Part of the survey was a list of 10 things that are important to any employee and had you rate them 1 being least important 10 being most important. The list had stuff like: Being a respected member of the community; Desire to help others; There was one to gauge how money motivated you are...
Financial Representative Interview Questions
5,866 financial representative interview questions shared by candidates
What's your dream job?
Name a time that a person you helped thought they wanted one thing, but when you heard their needs you realized they needed a different service/product? How did you convince them they needed something else?
What is the purpose of a 401k and why do so many companies offer it?
What do you know about Fidelity? Are you open to receiving feedback about your work? If someone from out of town asked you for a restaurant referral, what questions would you ask them in order to direct them to the best restaurant? Tell me about a time where you gave exceptional customer service. Tell me about a time where you received criticism from your manager. Have you ever been in a metrics driven environment? Describe that for me. How do you feel about metrics being transparent to your team? Tell me about a time where you had to study for a hard test. What do you know about the series 7 and series 63 exams? What are your goals?
Tell me about a time you had difficulty understanding what a customer wanted. What steps did you take to resolve the customer's issue?
Why do I want to joined Fidelity
Give me an example how.you handles an upset member..... what were you're steps in solving this etc...... how have you handles bad feedback from your boss... what did you do to improve..... what were your stats as far as.performance at your last job....... how well can you analyze..... what's the differmece between good.customer service and great.....
What goals do you have for your self long term?
Tell me about a time you had a conflict with a co-worker and how you resolved it.
Viewing 1031 - 1040 interview questions