hear back after the final interview that I didn't get the job. They said they were waiting on approval from upper management. My advice is to not believe recruiters when they say you're a top choice and to keep applying elsewhere if you get past the final interview. The job seemed like a call center with no room for advancement.