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      Investment Planning Specialist Interview

      Oct 1, 2020
      Anonymous employee
      Accepted offer
      Negative experience
      Easy interview

      Application

      I applied online. I interviewed at State Farm in Apr 2019

      Interview

      Assisted agents with making trades making contributions and distributions. Also assisted with updated any changes to a customer account. Assisted agents with opening new brokerage accounts. Walked through any navigating on the new system.

      Interview questions [1]

      Question 1

      What are you strengths and weakness
      Answer question

      State Farm interviews FAQs

      • Common stages of the interview process at State Farm as a Investment Planning Specialist according to 1 Glassdoor interviews include:

        Presentation:  20%

        Drug test:  20%

        Skills test:  20%

        IQ intelligence test:  20%

        One on one interview:  20%

      • Here are the most commonly searched roles for interview reports -

        1. Claims Specialist(977) ;
        2. Claims Adjuster(739) ;
        3. Customer Service Representative(636) ;
        4. Sales Representative(491) ;
        5. Insurance Agent(413) ;
        6. Account Manager(385) ;
        7. Sales Associate(367) ;
        8. Claims Representative(323) ;
        9. Claims Associate(317) ;
        10. Claims Associate - Express(307) ;
        11. Claim Specialist(245) ;
        12. Underwriter(244) ;
        13. Underwriting Service Assistant(234) ;
        14. Account Representative(224) ;
        15. Insurance Sales Representative(224) .


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    • Jobs at State Farm

      42 jobs in United States
      Financial Professional Entry-Level
      United States
      ·
      $80K - $120K /yr
      (Employer provided)
      View job
      Financial Services Representative - State Farm Agent Team Member
      Saint Charles, MO
      ·
      $100K - $200K /yr
      (Employer provided)
      View job
      Investment Planning Services Representative
      Bloomington, IL
      ·
      $49K - $53K /yr
      (Employer provided)
      View job
      Account Associate - State Farm Agent Team Member
      Flourtown, PA
      ·
      $60K - $80K /yr
      (Employer provided)
      View job
      Acquisition Specialist - State Farm Agent Team Member
      Saratoga Springs, NY
      ·
      $40K - $60K /yr
      (Employer provided)
      View job
      View all Investment Planning Specialist Jobs