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Assessing New Client Needs

Easy
Product SenseUser NeedsValue PropositionUse Cases

Problem

What steps would you take to assess the financial needs of a new client for CAT Financial equipment loans and leases?

Practicing as: Account Executive interview at CAT Financial

Hi, I'll play your CAT Financial interviewer for the Account Executive role. Candidates describe these interviews as mostly positive and moderately difficult, so expect me to be friendly and conversational. Take your time with the question above and answer like we're in the room.

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