
This checks your resourcefulness and ability to build a client base independently, which is core to the branch sales role where you must actively find new clients.
Use the STAR format to describe a specific instance. Focus on your process: how you identified leads, the tools you used, and how you turned cold contacts into warm prospects. Emphasize numbers and outcomes.
Start by grounding your answer in a concrete moment, not a vague habit. Say plainly that you began by defining your ideal client profile, based on your product and the market you knew, then list the specific channels you used to find names. For a bank branch role, that might mean walking through nearby offices, checking business permits at the city hall, or reviewing public lists of newly registered enterprises, not just waiting for walk-ins. Explain that you treated every cold contact as a research task, learning their business size, payment patterns, and likely pain points before you ever picked up the phone. Then describe your approach, which should sound like a respectful conversation, not a hard sell. Mention that you prepared a short value pitch tied to their situation, and that you always asked for a follow-up meeting rather than pushing for an immediate yes. Be honest about the follow-up rhythm, say you called or visited again within a week, and that you kept a simple tracker of who you had contacted and where each lead stood. Close with the outcome, the number of leads you converted and how that affected your sales target, and if you faced rejection, acknowledge it briefly and say what you adjusted.
Filipino candidates sometimes say 'I just messaged all my Facebook friends, po,' which lacks professionalism. Instead, outline a structured outreach method with targeting and follow-up.
Situation
When I was a sales intern at a local insurance company, I was given a target of 20 new client meetings in one month with no existing leads.
Task
I needed to build a pipeline from zero by identifying prospects who might need insurance and securing appointments.
Action
I started by researching local small businesses and professionals through online directories and social media. I created a list of 50 potential contacts and prioritized them by likelihood of need, such as new homeowners and young families. I then cold-called each one, introduced myself briefly, mentioned a relevant market trend, and offered a free financial health check. For those who declined, I requested permission to follow up in three months.
Result
I secured 18 meetings, converted 5 into clients, and generated P120,000 in premiums. My manager praised my initiative and I was offered a full-time role after graduation.
Prospecting requires thorough research, persistence, and a value-first approach to open conversations.
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