Loan Consultant Personality Quiz

What is your decision-making style?

I tend to put off making decisions I like to ask for advice from others before making a decision I spend a lot of time exploring all my options and alternatives before making a decision I trust my judgment and make decisions comfortably and quickly.

How do you define success?

Growing my influence by leading others Knowing I’ve helped make a difference in someone’s life Being better at what I do today than I was yesterday Growing my income

Which of the following situations make you most comfortable?

Working with others to explore new ideas and solutions Helping others as they reach their goals Socializing and creating new relationships to build my network Working on my own

Which of the following is the most attractive to you?

Helping clients achieve their goals however I can Helping clients reach their unique goals by betting to know them and helping them pave their own journey Helping as many clients as possible by providing timely and effective guidance Providing clients with resources and services that they couldn’t find on their own

What is the word your friends and family would most likely use to describe you?

Outgoing Quiet Curious Ambitious

How do you feel about dealing with new complex projects, products, and concepts?

As long as I have all the information I need, I’m ready to learn. I’d rather have someone experienced train me and provide guidance while I’m learning. I’ll have it figured out in no time. Excited! I love learning and exploring new things.

How do you respond when you’re told “no”?

Based on business needs and suggestions from other leadership, I may revisit the topic in a week or so with a different approach. I’ll delve into my resources and come up with a new and improved sales tactic tailored to their unique needs I’ll analyze what I could do to improve my pitch, come up with a game plan, and follow up later. I’ll accept the answer and resolve to keep in touch periodically. The better we get to know each other and foster a relationship, the more likely I am to get a “yes” in the future!

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